Client Advisory Services (CAS) Roadmap Workshop July 2022
July 27th - August 2nd, 2022
Build your CAS business model at our Client Advisory Services Roadmap Workshop
Advanced technology has transformed client accounting services. Integrated cloud-based applications support a highly efficient digital workflow that enable firms to access up-to-the-minute data and provide higher-value advisory services to support clients' long-term financial success. More businesses need accounting support, and are looking for a Trusted Business Advisor® that can provide a range of services, from back-office accounting work to controller and CFO level services.
This workshop provides the content you need to begin building a profitable, high-performance outsourced accounting and advisory practice. Our proven and tested educational offering has been updated to offer an engaging virtual learning experience. This workshop can move progressive firms forward in their transition to higher-level advisory services, with a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area.
* Develop a strategic plan to build your own cloud-based client services practice.
* Manage the client engagement process, including client assessment, services design, implementation, and more.
* Select and enter vertical markets such as non-profit, professional services, restaurant, and others.
* Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
* Scope engagements through comprehensive engagement letter and service level agreement construction.
* Find and recruit top talent to manage your outsourced accounting services.
* Develop a marketing and sales plan to ensure you continue to build your clientele.
* Measure results with key performance indicators and critical success factors.
Your 4-Day Agenda
SESSION 1 (3 Hours)
Wednesday, July 27 – 1:00-4:00 PM EST
Introduction to CAS
Building the High Value CAS Practice
Optional Happy Half-Hour 4:00 - 4:30 pm ET
SESSION 2 (4 Hours)
Thursday, July 28 – 1:00-5:00 PM EST
Client Service Delivery
Introduction to Client Assessment
Pricing the Service Delivery Model
Engagement Letter and SLA
SESSION 3 (4 Hours)
Monday, August 1 – 1:00 - 5:00 PM EST
Defining Your Action Plan
SESSION 4 (4 Hours)
Tuesday, August 2 – 1:00-5:00 PM EST
Business Planning for CAS
Review of Action Plans
Other workshops are available.
Advanced Preparation: None
Field of Study: Business Management and Organization
Number of CPE credits: 15
Program Level: Basic
Delivery Method: Group-Live Internet Based Workshop
Opportunities for pre-workshop learning will be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop.
CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
You may cancel without penalty if written cancellation requests are received up to and including 28 days prior to the start of a workshop scheduled in our virtual classroom. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 15 days prior to the start of the virtual workshop if transfer to another workshop within six months is not possible. No refunds or credits will be issued on cancellation requests received less than 15 days prior to the start of the event.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact firstname.lastname@example.org.
Registration confirmation email will be sent from Workshops@hq.cpa.com