Intro to Client Advisory Services (CAS) Workshop May '24

This half-day workshop is targeted at firms in the Introductory phase of their CAS journeys; these firms are likely evaluating starting a CAS practice, or have recently hired new-to-CAS staff. The workshop will be facilitated by CPA.com staff who have worked with hundreds of firms along their CAS journeys. Learners will be led through independent activities to make decisions about how a CAS practice could look for their clients, staff, and firm. At the end of the workshop, participants will have a list of next steps to continue along the CAS journey. LEARNING OBJECTIVES: At the the end of this workshop, attendees will be able to: * Shift the firm mindset to see the value in building and offering client advisory services (CAS). * Differentiate between CAS and bookkeeping or consulting services that are not CAS. * Identify needs for dedicated staff, including the potential to use non-traditional talent. * Understand that technology drives efficiency in a CAS practice. * Plan for success by standardizing client services, processes and reports. * Establish pricing models that benefit form technology and standardization efficiencies. * Define a strategy to communicate the changes introduced by client advisory services to firm, staff and clients.