K2's Profiting from Client Advisory Services Webcast | 4204365B

Course Details


Friday, September 4, 2020

7:00am – 8:40am
(Registration: 6:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Fundamental knowledge of hardware, software, and technology trends


Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? Vendors offer a variety of CAS programs. We'll provide an independent blend of profitable strategies and straightforward advice so you can select the best.


Service offerings to consider
Software options for a CAS practice
Procedures to consider for your firm
Specific techniques to improve productivity and profitability
Key errors to avoid


Select CAS technologies for your firm from proven options
List service offerings
Differentiate between levels of service
Create a profitable CAS plan for your firm

Designed For

Busy accounting and financial professionals who want to improve their personal and organizational productivity

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $101.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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