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

Course Details

Date

Friday, September 4, 2020

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

Field of Study

Technology

Course Number

4204365B

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Update

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental knowledge of hardware, software, and technology trends

Description




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.

Highlights




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

Objectives




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.

$75.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$101.00
Your Price $101.00

CPE Choice

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

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