K2's Profiting from Client Advisory Services Webcast | 4204365B
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
Busy accounting and financial professionals who want to improve their personal and organizational productivity
Applicable if you are a HSCPA member in good standing.
Applicable if you are not a HSCPA member.