Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide - On-Demand Webcast

Course Details


Thursday, June 1, 2023 – Tuesday, April 30, 2024

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC




According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm's menu of services.


  • Details on CAS: new services or rebranding?
  • Review the value of timely accurate automated accounting  
  • Review the three levels of service 
  • Discuss technology options 
  • Assess your client base for who would benefit most from CAS
  • Staffing requirements for CAS
  • The value of servicing a niche


  • Assess a firm’s current abilities to service the CAS needs of clients
  • Implement a CAS program at a firm

Designed For

Accounting and finance professionals looking to enter the increasingly popular and lucrative CAS space

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 $139.00

CPE Choice

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

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