MEMBER EXCLUSIVE POP UP: How to Spring into CAS: A Step-by-Step Framework WEBINAR

Overview

The accounting profession is rapidly evolving, and Client Advisory Services (CAS) is at the forefront of this transformation. This course will equip CPAs and accounting professionals with the knowledge and tools to leverage AI-driven insights for CAS, helping firms transition from transactional services to high-value, recurring advisory engagements. Participants will explore the benefits of automation, industry benchmarking, and data-driven decision-making to enhance client relationships and significantly increase firm revenue.

Highlights

AI-driven insights for CAS.

Prerequisites

None.

Designed For

CPAs and accounting professionals.

Objectives

• Understand the growing CAS market and its impact on accounting firms.
• Learn how AI-driven insights streamline CAS offerings and improve efficiency.
• Find out how to launch a CAS practice in 30 minutes or less.
• Discover how to scale CAS services without increasing staff workload.
• Gain strategies to position their firm as a leader in business advisory services.
  

Preparation

None.