Hear from two experts who have started successful CAS practices.
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accountingToday Sponsor Content from Avalara Avalara
Web Seminar
Your client advisory services roadmap
Thursday, Aug 10, 2023 at
02:00 pm ET / 11:00 am PT
60 minutes
REGISTER NOW
Hello Voornaam,

The promise of CAS, or Client Advisory Services, is to incorporate processes to help your clients manage all their accounting needs and, more importantly, to help them understand how all of these processes impact their business. For firms, this opens new revenue streams and access to new and different clients. 

Hear from two experts who have started successful CAS practices as they share their experiences in deciding to offer CAS services, planning their CAS services model, choosing appropriate technology, and introducing CAS services to their clients.

Includes CPE credit. 

Join this discussion so you'll be ready to take the next steps to offering CAS services in your own firm. We'll discuss:

  • Drawing up a CAS plan, including executive backing, staffing and technology
  • Finding the right clients and the niches you will serve
  • Implementing the services 
  • Defining and measuring success
Speakers
Dan Hood
Editor-in-Chief
Accounting Today
(Moderator)
Becky Munson
Partner and Client Advisory Services Practice Leader
EisnerAmper
(Speaker)
Linda Span de Bruin
Managing Director
CBIZ SLD CORRE Accounting Solutions
(Speaker)
REGISTER NOW
NASBA CPE Credit is being offered for this webinar.**
SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit.
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