On-Demand

2 CPE

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

On-Demand
2 CPE

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

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.

Learning Objectives

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

Major Topics

  • 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

CPE Credits Available

2 CPE
2
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Business/Practice Management

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

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