Webcast
Intermediate
CPE Credits
2 Credits: Computer Software & Applications
Course Description
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? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.
Learning Objectives
Upon completing this session, you should be able to:
- 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
Course Specifics
|
Course ID WC12207002 |
Revision Date July 23, 2021 |
Prerequisites Fundamental knowledge of how public accounting firms provide traditional client services to small and mid-sized businesses |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
Brian F. Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting technology issues. Brian has made presentations in 46 of the 50 U.S. states, served as a guest speaker for many professional accounting organizations across Canada, and publishes a nationally recognized blog on accounting and technology. He has over 20 years of professional experience, including accounting, auditing, technology, and education. Cygnus Business Media recognized Brian F. Tankersley as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011–2014. He also received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs …
K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP) Read More »
Profiting from Client Advisory Services
CPE CREDITS
2 Credits: Computer Software & Applications
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Intermediate
CPE Credits
2 Credits: Computer Software & Applications
Course Description
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? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.
Learning Objectives
Upon completing this session, you should be able to:
- 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
Course Specifics
|
Course ID WC12207002 |
Revision Date July 23, 2021 |
Prerequisites Fundamental knowledge of how public accounting firms provide traditional client services to small and mid-sized businesses |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
Brian F. Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting technology issues. Brian has made presentations in 46 of the 50 U.S. states, served as a guest speaker for many professional accounting organizations across Canada, and publishes a nationally recognized blog on accounting and technology. He has over 20 years of professional experience, including accounting, auditing, technology, and education. Cygnus Business Media recognized Brian F. Tankersley as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011–2014. He also received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs …
K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP) Read More »
Profiting from Client Advisory Services
CPE CREDITS
2 Credits: Computer Software & Applications
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$98.00