Profiting from Client Advisory Services
2 Credits: Computer Software & Applications
$98.00
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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction Profiting from Client Advisory Services
Format
Webcast
Course Level
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
WC12207002
July 23, 2021
Fundamental knowledge of how public accounting firms provide traditional client services to small and mid-sized businesses
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
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Meet The Experts
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 »