CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Profiting from Client Advisory Services

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
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.

Major Subjects Covered
  • Service offerings to consider
  • Software options for a CAS practice
  • Procedures to consider for your firm
  • Specific techniques to improve productivity and profitability
  • Key errors to avoid

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
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Brian F. Tankersley Headshot
K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Brian 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 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 in 2009 and …

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP) Read More »

Profiting from Client Advisory Services

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
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.

Major Subjects Covered
  • Service offerings to consider
  • Software options for a CAS practice
  • Procedures to consider for your firm
  • Specific techniques to improve productivity and profitability
  • Key errors to avoid

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
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Brian F. Tankersley Headshot
K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Brian 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 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 in 2009 and …

K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP) Read More »

Profiting from Client Advisory Services

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00