Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
Overview
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.
Delivery Method: Individual webcast
CPE Credit: Business management & organization
Program Level: Basic
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.
Highlights
- 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
Prerequisites
None
Designed For
Accounting and finance professionals looking to enter the increasingly popular and lucrative CAS space
Objectives
- Assess a firm’s current abilities to service the CAS needs of clients
- Implement a CAS program at a firm
Preparation
None
Leader(s):
Leader Bios
Christina Hilton, Surgent McCoy CPE, LLC
Christina E. Hilton, CPA, is a tax supervisor with Piccerelli, Gilstein and Company, LLC. She focuses on assisting clients to understand business and tax issues, as well as researching issues specific to their industry. She has more than 15 years of experience in taxation and has also worked with businesses in the service, retail and not-for-profit industries. Hilton conducts various mentoring and speaking opportunities and frequently makes local radio and television appearances. She is a member of the American Institute of CPAs (AICPA) and Rhode Island Society of CPAs (RISCPA).
Non-Member Price $104.00
Member Price $99.00