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

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 08/06/2025 from 10:00 am to 12:00 pm
 Fri, 10/10/2025 from 10:00 am to 12:00 pm
 Thu, 12/11/2025 from 3:00 pm to 5:00 pm
 Thu, 02/12/2026 from 9:00 am to 11:00 am
 Fri, 03/27/2026 from 1:00 pm to 3:00 pm
 Currently available
Designed For:

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

Prerequisite:

None

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.

Objectives

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.