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WORKSHOP: Master CAAS and Empower Your Advisory Services

 Tue, 06/17/2025 from 10:00 am to 8:00 pm
 
10.0
26 / 2-50609
Registration is Open
Price
$499.00 Regular Registration
Designed For:

Professionals looking to start a Client Advisory and Accounting Service.

Prerequisite:

None

Elevate your advisory services to new heights with our comprehensive CAAS Online Workshop Series. Over two dynamic days in June, 2025, you'll delve into the strategies and tools that will empower you to enhance your advisory capabilities. Confidently step into Client Advisory and Accounting Services (CAAS) or elevate your existing CAAS offerings? This event is perfect for accountants and managers in public accounting firms who want to build or enhance their CAAS capabilities and leverage new tools and frameworks to deliver real value to clients. Whether you're a seasoned professional or just starting out, this workshop series is designed to provide you with actionable skills and confidence to transform your advisory practice. Join us and take the first step towards mastering advisory excellence! Don't miss this opportunity to master advisory excellence-register now and take the first step towards a brighter future for your advisory services!

Delivery Method: Individual webcast
CPE Credit: Accounting, Communications & marketing, Finance
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 CPA Crossings.

Objectives

After attending this presentation, you will be able to...

  • Identify two main categories of mental obstacles to help you expand your CAAS
  • Apply narrative structure to clarify the fundamental differences between compliance and advisory services
  • Create internal buy-in in your firm Convert current clients to CAAS
  • Identify how to acquire knowledge of a system for selling
  • Move away from hourly billing to value pricing
  • Create different packages
  • Utilize a system for pricing
  • Apply a CAAS Delivery Framework to prospect and client work
  • Utilize a self-assessment to uncover client needs
  • Enhance client profitability through benchmarking
  • Advise clients on effective cash flow strategies
  • Design and recommend technology application stacks
  • Identify the narrative structure's application to the CAAS advisory role
  • Apply the psychology of meaning attachment (""The Thing Under the Thing"") to the process of effective client advisory
  • Apply the ABT (""And. But. Therefore."") framework to conflict resolution and overall clarity in client communication.

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.