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21WC-0112: K2's Profiting from Client Advisory Services (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Thursday, April 29, 2021
10:00am - 11:40am Central Time
2 CPE (2 non-technical)

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? Vendors offer a variety of CAS programs. We'll provide an independent blend of profitable strategies and straightforward advice so you can select the best.

Major subjects

  • 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 objective(s)

  • 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

Who should take this program?

Busy accounting and financial professionals who want to improve their personal and organizational productivity

Fees

Our records indicate you are a nonmember. If you register, you will be charged $101.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $75.00
checkmark Standard Nonmember Fee $101.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Update
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Fundamental knowledge of hardware, software, and technology trends
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.