K2's Profiting From Client Advisory Services - On Demand (2 hours)

K2's Profiting From Client Advisory Services - On Demand (2 hours)

  • $89.00


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 Information

  • CPE Credit: Recommended for 2 hours Computer Software and Applications
  • Prerequisites: None
  • Program level: Intermediate
  • Advanced preparation: None
  • Who should participate: Accountants and other business professionals who want to implement Client Advisory Services

Instructional Delivery Method: QAS on-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course. Participants may attempt take the final exam up to 10 times.