Optimize your CAS services and deliver deeper client value
CPA.com
CAS Roadmap Workshop
Stay at the forefront of CAS strategies and best practices
Delivering exceptional value to clients begins with an understanding of what’s needed to build, run, and grow a modern CAS practice. CPA.com’s proven and tested practice development approach moves progressive firms forward in transition to higher-level advisory services.
The CAS Roadmap Workshop, facilitated by experienced CAS practitioners, features CPA.com’s premier thought leadership and best practices, and is rooted in data and proven frameworks that are meant to support the fundamentals of establishing and expanding your CAS practice.
Why should you attend?
As a result of attending the CAS Roadmap workshop, you will be able to:
- Develop and refine your strategic plan to build your own cloud- based client advisory services practice.
- Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
- Scope engagements through comprehensive engagement letter and service level agreement construction.
- Find and recruit top talent to manage your outsourced accounting services.
- And more...
What They Are Saying
This was an eye- opening event for our firm. We went in thinking we were already performing CAS services, but realized we needed to dedicate resources directly to this area and not shared with tax and other staff.
Mark Fuqua, Manager of Client Accounting & Advisory Services,A.C.T. Services, Inc.
Great experience! Learned a lot and was given a lot of tools. I will definitely recommend the CAS Roadmap Workshop to my colleagues.
Lorin Saavedra, Director of Practice Operations,REDW
Who's a good fit for the CAS Roadmap Workshop?
You'll find value in the CAS Roadmap Workshop if you:
- Are committed and ready to launch your CAS practice after attending the CPA.com Intro to CAS Workshop.
- Have an established CAS practice, providing transactional accounting, and seeking to refine strategy and standardize processes.
- Provide advisory services and transactional accounting work, but need to refine your pricing and packaging approach.
- Have leadership buy-in and support to drive a CAS strategy and build a CAS practice, but struggle to create a strategy for staffing that supports a CAS practice.
- Have an established CAS practice and are seeking to optimize your practice around an industry vertical.
If you're still exploring CAS and aren't sure where to start, our Introduction to Client Advisory Services (CAS) Workshop is a great place to start.
Register for a 2024 Workshop
Our virtual workshops put facilitators and learners in a shared online space that allows learners to earn 15 CPE credits in four online sessions. Select a workshop date to learn more:
January 21-22 & 27-28
$1,795 per person
Workshop Agenda:
- Introduction to CAS
- Building the High Value Advisory Services Practice
- Client Service Delivery – Best Practices for Client Engagement and Management
- Pricing the Service Delivery Model
- Client Engagement Letter and Service Level Engagement
- Technology
- Staffing For Success
- Measuring Results — Critical Success Factors and Key Performance Indicators
- Business Planning for the Cloud-Based CAS Practice
- Marketing and Sales for the Cloud-Based CAS Practice
- 7 Minute Presentation Exercise
- Defining Your Action Plan
LEARNING OBJECTIVES:
- Develop a strategic plan to build your own cloud-based client services practice.
- Manage the client engagement process, including client assessment, services design, implementation, and more.
- Select and enter vertical markets such as non-profit, professional services, restaurant, and others.
- Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
- Scope engagements through comprehensive engagement letter and service level agreement construction.
- Find and recruit top talent to manage your outsourced accounting services.
- Develop a marketing and sales plan to ensure you continue to build your clientele.
- Measure results with key performance indicators and critical success factors.
CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org
- Prerequisite: None
- Advanced preparation: None
- Field of Study: Business Management and Organization
- Number of CPE credits: 15
- Program Level: Basic
- Delivery Method: Group-Live Internet Based Workshop
CANCELLATION POLICY
You may cancel your attendance at the workshop at any time, but you will not be eligible for a refund or credit. You can reschedule your attendance to the same workshop, at a later date if the following conditions are met: i) this is the first time that you are rescheduling this workshop, ii) you are providing your request to reschedule at least one day prior to the workshop that you were originally scheduled to attend, iii) this workshop is scheduled to be repeated at least once in the 6 months following your written request to reschedule, and iv) you are selecting a date to attend the workshop that is no later than 6 months from the date of your request to reschedule.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.
The power of smart business
The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your Firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.
To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.