Webinar

Client Advisory Services (CAS) is the fastest growing practice area for accounting firms and is expected to continue on its impressive trajectory, according to CPA.com and AICPA PCPS’s most recent CAS Benchmark Survey. For firms looking to capitalize on this demand and expand into CAS, there are a few essential first steps.

Join this panel discussion with technology experts from CPA.com, BILL and leading practitioners to learn best practices for building your CAS firm. We’ll discuss why bill pay management is an ideal service starting point for CAS firms and how to offer this service efficiently through optimization of technology, processes, and people.

Learning Objectives:

• Gain insights on the market demand and opportunity that exists within bill pay
• Understand what client advisory services is and how automation can enable high-value advisory services
• Identify areas for growth through best practices of successful CAS firms
• Learn the opportunities within bill pay management and how to leverage it to grow a practice

Note: This on-demand webinar does not offer CPE credit