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Event Information

K2's Profiting from Client Advisory Services Webcast | 4204365B
Date: September 4, 2020
Event Start time: 10:00 AM   End time: 11:40 AM
Location: Webcast

Facility: Webcast Rebroadcast


Member:       $79
Nonmember: $109

CPE Credits:

2.00 CPE: Continuing Professional Education 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.



• 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


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


Level of Difficulty:

Field of Interest:
Computer Software and Applications


Fundamental knowledge of hardware, software, and technology trends


Designed For:

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


Advanced Prep:



Event Notes:
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