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Wednesday, June 2, 2021 Live Webcast

Profiting from Client Advisory Services (X4-2855432)

2:00 PM - 3:50 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

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 scalab

DESIGNED FOR

All

BENEFITS

  • 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

HIGHLIGHTS

  • 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

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Brian Tankersley

Brian F. Tankersley, CPA, CITP, CGMA
(4.6)

Brian F. Tankersley, CPA, CITP

Read bio

PRICING

$79.00 - Member

$109.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

ACPEN