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
PREREQUISITES
None
ADVANCE PREPARATION
None