Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
Online
2.00 Credits
Member Price $99.00
Non-Member Price $134.00
Overview
According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most, and what you need in place to add a quality CAS program to your firm’s menu of services.
Objectives
- Assess a firm’s current abilities to service the CAS needs of clients
- Implement a CAS program at a firm
Highlights
- Details on CAS: new services or rebranding?
- Review the value of timely accurate automated accounting
- Review the three levels of service
- Discuss technology options
- Assess your client base for who would benefit most from CAS
- Staffing requirements for CAS
- The value of servicing a niche
Designed For
Accounting and finance professionals looking to enter the increasingly popular and lucrative CAS space
Prerequisites
None
Preparation
None
Notice
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange “Launch Event” button.
Leader(s):
Leader Bios
Christina Hilton, Surgent McCoy CPE, LLC
Christina E. Hilton is a tax supervisor with the Providence firm of Piccerelli, Gilstein and Company, LLC. She focuses on assisting clients to understand their business and tax issues, as well as researching issues specific to their industry. Ms. Hilton has more than fifteen years of experience that has provided her with an extensive background focusing on taxation. She has worked with businesses in the service, retail, and not-for-profit industries. Her enthusiasm for educating others is evident through her various mentoring activities, public speaking, as well as local radio and television appearances. Ms. Hilton is an accounting graduate of Siena College in Loudonville, NY. She is a member of the AICPA and Rhode Island Society of CPAs.
Non-Member Price $134.00
Member Price $99.00