Starting a CAS Practice

Course Details

Date

Self-Study

Location

Online

Field of Study

Personal Development

CPE Credit

1 hour CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA

Prerequisites

None.

Description

Unlock the secrets to building and expanding a successful Client Accounting Services (CAS) practice in this dynamic and informative session. As the accounting profession continues to evolve, CAS offers an incredible opportunity to provide high-value and recurring services to clients, setting your firm apart and driving sustained growth. This session was originally presented and recorded at the CalCPA Members Club Summit, August 4.

Objectives

  • Understand the foundational elements necessary for building and expanding a successful Client Accounting Services (CAS) practice.
  • Learn strategies to leverage CAS for delivering high-value, recurring services that differentiate your firm and drive long-term growth.

Designed For

Accountants

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