You work hard to keep your business running, but what are you doing to keep it growing? New client expectations regarding advisory practices represent growth potential for your firm. This course will explore integrated solutions for a new breed of clients and an integrated dashboard with KPIs, digital bill payments, online payroll, and digital document management systems. We will also discuss the option of video conferencing for a client planning meeting. This current market shift can mean real growth for your firm.

However, building a Client Accounting Services (CAS) practice is hard work. Advisory practices in general, and CAS in particular, are quite different from tax and assurance practices. When you identify the right business opportunities and apply a value-based pricing model, you’ll reveal your true worth to your clients. Today, many firms are still ramping up CAS practices, and we’ve identified a few tips for growing your practice.

Learning Objectives:

• Recognize how being a disruptor may be one of your critical success factors


• Identify why picking and mastering a niche is critical to advisory success


• Identify your greatest expense and how to manage it effectively


• Recognize why it is essential to be a disruptor in this new practice area


• Recognize the necessity and worth of one key ingredient in all your plans