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Digital CPA Conference 2019

DCA19101 - Advanced Client Assessments

Dec 9, 2019 8:00am ‐ Dec 9, 2019 10:45am

Standard: $79.00


For those that have started a Client Accounting Advisory Services (CAS) practice you have come to realize there is tremendous value to a client in performing a Client Assessment. This is far more than a qualification process, but one to identify areas the client most needs improvement for the longevity of their business. Yet many firms are still working on what a good method and format to deliver this this service to clients. In this pre-conference workshop learn from an experienced practitioner that has been perfecting this particular services for nearly a decade.

Learning Objectives:

  1. Review the details of what you are assessing.
  2. Explore how to perform a complete assessment in hours and days in stead of weeks.


  • Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP
Tags: Business

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