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Advanced Client Assessments


Jun 8, 2020 8:30am ‐ Jun 8, 2020 11:45am


Credits: None available.

Description

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:
  • Review the details of what you are assessing
  • Explore how to perform a complete assessment in hours and days instead of weeks

Speaker(s):

Tags: PST
Category: All Access Pre-Conference Workshop (Onsite Only)

Credits

Credits: None available.

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