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Advanced Client Assessments

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

Credits: None available.


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.


  • Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP
Tags: PST
Category: All Access Pre-Conference Workshop (Onsite Only)


Credits: None available.

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