Description

This session will be a discussion about the common pitfalls CPA firms experience when building or integrating a CAS Practice into their firm. We will introduce you to a free assessment available to help firms identify what those hurdles will likely be as well as common solutions to address them. The most important success ingredient in change management is to understand how current practices either align or conflict with adding non-traditional services so that those hurdles can be addressed upfront and seamlessly before they become points of contention.

Learning Objectives:

• Recognize conflicts between the delivery of traditional CPA services versus those of a CAS practice
• Discuss how the assessment process will work for those who are interested in interacting with it
• Identify best practices for operating a successful and profitable client accounting service line

Speaker(s):

• William Reeb, CPA, CITP, CGMA, CEO, Succession Institute, LLC