Error loading player: No playable sources found

23

So You Started a CAS Practice, What Now?

Date
December 6, 2016
$49
Standard Price

The business model of a Client Accounting/ Advisory Service business line is different than traditional services. Is your vision of the practice you want clear and what does the model look like?

  • You decided on a CAS platform - do you know what the implications of that choice are?
  • Do you consider this a separate line of business or simply an extension of an existing practice?
  • Have you considered there are multiple layers to a CAS practice, each with its own in-source or outsource?
  • Are you intentional about targeting certain types of customers?
  • What is your talent acquisition and management strategy?

Speaker

Speaker Image for John Yeager
Managing Director, Whitley Penn

Related Products

Thumbnail for Improving the CPA Pipeline through Advocacy
Improving the CPA Pipeline through Advocacy
Advocacy strategies are not just for educating policymakers. They can be used to enhance other important aspects of your association by exposing diverse communities to the CPA profession and strengthening the CPA pipeline…
Thumbnail for Preparing for CAS in an AI-augmented world
Preparing for CAS in an AI-augmented world
Explore the impact of AI on CAS and how it's setting the stage for a new era in accounting and advisory. This session will focus on AI and CAS, highlighting practical use cases and discussing the nuances of change management related to implementing AI technology…
Thumbnail for Finding Their Fit:  Engaging Young Members and Enticing Younger Generations
Finding Their Fit: Engaging Young Members and Enticing Younger Generations
Engaging younger members is a goal shared by all of us…
Thumbnail for Productizing Services in Your CAS Practice
Productizing Services in Your CAS Practice
Productization is not just for producing and selling widgets. Advisory and consulting services can be productized. By doing so you can create opportunities for firms to establish quality control measures through greater consistency, and scale the growth and delivery of these services…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.