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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

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