PRAC2501P
Transitioning Clients from Tax to CAS
Date
May 15, 2025
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Your knowledge of tax clients can make it easy to “spot” those who would benefit from a year-round client advisory services (CAS) relationship. In this hour, we’ll discuss how you can plan to identify “right-fit” CAS clients, build a process to share the CAS opportunity during tax season, and create an onboarding plan to move those clients into recurring services – ensuring seamless tax preparation for future years!
Learning Objectives
- 1. Understand the considerations for ideal clients within the tax practice
- 2. Know how to use tax season information to identify right-fit CAS clients
- 3. Plan for onboarding of existing clients from tax to recurring client advisory
Speakers
Sr. Director, CAS Professional Services, CPA.com
Partner-in-Charge, Client Accounting Service, Varney & Associates, CPAs, LLC
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