DCPA2210. Growing CAS within a Full Service Traditional Firm

Client Advisory Services (CAS) is the fastest growing practice area for many firms. Building on the foundation of cloud-based outsourced client accounting services over the past decade, CAS has quickly become a high demand, high value opportunity for firms to deepen client relationships and expand share of wallet with clients within vertical niches. Because CAS looks quite a bit different than traditional services such as tax and audit in terms of client service delivery and performance metrics, it has challenged the status quo of how CPA firms package, price, and position themselves with clients. In this session, we’ll explore trends, best practices, and change strategies for firms to optimize their delivery of CAS services, re-orient client relationship management philosophy, and evaluate practice area performance differently.

Learning Objectives:

• Review the CAS transformation & practice maturity model of CAS offerings
• Identify & assess impediments to growing CAS within traditional firm structures
• List best practices to navigating internal CAS growth impediments
• Recall change management techniques required to execute a CAS strategy