CPA.com Client Advisory Services (CAS) Roadmap Workshop
Sep. 24–Sep. 25, 2020
AICPA New York Office, New York, NY
| Live online
Conference details

Cloud Technology is playing a transformative role in the way accounting firms and small businesses operate today—enabling firms to revitalize their client accounting services line and provide value-added bundled services that may include bill management, financial reporting, payroll and more via a cloud based accounting platform.

As progressive firms make the transition from on-premise to cloud solutions, there are many practice development implications that need to be addressed—including how best to staff the client accounting services areas of your firm, how to package and price your services, how to engage your clients and market the solutions. To help you navigate this change, CPA.com has developed this comprehensive 15-CPE credit, group-live two-day workshop.

Client Accounting Service Practice Leaders, Key Staff, Partners in Small, Midsize and Large CPA Firms, Accounting Firm Business Development and Marketing Professionals

Program Level: Basic
Delivery Method: Group-Live
Advanced Preparation: None
Field of Study: Business Management and Organization

You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact Samantha Mansfield at 734.707.4959..

CPE Sponsors

Register By Phone: To place an order by phone, for multiple registrations or other assistance, please call 1-888-777-7077. If outside of the U.S., call 919-402-4500

Online Registration: To place an online order, sign in to your free CPA.com Account (For New Users, sign up is quick and easy) to register using your Credit Card. Multiple registrations, in a single order, are not processed online.

Group Discounts: Register 2 or more attendees from one firm and get a discount per attendee registration fee. Send 2 attendees at the early bird rate for $1,950 or 3 attendees at the early bird rate for $2,750. Please contact us if registering more than 3 attendees from one firm.

Attendance options
CPA.com Client Advisory Services (CAS) Roadmap Workshop
Sep 24-Sep 25, 2020
Full Registration Rate
AICPA member: $1,095.00
Nonmember: $1,395.00
More details

Day 1

  • Welcome and Introductions
  • Building the High-Value Client Accounting Services Practice
  • Client Service Delivery - Best Practices for Client Engagement and Management
  • Group Exercise I - Client Assessment Scenario
  • Pricing the Service Delivery Model
  • Group Exercise II - Sample Pricing Scenarios
  • Client Engagement Letter and Service Level Agreement
  • Key Takeaways from Day 1
  • Review/Q&A

Day 2

  • Review and Q&A from Day 1
  • Key Cloud Based Solution Tool Studies
  • Staffing for Success
  • Measuring Results - Critical Success Factors and Key Performance Indicators
  • Group Exercise III - Roundtable Q&A on Selling to Stakeholders
  • Business Planning for the Cloud-Based CAS Practice
  • Marketing and Sales for the Cloud-Based CAS Practice
  • 7 Minute Presentation Exercise
  • Defining Your Action Plan
  • Review/Q&A

Ratings and reviews
CPA.com Client Advisory Services (CAS) Roadmap Workshop (In person)
CPE credits
: 15.0
NASBA Field of Study
Business Management and Organization
Delivery Method
Group Live
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