101. Advanced Client Assessments

Dec 9th, 2019

8:00 AM10:45 AM

For those that have started a Client Accounting Advisory Services (CAS) practice you have come to realize there is tremendous value to a client in performing a Client Assessment. This is far more than a qualification process, but one to identify areas the client most needs improvement for the longevity of their business. Yet many firms are still working on what a good method and format to deliver this this service to clients. In this pre-conference workshop learn from an experienced practitioner that has been perfecting this particular services for nearly a decade.

Learning Objectives:

  1. Review the details of what you are assessing
  2. Explore how to perform a complete assessment in hours and days in stead of weeks.

Session Info

Session Types

Pre Conference Optional Workshop

Credit Info

Knowledge Level


Fields of Study



Must have knowledge of what a client assessment is as part of Client Accounting Advisory Services.

Advanced Preparation


CPE Credits


Session Speakers

Dixie McCurley

Partner, Trusted CFO Solutions