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

Intermediate

Fields of Study

None

Prerequisite

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

Advanced Preparation

None

CPE Credits

3

Session Speakers

Dixie McCurley

Partner, Trusted CFO Solutions