Webinar

Make Profitable Client Accounting Services (CAS) Your 2020 New Year’s Resolution

Client Accounting Advisory Services (CAS) has emerged as one of the fastest-growing offerings in the accounting profession today. According to the 2018 CPA.com and AICPA PCPS CAS Benchmark Survey, CAS practices are growing at a rate more than double the 5% median CPA firm* growth rate.

Looking ahead to a new year, listen to this webinar to learn how firms of all sizes are leveraging workflow technologies to automate their processes, become more efficient, and scale up their CAS offerings.

Learning Objectives:

  • Describe the 6 key CAS workflow elements that will drive success in your firm
  • Implement best practice workflows to improve efficiency in 2020
  • Proactively monitor and address bottlenecks in your CAS practice

Speakers: Ray Barlow, Vice President, and Michelle Voyer, CPA, Director of Client Accounting Services, from XCM

Note: This on-demand webinar does not offer CPE credit.

*Reported by the 2018 PCPS and CPA.com National MAP Survey