Delivering next-level insights for CAS clients: Financial Planning & Analysis
Does your Client Advisory Services (CAS) practice deliver insight to clients beyond financial statements? At many firms, that’s as far as CAS goes. But clients are hungry for more – more insight, more help solving business challenges, more advisory capabilities. This is an important opportunity for firms to strengthen and expand client relationships – and open the door to new revenue.
How can CAS practices make the leap? Technology can help – but it’s only one of several key elements. In this new guide, we provide a practical model for moving up the advisory value chain, step by step, building on analytics-driven financial planning and analysis technology.
Ultimately, your firm will be able to provide more sophisticated insights to clients, while spending less time on the routine, time-consuming work that is the foundation of most CAS practices today – and spending more time on the strategic advisory services that clients value most.
Take your CAS practice to the next level.
Two ways to download:
Gain immediate access to all of CPA.com's content by logging in with your AICPA account.
No account? Follow the link above and click "Register" to sign up.
Bypass the registration process and fill out the form below for one-time access to this content.
* indicates required field