CAS: Designing & Growing a Profitable Practice

CAS: Designing and Growing a Profitable Practice
July 1, 2021 @ 1-1:50pm ET

CAS (client accounting services) is one of the fastest growing areas of public accounting and offers tremendous opportunity for advisory services. Most firms have offered their clients some form of accounting services for years. But the new model of success starts with a good plan--a vision of what the practice will look like - the foundation of which is defining an ideal client and what you plan to do for them. Whether you are just getting organized or have an existing practice you're taking to a new level this session will help your team get on track.

Who Should Attend

Managing Partners
Partners
Niche leadership

Learning Objectives

Understand the big picture- of growing CAS -- Solving not selling
Solidify your vision for the practice -- and why it's critical
Learn the process of setting a relevant topline revenue goal
Learn best practices to create a marketing action plan
Understand the performance metrics of managing CAS, and what traditional CPA firm KPIs don't matter

Presenters: Larry Bildstein, CPA, CEO of The Whetstone Group and

Carrie Steffen, President of The Whetstone Group

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**4 Free blog/newsletter articles per month

ADDTIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: JULY 1, 2021

WEBINAR: JULY 1, 2021

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