Starting a CAS Practice 2024-25

Overview

Unlock the secrets to building and expanding a successful Client Accounting Services (CAS) practice in this dynamic and informative session. As the accounting profession continues to evolve, CAS offers an incredible opportunity to provide high-value and recurring services to clients, setting your firm apart and driving sustained growth. In this session, you will delve deeper into the essential components that contribute to a thriving CAS practice, including best practices for client engagement, innovative service offerings, and effective marketing strategies. By understanding the nuances of CAS, you will be equipped to navigate the challenges of the modern accounting landscape and capitalize on emerging trends that can enhance your service delivery and client satisfaction. This session was originally presented and recorded at the CalCPA Members Club Summit, August 2024.

Highlights

• Building a Scalable CAS Practice
• Innovative and High
  • Value Service Offerings
  • Marketing Strategies to Grow CAS Clients

Prerequisites

None.

Objectives

• Understand the foundational elements necessary for building a successful Client Accounting Services (CAS) practice.
• Explore methods to expand and scale your CAS practice effectively.
• Learn strategies to leverage CAS for delivering high
  • value, recurring services that differentiate your firm and drive long
  • term growth.

Preparation

None.