CPA.com’s Post

In our most recent blog, CPA.com’s Kimberly Blascoe, CPA shares the 5 growing pains in client advisory services (CAS) she hears most often and how to overcome the hurdles.  🔗 https://lnkd.in/dgyei9q6

If your firm offers client advisory services, we would love to have you participate in the 2024 CAS Benchmark Survey. Participation is free and can give you tailored feedback on where your CAS practice sits compared to firms that are similar to yours. So much has evolved in CAS the past several years and the feedback is invaluable to how you can grow your practice. Learn more in this CPAcom blog: https://lnkd.in/gVbNBRCd

Help the profession understand the evolution of client accounting and advisory services by participating in the 2024 CAS Benchmark Survey! #CASBenchmark #CAS2.0 #CAS https://lnkd.in/eMWETX24

The 2024 CAS Benchmark Survey aims to learn more about the current state of client advisory services. By participating, CAS leaders will have access to individualized comparison data to help drive growth and transformation. (From CPA.com)

The transition to Client Advisory Services (CAS), emphasizing a proactive, strategic role beyond traditional accounting is a necessary move in today's climate. Discover how transitioning to Client Advisory Services can transform your accounting firm into a strategic partner that drives client success! Learn key tips and real-life benefits in our latest blog: https://bit.ly/RAccounting #CAS #ClientAdvisory Services #RAccountingGroup #VirtualAccounting #FinancialOutsourcing #AccountingExperts

Want to be part of the evolution of client advisory services (CAS)? Discover exactly how the CAS practice area is evolving, how practices are being managed, and how your firm performs among other practices across the country by participating in the 2024 CAS Benchmark Survey. Plus, gain insights, benchmarks and KPIs to help tailor your strategy for future success. Learn more about participating by reading our recent blog. 🔗https://lnkd.in/e7Nwm5Vw

Great article by Kimberly Blascoe, CPA, about the struggles that accountancy firms are experiencing when embracing and scaling CAS (Client Advisory Services). Many initially follow the huge opportunity that CAS brings to their organizations, and quickly understand the huge value it brings to their clients. The struggle happens when they decide to scale this service, with often with no clear growth strategy in place. Great pointers from Kimberly about overcoming the challenges.

Building and Pricing Advisory Services with Marcus Dillon, CPA, and Amy McCarty, is scheduled for Thursday, September 19, 2024, at 12:00 pm CST. Whether you are already offering advisory or want to offer advisory, these value-added services present some unique challenges related to pricing. This webinar will discuss creating service plans that not only enhance client value but also can be easily scaled. Additionally, we'll cover effective pricing strategies to ensure your firm receives adequate compensation for delivering these comprehensive services. This session will include: 1. Building client accounting and advisory service plans. 2. Pricing strategies for client accounting and advisory services. Get all the details and register TODAY! https://hubs.ly/Q02P_kRt0 ✦This event is intended for CPAs and accounting firm leaders with teams of 3-30 and annual firm revenues between $500K-$5M. #accountingandaccountants #cpa #cpe #pricing #joinus #webinar #cas #advisory

Learn from industry experts Jake Grimm and Jody Grunden in this FREE Live Webinar you'll: 💡 Learn Five Ways to Bill Your Clients 💡 Explore Subscription-Based Modeling 💡 Learn KPIs for a Subscription-Based CAS Practice 💡 Discover a Six-Step Sales and Conversion Process Whether you're a seasoned accounting professional or just starting out, this webinar will equip you with the tools to drive growth and client satisfaction. 📌Reserve your spot now! https://lnkd.in/eGEcwJBP July 11th, Thursday at 1PM ET #SubscriptionModel #CAS #Accounting

Building and Pricing Advisory Services with Marcus Dillon, CPA, and Amy McCarty, is scheduled for Thursday, September 19, 2024, at 12:00 pm CST. Whether you are already offering advisory or want to offer advisory, these value-added services present some unique challenges related to pricing. This webinar will discuss creating service plans that not only enhance client value but also can be easily scaled. Additionally, we'll cover effective pricing strategies to ensure your firm receives adequate compensation for delivering these comprehensive services. This session will include: 1. Building client accounting and advisory service plans. 2. Pricing strategies for client accounting and advisory services. Get all the details and register TODAY! https://hubs.la/Q02NkkKS0 ✦This event is intended for CPAs and accounting firm leaders with teams of 3-30 and annual firm revenues between $500K-$5M. #accountingandaccountants #cpa #cpe #pricing #joinus #webinar #cas #advisory