Starting a CAS Practice (1st Ed.)

Overview

Business strategy comes from internal and external forces. A formal and planned strategy approach implies that, during the analysis and evaluation of strategic options, every possible strategic option is considered. For some organizations, this is not practical, and various alternative approaches are practiced. In this course, you will learn how to set a formal strategic process as opposed to having an informal (or freewheeling) plan.

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.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.