Instructor
Charles Wismer
Instructor
Join other managing partners, firm leaders, and firm administrators for this interactive session to discuss hot topics in managing your accounting practice. This session will explore CAS opportunities by unlocking new revenue streams through advisory services.
How to SPRING into CAS: A Step-by-Step Framework Course Description:
The accounting profession is rapidly evolving, and Client Advisory Services (CAS) is at the forefront of this transformation. This course will equip CPAs and accounting professionals with the knowledge and tools to leverage AI-driven insights for CAS, helping firms transition from transactional services to high-value, recurring advisory engagements. Participants will explore the benefits of automation, industry benchmarking, and data-driven decision-making to enhance client relationships and significantly increase firm revenue.
By the end of this course, attendees will:
This course is ideal for CPAs, accounting firm owners, and financial professionals looking to expand their service offerings and increase profitability through AI-driven CAS solutions.