The ideal Client Advisory Services (CAS) practice helps you and your clients establish the ideal AP and spend management structures in your back office. Your firm may also have other offerings that fall within your CAS umbrella. Whatever it looks like in your firm, the advisory in CAS is often the most complex to implement. Advisory relies on your people; their expertise takes CAS from technological efficiency to improved business client growth.

Learning Objectives:

• Recognize what clients truly value when it comes to the advisory in CAS


• Define the skills, mindsets, and firm leadership required to create a successful advisory practice


• Practice building advisory skill sets into your existing staff development programs


• List concrete ways to position the value of your advisory skills in the marketplace and with clients

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222