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.<?xml:namespace prefix="o" />
By the end of this course, attendees will:
- Understand the growing CAS market and its impact on accounting firms.
- Learn how AI-driven insights streamline CAS offerings and improve efficiency.
- Find out how to launch a CAS practice in 30 minutes or less.
- Discover how to scale CAS services without increasing staff workload.
- Gain strategies to position their firm as a leader in business advisory services.
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.
