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Technical Virtual Client Advisory Services (CAS) Roadmap Workshop Logo aicpa

  Free | |   03 Jan 2020 |   AICPA Store

Advanced technology has transformed client accounting services. Integrated cloud applications support a highly efficient digital workflow that enable firms to access up-to-the-minute data and provide higher-value advisory services that support clients' long-term financial success. More and more businesses need accounting support, and are looking for a Trusted Business Advisor® that can provide a range of services, from back-office accounting work to controller and CFO level services.

To help firms take advantage of the CAS opportunity, CPA.COM has updated the Client Advisory Services (CAS) Roadmap Workshop for virtual learning.

With the same content as our well-known live workshop, this four-session virtual learning opportunity provides the instruction you need to get you started building a profitable, high-performance outsourced accounting and advisory practice. Our proven and tested educational offering has been updated for a new delivery format, offering an engaging learning experience combined with our collaborative consultative approach, moves progressive firms forward in their transition to higher-level advisory services and cloud-based technology. The workshop provides a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area


During the workshop, learn how to:

  • Develop a strategic plan to build your own cloud-based client accounting services practice.
  • Manage the client engagement process, including client assessment, services design, implementation, and more.
  • Select and enter vertical markets such as non-profit, professional services, restaurant, and others.
  • Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
  • Scope engagements through comprehensive engagement letter and service level agreement construction.
  • Find and recruit top talent to manage your outsourced accounting services.
  • Develop a marketing and sales plan to ensure you continue to build your clientele.
  • Measure results with key performance indicators and critical success factors.

Client Accounting Service Practice Leaders, Key Staff, Partners in Small, Midsize and Large CPA Firms, Accounting Firm Business Development and Marketing Professionals

Other dates are available. Learn more at

Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management and Organization
Number of CPE credits: 15
Program Level: Basic
Delivery Method: Group-Live Internet Based Workshop

Opportunities for pre-workshop learning will be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop. (Registration # 108347) 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 web site:

You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact

Register by Phone: To place an order by phone, for multiple registrations or other assistance, please call 1-888-777-7077. If outside of the U.S., call 919-402-4500

Online Registration: To place an online order, sign in to your free AICPA Account (For New Users, sign up is quick and easy) to register using your Credit Card.

Group Discounts: Register 2 or more attendees from one firm and get a discount per attendee registration fee. Send 2 attendees at the virtual rate for $1,950 or 3 attendees at the virtual rate for $2,750.

Topics covered:
  • Firm practice management: Technical: Strategic planning, Foundational