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How To Build a High-Growth Client Advisory Services (CAS) Practice

HOW TO BUILD A HIGH-GROWTH CLIENT ADVISORY SERVICES (CAS) PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 17, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As a practice area, Client Advisory Services (CAS) is thriving, as firms are rising to the occasion to meet the rising demand. But as advanced technology progresses and client demands evolve to more sophisticated needs, CAS practitioners must focus on building a scalable model for delivering deeper business-insights advisory services. CPA.com's CAS 2.0 framework and methodology aims to enable firms with a holistic business model for scaling high-value, differentiated CAS through key areas of focus, helping to navigate critical organizational and practice-level challenges associated with establishing and growing a CAS practice.

Join leading firm voices, Daniel Macintosh, Chief Growth Officer at Brady Martz, and Christine Triantos, Principal - BSO (Business Services & Outsourcing) at BDO, as they discuss how CAS has evolved as a practice area and how to apply best practices to building a high-growth CAS practice. In this 1-hour, 1 CPE credit webinar, you’ll understand how a comprehensive approach to strategy and governance, practice development, technology, and operations is vital to building a strong foundation for long-term success in CAS.

Learning Objectives:


  • Recognize macro trends and key drivers for the shift to advisory services

  • Connect areas of strategic focus to CAS practice success

  • Identify how to create and execute a strategic plan for building and growing a scalable CAS practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jeremiah LaRue

CPA.com
Senior Product Marketing Manager

(855) 855-5CPA

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Jeremiah is a collaborative and creative product marketer in tax technology with over a decade of experience working in the tax & accounting profession as a technical trainer and consultant helping to lead firms through technology change and as a product manager owning and driving large-scale tax product rollouts and roadmaps. As a Product Marketing Manager at CPA.com, Jeremiah is responsible for driving awareness, growth, and GTM strategy for the CPA.com product & services portfolio.

He is also fluent in Spanish and passionate about multiculturalism and global philanthropy. Jeremiah lives in Ypsilanti, Michigan, with his wife and daughter, where he enjoys playing and watching ice hockey, mentoring youth in the area, and spending time with his big, loud, and lovable family.

Christine Triantos

BDO USA, LLP
Principal - BSO (Business Services & Outsourcing)
ctriantos@bdo.com

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Christine assists clients by consulting, strategizing and implementing a variety of technological process improvements allowing for improved cash flow and streamlining of their daily business operations.

Christine brings 15+ years of experience serving as a CFO and firm administrator to the client experience. She has been involved in all phases of business operations from recruiting and hiring, benefits and compensation plans and policies, time and billing systems, budgeting, forecasting and cash flow analysis.

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Brady martz

A professional in the accounting field since 2007, Dan brought 12 valuable years of experience with him when he joined Brady Martz in 2020. He currently serves as the shareholder that leads the firm’s Strategic Business Solutions division. In this capacity, he works closely in the areas of client service and business development, focusing on adding value to firm clients and developing strong teams and team members. He provides leadership for the Client Advisory, Outsourcing, Outsourced HR, and Payroll departments.

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.