CPE PLUS: How to SPRING into CAS: A Step-by-Step Framework
Begins: Ends:
Virtual
1.00 Credits
Member Price $0.00
Overview
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.
Designed For
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.
Objectives
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 event is part of the following bundles:
CPE PLUS Bundle
Multiple Events Between -
Eligible for 3.00 Credits
Free CPE credits available only to MassCPAs members. Check back for more information to come!
Sponsored by:
Leader(s):
Leader Bios
Charles Wismer
Charles Wismer, through interviews, consultations, presentations, and industry collaborations, plays a pivotal role in shaping standards and best practices in the field. At FincenFetch, the focus is on a personalized approach, tailoring plans, features, and strategies to meet the specific needs of each firm. “At FincenFetch, we use cutting-edge technology to streamline compliance, enabling even junior staff members to manage numerous reports efficiently and quickly—often in just minutes per report. Our commitment is to functional, easy, and secure innovation,” explains Charles.
Join us as we explore the four critical factors your firm must consider when planning its FinCEN filing strategy. • Impact of not offering CTA compliance. • Market size and report pricing. • Planning filling operations. • Limiting your firm’s liability.
Member Price $0.00