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A Practical Approach to Offering Client Advisory Services
Business Management and Organization

A PRACTICAL APPROACH TO OFFERING CLIENT ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 19, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Course Description

If we are really honest with ourselves, we know that compliance services alone don’t provide our clients with the information, analysis, and support they need to grow. Sure, compliance services are essential, but that’s not where the value is for our clients. The value comes from working with our clients by providing advisory services.

We’ve all heard about advisory services for some time, but figuring out what CAS is for each of us and figuring out how to do it is not easy. This course provides you with a tangible way to kick-start your CAS approach and develop the roadmap for your journey. Done right, CAS will help boost client satisfaction and stickiness, develop competitive advantages, and generate higher revenues. This course is all about the HOW.

Learning Objectives:


  • Distinguish the difference between Client Accounting Services and Client Advisory Services

  • Identify why a structured approach is important

  • Recall the key phases of a structured approach

  • Recognize the level of effort and commitment required

  • Justify that it is a combination of people, process, and technology

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Wilkins

Wolverine Business Solutions, LLC
Founder and President
[email protected]
(470) 403-2927

Wolverinebusiness

David Wilkins is a CPA, information systems, and small business consultant.  Over his 3 plus decades, David has worked as a senior project and consulting manager at companies such as USAA, E&Y, PricewaterhouseCoopers, and IBM as well as having started several practices and owned a franchise.  He has advised and partnered with startups, entrepreneurs, and Fortune 100 C Suite executives to achieve measurable results by focusing on delivering real business value.  His experience includes business planning, accounting, the full lifecycle of information systems, professional services practice, and business development as well as business process improvement.  David describes himself as one who “knows the debits and credits as well as the bits and bytes.

David Wilkins resides in the Atlanta Metro Area and earned a BBA and MBA from the University of Michigan.

Wolverine Business Solutions partners with sole practitioners and small accounting firms so they can help their SMB clients drive financial performance, accelerate growth, and build lasting value using the Wolverine Business Solutions strategic Financial Performance Process.

About Our Sponsor

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.