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Building a High Value Client Advisory Service Practice
Type: Webinar with NA CPE
Starts
28 April 2022 2:00 pm ET
Ends
28 April 2022 3:30 pm ET
2:00 – 3:30 pm ET
Add to Calendar/Connection Instructions
1.5 hrs CPE/CPD in Business Management & Organization
Program Level: Basic
Building a High Value Client Advisory Service Practice
How do you build and grow a high value Client Advisory Service (CAS) practice? During this workshop, Deneen Dias, Botkeeper will cover the aspects of:
– What is CAS?
– Why is it imperative for your firm to make the shift now
– Challenges and successes of building advisory services into your practice
Learning Objectives
From this session you will learn:
- The fundamentals of a successful Client Advisory Practice
- How to price appropriately for success
- Automating through a tech stack and added efficiencies
- The importance of a business plan
Speaker Bio
Deneen Dias
Vice President of Growth and Strategic Relationships
Botkeeper
| Deneen is Vice President of Growth and Strategic Relationships for Botkeeper. She ‘s consulted with hundreds of firms on how to build a Client Accounting and Advisory practice, inspiring them to become a firm of the future by making use of artificial intelligence and cloud technology. An advocate for using technology to transform accounting practices, Deneen has spent the last 14 years strategizing with firms to evaluate, implement, and leverage technology to improve internal processes and enhance client accounting relationships. She is a frequent speaker at conferences such as CPA.com Digital, Boomer, Rainmaker, ITA, BDO Alliance, and LEA Global among others. |
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