Bringing on the Right OAS Clients for the Right Price…
2:00 pm – 3:00 pm ET
1 hr CPE/CPD in Business Management & Organization
Program Level: Basic
Bringing on the Right OAS Clients for the Right Price: How to Assess a New Client’s Financials
For firms looking to add an OAS practice or for existing OAS practices wanting to grow, the market is rife with opportunity. Across the industry, OAS has been identified as one of the fastest-growing revenue segments. With proper scaling and strategy, the resulting profit for the firm (including cross-selling opportunities for new clients OAS brings in) could be significant for years to come.
Learn how your practice can optimize to take advantage of this growth opportunity with the right new client assessment and pricing strategy (and of course, the right tools at your disposal.)
Learning Objectives
- Learn the difference between the “old” and “new and improved” way to deliver OAS to clients (referred to by the AICPA as moving from CAS 1.0 to CAS 2.0)
- Learn what to look for in prospective clients’ financials to price effectively and win the pitch
- How to use findings from an initial assessment to add continuous value to clients
- Learn best practices for streaming delivery of OAS to clients and cross-selling advisory services
Speaker Bio
Justin Pulgrano, CPA
Chief Revenue Office
Finagraph – Strongbox
| Justin Pulgrano is the Chief Revenue Officer at Finagraph where he helps accounting and advisory firms grow their practices with technology, including Strongbox – a tool that incorporates automation into financial data collection and analysis. Prior to joining Finagraph, Justin spent 8 years at Ernst & Young LLP leading M&A advisory and assurance teams, serving clients across various industries such as financial services, technology, professional services, and many others. Justin is a CPA in the state of New York and earned his Master of Science in Accountancy from the University of Notre Dame. He lives in Seattle with his wife, Andi, and dog, Truman. | |