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Live Webcast Replay

Profiting from Client Advisory Services


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
   5
Category:
ACPEN Industry Institute |  Industry
Faculty:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hour
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.

Basic Course Information

Learning Objectives

Upon completing this session, you should be able to:

  • Select CAS technologies for your firm from proven options
  • List service offerings
  • Differentiate between levels of service
  • Create a profitable CAS plan for your firm

Major Subjects
  • Service offerings to consider
  • Software options for a CAS practice
  • Procedures to consider for your firm
  • Specific techniques to improve productivity and profitability
  • Key errors to avoid

Course Materials

Faculty

Brian F. Tankersley, CPA.CITP, CGMA Related seminars and products: 9

Director, Strategic Relationships

K2 Enterprises, LLC


Brian Tankersley (@bftcpa, CPATechBlog.com) advises firms and companies on accounting technology issues.  He teaches courses in the US and Canada through K2 Enterprises, and has served as a guest speaker for professional accounting organizations in 46 US states and three provinces in Canada.  Tankersley is a Certified Public Accountant (Tennessee), a Certified Information Technology Professional, a Chartered Global Management Accountant.  Brian makes his home in Farragut, Tennessee.


Dates

Sat, Feb 27, 2021 - 04:00pm to 05:50pm EST
Mon, Mar 01, 2021 - 10:00am to 11:50am EST
Wed, Mar 17, 2021 - 12:00pm to 01:50pm EDT
Sat, Apr 10, 2021 - 02:00pm to 03:50pm EDT
Mon, Apr 26, 2021 - 04:00pm to 05:50pm EDT
Tue, May 04, 2021 - 10:00am to 11:50am EDT
Thu, May 27, 2021 - 12:00pm to 01:50pm EDT
Wed, Jun 02, 2021 - 02:00pm to 03:50pm EDT
Sat, Jun 19, 2021 - 04:00pm to 05:50pm EDT
Fri, Jul 02, 2021 - 10:00am to 11:50am EDT
Tue, Jul 20, 2021 - 12:00pm to 01:50pm EDT
Mon, Aug 02, 2021 - 02:00pm to 03:50pm EDT
Wed, Aug 25, 2021 - 04:00pm to 05:50pm EDT
Sat, Sep 11, 2021 - 10:00am to 11:50am EDT
Wed, Sep 22, 2021 - 12:00pm to 01:50pm EDT
Sat, Oct 02, 2021 - 02:00pm to 03:50pm EDT
Mon, Oct 18, 2021 - 04:00pm to 05:50pm EDT
Wed, Nov 10, 2021 - 10:00am to 11:50am EST
Sat, Nov 20, 2021 - 12:00pm to 01:50pm EST
Fri, Dec 03, 2021 - 02:00pm to 03:50pm EST
Sat, Dec 18, 2021 - 04:00pm to 05:50pm EST

Additional Info

Basic Course Information

Original Recording Date 06/01/2020
Date Added to Catalog 06/17/2020
Prerequisites None
Advanced Preparation None
Designed For All
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

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Overall:      5

Total Reviews: 1

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