Client Advisory Services (CAS) has been one of the fastest growing areas of focus for CPA firms for several years now and was even further heightened by the digital transformation of businesses during the pandemic.
As a marketer, you play a critical role in communicating client demand to firm leadership. Whether your firm has an established CAS practice or you’re just getting started in this area, what steps should you take to help your firm support and grow this important service line?
Join CPA.com Associate Director of Channels, Jason Ksar, and UHY Director of Marketing, Dawn Keizer, for a discussion on the growing opportunity in CAS and best practices to develop and market this focus area. Dawn has helped UHY successfully grow its CAS practice and will share her journey, including promoting CAS to existing and new clients, allocating marketing resources and navigating barriers to success.
Plus, AICPA VP of Firm Services, Lisa Simpson, CPA, CGMA, will also join to give an update on the state of the profession and important AICPA initiatives.
Panelists
Lisa Simpson - CPA, CGMA, VP - Firm Services, AICPA
Jason Ksar - Associate Director, CPA.com
Dawn Keizer - Director of Marketing, UHY