Using CAS to Become a Strategic Advisor to Your Clients

Description

CPA’s have heard plenty about CAS but may not understand its full potential scope and impact. In this session, AccountantsWorld will deliver the broader picture so you can profitably offer CAS and become an advisor to all of your clients.

 

Presented by, Div Bhansali, AccountantsWorld, Vice President of Marketing where he oversees digital, social and content marketing strategies for AccountantsWorld’s leading cloud-based solutions

Before joining AccountantsWorld, Div was a director at AOL / Advertising.com, where he led the development and launch of online marketing products for small- to medium-sized businesses.
Div is a graduate of Carnegie Mellon University and holds an MBA from the Darden School of Business at the University of Virginia. He also served as an adjunct faculty member in the School of Information and Library Science at the University of North Carolina at Chapel Hill.

Learning Objectives

Upon completion of this session, participants will be able to know what it takes to offer CAS, in addition to expanding its scope to encompass what it takes to be a strategic advisor to their clients.

Major Topics
  • A quick primer on what exactly CAS entails and why it is essential to your client relationships
  • How to step-by-step build a CAS practice that allows you to be an advisor to your clients
  • How AccountantsWorld can help your offer CAS to your clients
Provider
Maryland Association of CPAs
Course Level
Overview
Professional Area of Focus
Accounting and Auditing
FutureReady Sponsor Event
CPE Field of Study
Business Management & Organization
1
Who Should Attend

All MACPA Summit Attendees

Prerequisites

None

Location
Online
Sponsors
Event Information
When
Oct 22, 2021
10:30 am - 11:21 am EDT
Location
Online
Total CPE Credits
1
Format
Webcast Replay

Register for this Event

Using CAS to Become a Strategic Advisor to Your Clients


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×