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DTSTAMP:20260507T120130Z
DTSTART:20260805T140000Z
DTEND:20260805T160000Z
LOCATION: Surgent McCoy CPE\, LLC
SUMMARY: Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
DESCRIPTION: According to a 2020 AICPA survey\, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings\, now is the time to learn how the services differ from what you currently offer\, which of your clients would benefit most\, and what you need in place to add a quality CAS program to your firm's menu of services.
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