Building a Strategic Client Advisory Services Practice
Date & Time
Thursday, September 11, 2025, 2:30 PM - 3:45 PM
Speakers
Description
Despite advancing AI technology, the demand for specialized professional services—bookkeeping, accounting, payroll, technology consulting, forecasting, and analytics—continues to grow. Canadian businesses need trusted advisors who can bridge traditional financial services with modern business needs. Join a seasoned CAS veteran for proven strategies and practical insights on expanding your practice beyond compliance work. This session delivers actionable takeaways specifically for Canadian accounting professionals ready to elevate their service offerings.
Learning Objectives:
Identify five high-value CAS service areas that align with current market demands
Understand what clients truly value and how to position your expertise accordingly
Build a strategic transition plan from an accounting practice to a comprehensive CAS practice
Implement policy changes that dramatically improve practice efficiency and profitability
Create a positive, growth-oriented culture that enhances client and employee satisfaction
Track
Managing Bookkeeping
Location Name
Glen 208-209
Virtual Access
Recorded
CE
1.25 CPD Units
Sponsored By: