WORKSHOP: Master CAAS and Empower Your Advisory Services

Overview

Elevate your advisory services to new heights with our comprehensive CAAS Online Workshop Series.

Over two dynamic days in September, 2025, you’ll delve into the strategies and tools that will empower you to enhance your advisory capabilities. Confidently step into Client Advisory and Accounting Services (CAAS) or elevate your existing CAAS offerings? This event is perfect for accountants and managers in public accounting firms who want to build or enhance their CAAS capabilities and leverage new tools and frameworks to deliver real value to clients. Whether you’re a seasoned professional or just starting out, this workshop series is designed to provide you with actionable skills and confidence to transform your advisory practice.

Join us and take the first step towards mastering advisory excellence! Don’t miss this opportunity to master advisory excellence-register now and take the first step towards a brighter future for your advisory services!

Highlights

The major topics that will be covered in this WORKSHOP include:

Day 1: 

Wed., Sept. 17, 2025

10:00am ET – 4:00pm ET

6 CPE

Day 1 of this CAAS online workshop will feature three sessions that will help attendees communicate, scope, market, price, and sell CAAS to prospects and customers. One session will focus on marketing and communications, another will focus on accounting, and the third will focus on CAAS from a finance perspective.

Day 2:

Thurs., Sept. 18, 2025

10:00am ET – 3:00pm ET

4 CPE

Day 2 of this CAAS online workshop will feature two sessions that will help attendees communicate and deliver CAAS to prospects and customers. One session will focus on an accounting perspective and the other session will focus on CAAS from a marketing and communications perspective. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 

Prerequisites

None

Designed For

Professionals looking to start a Client Advisory and Accounting Service.

Objectives

After attending this presentation, you will be able to...

• Identify two main categories of mental obstacles to help you expand your CAAS
• Apply narrative structure to clarify the fundamental differences between compliance and advisory services
• Create internal buy-in in your firm Convert current clients to CAAS
• Identify how to acquire knowledge of a system for selling
• Move away from hourly billing to value pricing
• Create different packages
• Utilize a system for pricing
• Apply a CAAS Delivery Framework to prospect and client work
• Utilize a self-assessment to uncover client needs
• Enhance client profitability through benchmarking
• Advise clients on effective cash flow strategies
• Design and recommend technology application stacks
• Identify the narrative structure's application to the CAAS advisory role
• Apply the psychology of meaning attachment (""The Thing Under the Thing"") to the process of effective client advisory
• Apply the ABT (""And. But. Therefore."") framework to conflict resolution and overall clarity in client communication.

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by CPA Crossings (messenger@webex.com). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.