Webinar: 7 Tips to Expand Your Margins and Increase Revenue with CAS (12/15/20)

How to grow your CAS practice and earn CPE credits doing it.

Dinamis and CPAacademy.org are partnering to bring you a webinar on growing your Client Accounting Services practice. Join Dinamis Director of Business Development, Edward Warren as he walks you through the growth that’s occurring in CAS and how your practice can benefit.

Tuesday, December 15th, 2020 | 10:00 PM MST / 12:00 PM EST

CAS Webinar Description

New client expectations represent growth potential for your firm. This course will explore integrated solutions for a new breed of clients and an integrated dashboard with KPIs, digital bill payments, online payroll, and digital document management systems. We will also discuss the option of video conferencing for a client planning meeting. This current market shift can mean real growth for your firm.

You work hard to keep your business running, but what are you doing to keep it growing? Building a Client Accounting Services (CAS) practice is hard work. Advisory practices in general and CAS, in particular, are quite different from tax and assurance practices. When you identify the right business opportunities and apply a value-based pricing model, you’ll reveal your true worth to your clients. Today, many firms are still ramping up CAS practices, and we’ve identified a few tips for growing your practice.

Highlights of the webinar:

Recognize how being a disruptor may be one of your critical success factors
Identify why picking and mastering a niche is critical to advisory success
Identify your greatest expense and how to manage it effectively
Recognize why it is essential to be a disruptor in this new practice area
Recognize the necessity & worth of one key ingredient in all your plans

About the Speaker

Edward D. Warren, MBA

Business Development Director

Ed is an accomplished sales executive with over 15 years of professional services sales and marketing experience. He’s worked for Allinial Global and RSM Alliance member firms and serves on the board of the Association of Accounting Marketing.

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