Webinars: 7 Tips to Increase Profit and Margins with Your CAS Practice (1/13/21 – 4/28/21)

Learn how to grow your CAS practice and earn CPE credits while doing it!

Dinamis and CPAacademy.org are partnering to help CPA professionals learn how they can grow their client accounting service (CAS) practices. Join Dinamis Director of Business Development, Edward Warren as he walks you through 7 tips that will benefit your CAS practice!

Sign up for one of our 7 Tips to Grow Your CAS Webinars!

Wednesday, January 13th, 2021 | 10:00 PM MST / 12:00 PM EST

Wednesday, February 17th, 2021 | 10:00 PM MST / 12:00 PM EST

Wednesday, March 17th, 2021 | 10:00 PM MST / 12:00 PM EST

Wednesday, April 28th, 2021 | 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

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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