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CPA Voice: Tips for starting a client advisory practice

Written on Oct 20, 2022

Starting a client advisory services practice is a decision that demands commitment.  

“CAS is not a trend to jump on,” writes Courtney L. Vien in the September/October issue of CPA Voice. “But a different way of relating to clients. One that requires a very different business model than the one traditional CPA firms operate under.”  

Vien says that launching a CAS division is almost like launching a new business from the ground up. To learn more, read the story now. [https://ohiocpa.com/news-resources/cpa-voice]   

And hear from Amy Vetter on CAS at two upcoming learning events:    

October 28 – December 14: The Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program https://my.ohiocpa.com/topclass/topclass.do?expand-GotoOffering-aptifyid=56346   

November 30: CAS Workshop: Building & Scaling a CAS Practice https://my.ohiocpa.com/topclass/topclass.do?expand-ConferenceEnrollment-mode=3-offering_id=14044211-viaTC=1   

Did you know that reading CPA Voice can help you satisfy your CPE requirement? No matter your location or the time of day – and even when your internet is on the fritz – you can gain CPE credit with each issue.      
     
Every edition includes a 12-question self-assessment exam covering content from that issue. Receive a grade of 75% or higher and you’ll earn one hour of CPE credit in specialized knowledge.          
     
Best of all, you can take the exam when and where it’s convenient for you. Exams are available online – and may be completed for CPE – through the same month of the following year.