Wednesday, July 23  |  4:00 p.m. - 4:50 p.m.  |  Concurrent Session

The Simplified Guide to Profitable Client Advisory

1 CPE for CPA     

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Expand your tax practice by offering Client Advisory Services (CAS) with confidence and clarity. This course provides a practical guide for professionals looking to start advisory services for the first time. Learn how to identify opportunities within your existing client base, develop a simple framework for impactful advisory conversations and price your services to ensure profitability. Whether you’re seeking to enhance client relationships or create a new revenue stream, this session equips you with the tools to succeed. 

Objectives
Upon completion of this session, you will be able to:

• Identify how to get started with Client Advisory Services in your practice if you've never done it before  

• Develop a simple and proven framework to make advisory conversations easy for you and valuable for clients 

• Price your advisory services to ensure you earn a fair margin for this type of work  

• Identify clients in your practice that would potentially be happy to pay for this type of service 

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CPE information
Duration: 50 minutes
Course level: Intermediate
Prerequisite: Basic knowledge of tax preparation and compliance
Advanced preparation: None
Delivery method: Group Live