Creating a Successful End-to-End CAS Engagement

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Starting a CAS practice is very different from a tax or audit practice, and this key advice is invaluable.

When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax or audit practice. Unfortunately, they quickly find that offering CAS services is a different animal, and they fail fast.  Learn to have client conversations that lead to success.

Inside You'll Find

  • How to Focus on Soft Skills
  • Designing and Building the Experience
  • Moving from a Cost Center to a Service Center
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