Transforming Your Accounting Services Personnel

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Dec 7th 2020

Make sure your staff's benchmarks support, rather than subvert, your firm's advisory and CAS services

Introducing CAS and Advisory services isn't easy, and if your staff isn't focused in the right direction, it can be even harder.

This guide examines:

  • How to maximize the chances that staff will spot opportunities for CAS and advisory services
  • How to structure key performance indicators to measure and develop staff development 
  • How to identify the skills and abilities of your team to optimize your chances of success with new service sales

Make sure that you and your staff are on the same page.


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