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7 Tips to Increase Revenue & Profit for Client Accounting Services Practice

4.4 (238)

Edward Warren


Wednesday, March 25, 2020 | 12:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Course Description

You work hard to keep your business running. But are you working to keep it growing? Building a Client Accounting Services (CAS) practice is hard work. Advisory practices in general and CAS practices, 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, we’ve identified few tips for growing your CAS practice.

Highlights of the webinar : 

  • Finding your Niche
  • How to setup Client Growth Plan
  • Finding Alternative Staffing Solutions
  • Increasing your Margins
  • Chose your clients as opposed to your clients choosing you.

Learning Objectives

  • To learn how being a disruptor may be one of your key success factors
  • To understand why picking and mastering a niche is critical to advisory success
  • To know what's your greatest expense how to effectively manage it.
  • To understand why it's important to be a disruptor in this new practice area.
  • To understand the necessity & worth of one key ingredient in all your plans.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Young CPA


    [no_of_record] => 238
    [average] => 4.3529




Learned good information on staffing solutions and increasing profit margins for clients which will help me to deliver financial analysis and better business decisions for my organization


Valuable information shared by Mr.Edward Warren, he had filled the presentation with great live examples to help understand the points he was making.


One of the best, high-level information on value-based pricing in client accounting services


A very informative solution shared by the presenter for increasing the profit margins. He has a vast knowledge of profit and revenue model for clients in accounting.


Interesting tips shared by Edward, It was an excellent presentation on increasing the revenue and profit in the accounting industry