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7 Tips to Expand your Margins and Increase Revenue with CAS in COVID-19

4.4 (238)

Edward Warren


Wednesday, October 21, 2020 | 12:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

New Client Expectations Represents Growth Potential for your Firm: And Integrated solutions for new breed of clients with may be an integrated dashboard with KPIs, digital bill payments, online payroll, digitial document management system and even the option of video conferencing for client planning meeting, The current market shift can mean real growth for you firm.

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.
  • Value based pricing in Client Accounting Services

Join this webinar to Edward, Speaker & Author and most sought after profit improvement expert in the accounting community.

Learning Objectives

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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeeper
  • Cloud Accountants
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Outsourced CFO
  • Practice Administrators
  • QB Pro Advisor
  • Senior Accountant
  • Tax Firm
  • Tax Practitioners
  • Xero Advisor
  • 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