Future Forward October 2026: The CAS Craze: The Service Model of Forward-looking Practices
Speaker: Heather Day
Sponsor: Xero
CAS (Client Advisory Services) is more than a buzzword - it’s a smarter, more profitable way to serve clients. In this fast-paced session, Heather Day, from Woodard, cuts through the noise to show you how to structure, price, and deliver five key CAS service lines using a proven three-tier model. Walk away with clear strategies to protect your scope, boost revenue, and get clients to say yes.
Upon completion of the webinar, participants should be able to:
- Define 5 key areas of CAS & their value propositions
- Discuss three-tiered model for deeper client relationships
- Examine techniques to cast value & have clients accept pricing
Cost: Free
CPE Credits: 1
Subject Area: Information Technology
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer