Future Forward: Year-End Strategy for CAS Firms: Turning Entity Formation & Compliance Into Growth Engines
Presenter: Nellie Akalp
Sponsored by: CorpNet
Topic: Year-End Strategy for CAS Firms: Turning Entity Formation & Compliance Into Growth Engines
Year-end isn’t just about closing the books—it’s a powerful opportunity to elevate your role as a strategic advisor. By integrating business formation and compliance into your Client Accounting Services (CAS) offering, you can unlock new revenue streams and deliver the proactive guidance your clients need most.
In this high-impact session, Nellie Akalp, CEO of CorpNet.com, will share actionable insights on how to turn year-end compliance tasks into meaningful advisory engagements. Discover how to align entity formation, compliance, and CAS into a scalable service model that drives firm growth, builds client trust, and increases recurring revenue.
Learning Objectives:
After attending this session, participants will be able to:
- Identify high-impact year-end compliance tasks (e.g., annual reports, renewals, domestications) that open the door to advisory services
- Apply methods to streamline workflows, reduce risk, and improve profitability
- Demonstrate how compliance can support strategic planning and recurring growth
Cost: Free
CPE Credits: 1
Subject Area: Communication and Marketing
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
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