About the Training Event

In today’s high-tech AI world, there is still a great need for business services, including bookkeeping, accounting, payroll, technology consulting, forecasting, and analytic work. This session will discuss the market and share perspectives from a seasoned Client Advisory Services (CAS) veteran.  Val Steed, CPA, MA, CITP, has worked in the accounting technology industry for over thirty years.  He ran his own firm and CAS practice for over twelve years and has spent numerous hours consulting with accounting technology companies on how to build a partner program and market to accountants.  This session is a guaranteed good time and has valuable information.

Invest one hour into this FREE event to: 

  • Discover five key service areas for CAS
  • Realize what clients really want
  • Learn how to build a CAS practice from an accounting practice
  • Identify how a simple policy change or two can significantly help your practice
  • Create a more positive culture in your CAS practice