Learn Your Role in Client Advisory Services

Every Firm Member Is Key to the Success—or Failure—of a New Offer

Accounting firms are ramping up Client Accounting and Advisory Services (CAAS) to remain competitive and drive revenue.

But any initiative in an organization will only work as well as employees allow it to. Firms need to get their people ready to accept and promote CAAS.

In this eBook, discover:

  • How to build a CAAS learning organization
  • Which advisory skills to focus on in training employees
  • How to build a successful CAAS team




Download the eBook