The accounting profession continues to navigate unprecedented challenges as the industry and its clients attempt to absorb ten years of digital transformation in mere months.

Long before remote accounting and working from home became the current staffing models for outsourced accounting, most practice leaders were already trying to upscale their services model from data entry, coding, and compliance to deliver on advisory services as their clients' outsourced CFO.

Many accounting and CPA firms have already added an extra “A” to their Client Accounting Services (CAS) acronym to embrace Client Accounting & Advisory Services (CAAS) more fully.

This course is designed to help you better understand the opportunities that exist to add advisory services to more traditionally outsourced accounting and client accounting services. Vic.ai Academy has invited five expert panelists from a broad cross-section of firms to help you jump-start and accelerate your own practice’s advisory services.

Please Note: This webinar is for outsourced accounting, outsourced CFO, client accounting services (CAS), entrepreneurial services, managed accounting, and bookkeeping teams.

• Identify how to get started in advisory roles


• Determine how to add advisory services into the mix of other accounting services your team provides


• Define industry best practices for success


• Identify whether advisory services are right for you and your team


• Determine how to staff up the right roles and responsibilities


• Determine how to add advisory services to your firm’s business model


• List the right tools and software to make your advisory more efficient and profitable


• Identify plans to sharpen your skills and find clients that are a good fit


• Determine the future of the advisory industry

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222