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Free cpe webinars
The Mistakes Not to Make When Building a CAS Practice

THE MISTAKES NOT TO MAKE WHEN BUILDING A CAS PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 20, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Client accounting advisory services (CAAS or CAS) is one of the key levers of growth models for many accounting firms today. And the good news is that you don’t have to reinvent the wheel and start from scratch. Join four CAS leaders who will share the lessons they’ve learned the hard way—including what they’d do differently today, the key foundational areas of CAS you should focus on first, and how to ensure that your client advisory services practice is built with the client’s needs in mind.

Learning Objectives:


  • Describe the key foundational areas of CAS that should be focused on first

  • Determine how to build your practice to ensure the client's needs are always in mind

  • Give examples of what can be done to improve your client advisory services
     

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sharon Berman

Rehmann
Principal and Business Advisor
sharon.berman@rehmann.com
(248) 579-1111

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Sharon has over 30 years of experience at local firms, national firms, and in private industry. With extensive experience providing accounting, audit and review services, she has performed technical reviews and research, peer reviews and internal inspections; this makes her a natural fit for designing and implementing effective accounting solutions. She has worked with clients in various industries, but has found her niche to be working with privately-held businesses. As a frequent writer on technology for various publications, Sharon is a thought leader in the industry.

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Dixie McCurley

Cherry Bekaert LLP
Principal, Digital Advisory, CAS Leader
dixie.mccurley@cbh.com

Cbekaert

Based in Atlanta, Dixie oversees outsourced accounting for small to medium-sized businesses utilizing new methods that capitalize upon the latest technologies available. Her specialties include outsourced accounting services, restructuring, system, policy and procedure implementations, tax planning and strategy, business process analysis and implementation, and bookkeeping services. Dixie helps empower controllers and CFOs by leveraging their data, streamlining reports and identifying efficiencies to drive business performance. 

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Kane Polakoff

UHY Advisors
National Practice Leader, Client Accounting Advisory Services
kpolakoff@uhy-us.com
(248) 204-9453

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Kane has over 25 years’ experience in delivering high value integrated solutions globally, and leading consulting and business process services engagements. Career achievements in building new lines of business from the ground up as well as reinvent organizations to be more competitive within the marketplace by deploying cutting edge technology, robust processes and creating a center of excellence. Kane is the national practice leader for UHY Advisors’ Client Accounting Advisory Service (CAAS).

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Jenni Huotari

Eide Bailly LLP
Partner-in-Charge of Business Outsourcing & Strategy
jhuotari@eidebailly.com
(701) 476-8728

Eb

Jenni is a partner with Eide Bailly LLP, a top 25 CPA firm nationally, based in Fargo, ND. Her time with Eide Bailly has allowed her to work with hundreds of tremendous companies. At Eide Bailly, they have a commitment to being an on-going resource to the companies and have an investment in their success and their growth. Jenni works with a wide range of companies, from those that have been around for over 100 years, to companies that literally just started. Each experience provides a very rewarding experience and a diverse range of knowledge related to many things beyond just financial information. Jenni considers herself a geek for business operations and financial information. 

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.