How to SPRING into CAS: A Step-by-Step Framework - Sponsored Webcast
1.00 Credits
Member Price $0
Non-Member Price $45
Overview
This webcast is Sponsored by FetchInsights.
The accounting profession is rapidly evolving, and Client Advisory Services (CAS) is at the forefront of this transition. This course will equip CPAs and accounting professionals with the knowledge and tools to leverage AI-driven insights for CAS, helping firms transition from transactional services to high-value, recurring advisory engagements. Participants will explore the benefits of automation, industry benchmarking, and data-driven decision-making to enhance client relationships and significantly increase firm revenue.
Highlights
Prerequisites
None
Designed For
This course is ideal for CPAs, accounting firm owners, and financial professionals looking to expand their service offerings and increase profitability through AI-driven CAS solutions.
Objectives
By the end of this course, attendees will:
- Understand the growing CAS market and its impact on accounting firms
- Learn how AI-driven insights streamline CAS offerings and improve efficiency
- Find out how to launch a CAS practice in 30 minutes or less
- Discover how to scale CAS services without increasing staff workload
- Gain strategies to position their firm as a leader in business advisory services
Preparation
None
Notice
Leader(s):
Leader Bios
Charles Wismer, CEO, FincenFetch
Charles Wismer, is the CEO of FincenFetch. He has guided the platform to become a premier solution for BOI filing, trusted by hundreds of leading firms throughout the U.S. Anticipating the needs of the market, FincenFetch began crafting CTA filing solutions two years prior to the introduction of Corporate Transparency Act filings. During this developmental phase, Charles and his team engaged in thousands of conversations with professionals from accounting and law firms, collecting critical insights that have shaped industry standards and best practices.Charles previously served as a managing partner at Diode Capital, a venture capital fund focused on emerging technologies, which continues to inform his work; he remains an active member of their investment board. At Diode, Charles applied his prior management expertise from overseeing fund and family office operations and directing engineering teams. Over the prior decade, Charles has managed engineering teams to design and implement cutting-edge technology solutions across various industries, including real estate, telecom, decentralized databases, and AML/KYC compliance - the latter of which placed the Corporate Transparency Act on his radar in early 2022. When away from the demands of technology, Charles unwinds in Florida, where he relishes quality time playing tennis or enjoying the outdoors with his wife and three sons.
Non-Member Price $45
Member Price $0