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Client Accounting and Advisory Services: Implementing and Monitoring Systems, Enhancing Quality, Minimizing Risks

Recording of a 110-minute CPE webinar with Q&A

This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Wednesday, March 27, 2024

Recorded event now available

or call 1-800-926-7926

This webinar will equip accounting firms with the knowledge and tools to successfully provide client accounting and advisory services (CAAS). Our panel of CAAS experts will address the key elements of implementing and strengthening these services, including understanding client needs, developing specialized expertise, implementing technology, and streamlining internal processes.


Offering client advisory services is a tremendous undertaking. Practitioners must consider marketing and business development, ensure risks are controlled, and the quality of services offered is high. Clear communication and collaboration between practitioners and clients are critical to effectively providing these services.

Selecting the appropriate technology significantly contributes to the success or failure of a CAAS practice. Specializing or developing unique expertise establishes credibility and attracts clientele. Understanding how to best establish and monitor CAAS is crucial for firms offering these essential services.

Listen as our panel of client accounting advisory services experts details how to implement, enhance, and monitor CAAS services.



  1. Introduction to client accounting advisory services
  2. Understanding client needs and expectations
  3. Expanding service offerings
  4. Developing specialized expertise
  5. Implementing technology and innovation
  6. Streamlining internal processes
  7. Enhancing communication and collaboration
  8. Quality assurance and risk management
  9. Marketing and business development
  10. Continuous improvement and adaptation


This panel will review these and other critical issues:

  • Evaluating internal workflows and procedures in order to streamline services provided
  • Implementing quality control processes and procedures to monitor risks
  • Assessing technological needs and capabilities
  • Finding and developing a talented team with specialized skills


Hale, Adam
Adam Hale, CPA

Summit Virtual CFO by Anders

Mr. Hale co-founded Summit CPA Group (now Summit Virtual CFO by Anders) in 2002, which merged with Anders CPAs +...  |  Read More

Peters, Katina
Katina Peters, CPA, CGMA

Peters, Johnson, Staley & Co.

Ms. Peters is a business growth and profitability advisor with a passion for helping clients achieve their dreams. She...  |  Read More

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