You’ve read articles and the latest research highlighting the benefits of client advisory services (CAS). You’ve talked to other firms who have expounded the cases for expanding into higher level advisory services. You’re now ready to take the next step for your own firm.
Where do you start? How do you translate that excitement into a practical plan to launch a CAS practice as efficiently and effectively as possible?
A good first step is to figure out where you’re starting from. Building and growing a successful CAS practice requires a fundamentally new mindset and approach beyond traditional practice areas like audit and tax. Taking the time to assess your firm’s current strategy, structure and operations will help you determine where you are already well-positioned to take on this new service area, as well as any gaps that you may need to focus on to ensure you’re set up for success.
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