Introduction to Client Accounting Services

Learning Objectives

• Recognize the functions and roles of CAS services and how to execute these services.
• Identify what CAS services are and apply them to your service line.
• Distinguish primary functions within CAS and workflow of SMART reporting.
• Identify the basic definitions of the common factors with the firm and how CAS reinforces the opportunity to serve your clients.
• Recall many of the important details regarding performance as a CAS Associate or Transaction Specialist as part of an organization that provides both Client Accounting Services and Client Advisory Services

Major Topics

Product details:

• Learn about the various roles and common workflows within the CAS service line as well as the primary functions within CAS, such as primary accounting functions and transactional work.
• Additional modules include Critical Thinking, Project Management, Communication, Listening, Feedback and Risk management.

Key Topics:

• Overview of the changes in the business economy resulting from the growing demand for CAS
• Overview of traditional accounting department role(s) prior to the growth of CAS
• Overview of the roles within the CAS service line
• Participants professional development opportunities with CAS
• Key objectives and components of CAS services
• Provide more in depth coverage of areas that CAS Associates should gain proficiency, including soft skills, reconciliations, communication, feedback and the professional growth opportunities

Advanced Preparations

None

Who Should Attend

Bookkeepers, finance professionals, entry level staff, and accountants. CAS Associates as well as their direct supervisors.

Fields of Study

Prerequisites

None

CPE Credits

Level