CAS is one of the fastest growing service lines in many firms today. In this course participants will learn how the CAS services integrate with other service lines within a firm. Want to learn more about Client Accounting Services? This course provides the knowledge and skills to get you started in the business of CAS. Learn the benefits and ways that you or your firm will benefit by adding this service to your business.
Course ID: ICAS
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.
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
Advanced Preparations
None
Who Should Attend
Bookkeepers, finance professionals, entry level staff, and accountants.
Fields of Study
Specialized KnowledgePrerequisites
None