CPA - medium firm
While many firms are eager to transform their practices through innovative pricing and packaging strategies for CAS (client advisory services), the foundation for such transformation involves much more. In this essential webinar, we delve into the critical preliminary steps that set the stage for successful implementation of a CAS pricing and packaging strategy. Before you can effectively price and package your services, your firm must achieve internal alignment regarding the vision and value proposition of CAS. We'll explore how to identify your ideal client profiles, ensuring that your services meet the precise needs of your target market. You’ll learn why it’s vital to foster a firm-wide vision for CAS that resonates across all team members, enhancing client management strategies and streamlining your service offerings.
Additionally, this webinar will guide you through best practices for culling clients who do not align with your strategic goals and will share ideas for pinpointing the key market differentiators that set you apart in the industry. Join us to build a robust foundation in your firm to support future innovative pricing and packaging strategies, paving the way for a transformative CAS practice.
Learning Objectives:
- Identify key components necessary for establishing a firm-wide vision and value proposition for client advisory services
- Outline methods for identifying ideal client profiles to ensure alignment with your firm's strategic goals
- Evaluate client management strategies that enhance service offerings and client satisfaction
- Determine key market differentiators that can position your firm as a leader in the industry
Kimberly Blascoe
CPA.com
Senior Director
[email protected]
(855) 855-5CPA
Kim leads CPA.com’s CAS 2.0 practice transformation programs, focusing on helping firms establish and grow optimized CAS practices through consulting, practice development, and training offerings.
Prior to joining CPA.com, Kim’s career was spent more than 30 years in public accounting, with the last 13 years at Wipfli, LLP. During her time at Wipfli, Kim led their CAS practice, providing a value-driven client experience utilizing an industry-focused U.S. and offshore team delivered through an innovative digital platform. Most recently, she turned her focus to the Wealth & Asset Management industry, where she led the Broker-Dealer & Advisor Network segment of the vertical.
Kim graduated from Montana State University with a Bachelor of Science, majoring in Accounting. She lives outside Phoenix, AZ, with her family.
Kane Polakoff
CohnReznick
Principal, Client Advisory Services (CAS), Practice Leader
Kane has over 25 years of experience developing and implementing strategic services and solutions to help businesses drive operational growth and value. His industry experience includes private equity, banking and financial services, insurance, manufacturing, automotive, and publishing.
His expertise includes strategic visioning and implementation; technology innovation, P&L management, global operations and account management; client accounting advisory services; business process outsourcing, and management consulting. Kane’s experience includes helping businesses restructure and reestablish operational excellence by transforming from a discrete service provider to a value-added integrated solution provider. In addition to working with US companies, he has led business process solutions deployment internationally, including in Australia, China, Europe, India, Israel, Mexico, and the Philippines.
Roman is the Founder of Full Send Finance - a data-centric accounting solution for growth companies. After working at 4 firms in various capacities, Roman started Full Send out of a desire to enhance client experiences through technology, better internal workflows, and a focus on excellent service. Roman has been a CPA for 12 years, although he identifies as a business enthusiast who loves building, tinkering, and surrounding himself with smart and creative people. Roman loves to listen to other passionate people talk about their vision. It brings him great fulfillment to play a small part in others' success. It could be through direct services or through making a connection that opens doors.
About Our Presenter
CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.
CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.
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