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Turning Nexus Studies into Consistent Advisory Revenue
May 27 @ 2:00 pm – 3:00 pm EDT
Seven years after South Dakota v. Wayfair, Inc, many clients still carry hidden multi-state sales tax exposure – and most firms are only discovering it after the fact. Forward-thinking CAS advisory firms are shifting that narrative by proactively identifying nexus risk and turning it into a high-value client service.
In this session, we’ll explore how Squire & Company is using nexus studies as both a client service differentiator and a scalable revenue stream. With tools like Kintsugi’s free, firm-enabled nexus study, identifying exposure no longer requires specialized SALT resources or additional headcount. Instead, firms can deliver fast, data-driven insights that open the door to deeper advisory conversations.
Join leaders from across the ecosystem as they share how they are operationalizing proactive outreach, packaging nexus insights, and confidently guiding clients through next steps. You’ll also hear how firms are successfully monetizing these engagements, with real-world examples of pricing and positioning.
Learning Objectives
Determine practical pricing and packaging strategies for monetizing nexus study engagements
Evaluate how nexus studies can be positioned as a proactive advisory service and revenue-generating offering
Apply a structured approach to initiating client conversations and using data from nexus study results
