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Cracking the CAS Growth Code: How to Market, Message and Scale Your Practice
March 20, 2025 @ 2:00 pm – 3:00 pm EDT
Client advisory services (CAS) continues an upward trend, with a reported median growth rate of 17% and a projected 99% median growth for the upcoming three years. Despite the impressive growth and trajectory, firms are still challenged by client understanding of the practice area and breaking through with a consistent message in the marketplace.
To build a scalable CAS practice, you must understand the foundational services and how to successfully market them. In this webinar, Kim Blascoe from CPA.com and Holly Shier, Chief Marketing Officer at Rehmann will discuss what it takes to dial in your marketing and education strategies to approach new clients, existing clients and internal stakeholders. They’ll delve into the significance of building a coalition of CAS advocates within your firm, how to identify an ideal prospect and the importance of creating a solid value proposition for your foundational CAS offerings.
Learning Objectives
Identify targeted approaches to engage internal stakeholders, existing clients, and potential new clients by creating compelling value propositions, communicating effectively, and leveraging strategic marketing tactics tailored to each audience segment.
Distinguish the significance of client advisory services (CAS) within accounting firms and understand the value proposition for both you and your clients.
Identify the key challenges encountered in marketing CAS, including foundational services, and formulate strategies to overcome these obstacles.
Recognize the unique storytelling required for establishing a scalable CAS practice
