Client Advisory Services (CAS) plays a crucial role in the success of a tax practice and in building trust as an advisor. This session offers a holistic approach to the client journey by establishing a workflow from daily transactions, monthly close, and FP&A, to tax advisory. Join us to learn how to complement a tax practice with a CAS practice to create a more efficient tax season, reduce stress for the tax team, and facilitate organic growth.
Learning Objectives:
- Recognize strategies to integrate CAS and tax practices for a more efficient tax season
- Identify methods to reduce stress for the tax team in managing client needs
- Evaluate processes within your firm to support organic growth
Deb Defer
Woodard
Director of CAAS Consulting Services
[email protected]
(404) 857-0700
Deborah has more than 30 years of accounting experience. She is the technology lead for the platform as it relates to QuickBooks Online along with the multitude of third party applications. She focuses on QuickBooks administration, receivables/payables, payroll setup and processing, financial reports, business workflows, and both corporate and individual tax returns.
About Our Presenter
Woodard empowers small business advisors to transform their practices and their clients through education, coaching, resources, and professional communities. Woodard's education programs provide some of the most advanced and relevant training in the world. Their coaching program is regarded as the most comprehensive and high-impact program of its kind, their resources are unique and high-impact, and their communities gather some of the most experienced - and kindest - advisors in the world.
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