On Demand
A&E Best Practice Webinar

Benchmark Webinar

Duration:
60 minutes
Time & Date:
Jun 25, 2026 9:50 AM

Client Advisory Services (CAS) is one of the most exciting growth opportunities in the accounting profession

What you'll learn
  • How to identify the key operational and strategic barriers that limit CAS scalability and recurring revenue growth
  • How to apply the core components of a structured CAS operating model, including service design, workflow alignment, pricing approach, and capacity management
  • How to evaluate opportunities to transition existing compliance work into higher-value advisory services that support sustainable firm growth and improved client outcomes

Guest list

Ashish Desai
CEO, Monograph
Aya Maeda
Senior PMM, Monograph
Register
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