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


