Conference
Live Replay WebinarIntermediate level
K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
★★★★★
4.6 · 34 attendee ratings
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery.
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
Course details
- Recommended CPE credit
- 2
- Field of study
- Accounting
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 25c-cascpaf
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 2 credits
$50
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
Oct
7
Modern AI Solutions for Busy Accounting Teams
Conference · Oct 5–8, 2026
· Online · this course runs Oct 7, 2026 · event offers up to 19 credits
$175
View event
Your instructor
Randy Johnston
Partner · K2 Enterprises · ★ 4.5 instructor rating
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. K2 Enterprises (K2E.com) – Executive Vice President,...
Full profile →Attendee feedback
4.6
34 attendee ratings
Attendee reviews
★★★★★
“Very good presentation with useful suggestions.”
Common questions
How many CPE credits is K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success worth?
K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success is worth 2 CPE credits in Accounting. CPE Today is a NASBA National Registry sponsor (ID 167619), so the credit is accepted by state boards of accountancy nationwide.
What are the prerequisites, and what level is it?
The program level is Intermediate. No prerequisites or advance preparation are required.
Who should take K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success?
Accounting professionals seeking to successfully enter or expand the client accounting sector of their practice
What is the format, and how long does it run?
It is delivered as a webinar, running about 1 hour 40 minutes. Live sessions include the real-time attendance checks NASBA requires; your certificate is issued automatically on completion.
What if it doesn't meet my expectations?
Every purchase carries a 100% satisfaction guarantee — a full refund within 30 days, no questions asked.
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