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CPA - medium firm
CPA - large firm
In today’s dynamic business landscape, mastering the art of scaling up Client Advisory Services (CAS) is crucial for firms seeking sustainable growth. Explore how to go beyond traditional growth mindsets to effectively leverage scope as a foundational pillar in scaling CAS offerings. Discover how technology, though essential, is just one part of the equation compared to the strategic management of scope, which can significantly enhance the scaling capabilities of your CAS team.
Learning Objectives:
- Define the concepts of 'growth,' 'scope,' and 'scale' within a CAS firm's context
- Identify common hurdles encountered by firms when aiming to scale their CAS services
- Determine how technology can be utilized to bolster and optimize the scaling process effectively
- List best practices for flexibly managing and adapting scope to align with the ever-evolving needs of clients
Will Hill
Will Hill Consults
Founder & Owner
[email protected]
Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession. Will has been serving the Tax & Accounting community since 2001. Will’s excitement and passion for seeing firms achieve their success are palpable in all of his interactions.
Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members. Will has also managed small and large teams of trainers, consultants, and technical specialists. He has experience re-designing internal corporate structures and workflow in addition to performing that same function on behalf of tax & accounting firms.
Known for his combination of creativity and practicality, you may have read an article written by Will in many of the industry publications and thought leadership sites or heard him on various webinars and podcasts throughout the profession. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards).
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