CPAacademy.org | NAVIGATE THE SHIFT FROM TAX TO CAS: UNLOCK VALUE IN

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Navigate the Shift From Tax to CAS: Unlock Value in Your Accounting Practice

Business Management and Organization

NAVIGATE THE SHIFT FROM TAX TO CAS: UNLOCK VALUE IN YOUR ACCOUNTING PRACTICE

Available Date(s)

Thursday, July 25, 2024: 1:00PM EDT

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Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

Embark on a transformative journey with Nicole Davis, CPA, as she guides accounting firms through the strategic shift from tax-centric practices to unlocking new value with Client Accounting Services (CAS). In this webinar, you'll gain insights on where to begin, what to prioritize, and discover the untapped value that CAS can bring to your practice. Nicole will share her perspective on finding success and maximizing the value proposition within CAS, while providing actionable steps to position your firm for sustained growth.

Learning Objectives:

Identify the significance of shifting from a tax-centric focus to Client Accounting (or Advisory) Services (CAS) and how it can enhance overall practice value

List practical strategies to smoothly transition towards CAS, identifying key focal points for a successful integration

Outline opportunities within CAS to create and deliver enhanced value to clients, establishing your firm as a trusted advisor and positioning it for sustained growth

Nicole Davis

Butler-Davis Tax & Accounting LLC
Founder and CEO
nicole@bd-accounting.com
(770) 500-5341

Nicole Davis is the CEO of Butler-Davis Tax and Accounting, Groundworx, and BD Payroll. She brings more than a decade of experience in accounting, tax, financial management, and advisory services to clients of all sizes in various industries. Nicole specializes in tax strategy and small business accounting with specialties in construction, pharmacies, and service-based businesses.

Before founding Butler-Davis, Nicole spent most of her career in the industry with Fortune 500 companies. She began her career with ConocoPhillips in Bartlesville, Oklahoma.

Nicole is a member of the American Institute of CPAs and the Georgia Society of CPAs. She earned a Master of Business Administration from the University of Tulsa and graduated summa cum laude from Grambling State University, earning a Bachelor of Science in accounting. Nicole is also a member of the Rockdale Chamber of Commerce and board chairman for More Than Conquerors, Inc.  

Nicole and her husband JW live in Conyers, Georgia, and have five kids. She enjoys writing poetry, cooking, and making handcrafted soaps in her free time.

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Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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. 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: www.nasbaregistry.org.

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About Our Sponsor

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.