CAS needs to improve client education.

TLDR:

In this article, the importance of including client education in Client Advisory Services (CAS) is emphasized. Providing basic financial and managerial accounting education to clients can help them understand their own businesses better and improve the overall value of the services provided. Client education can be customized in various ways, such as e-newsletters, micro-learning, industry-specific training, or self-study courses. There are five key reasons for adding client education to CAS, including differentiation from competitors, increased client retention, and staff development. The article also highlights the benefits of investing in client education, such as improved efficiency, profitability, and long-term viability for CPA firms. Overall, client education is seen as a valuable investment that can have a positive impact on both clients and firm staff.

Below is the full article:

CAS needs to include client education | Accounting Today

Firms are hoping to develop enduring client relationships and increase profit by providing client advisory services. To increase the chance of success, there’s a critical piece that needs to be included with those services — client education. The amount of value clients receive from CAS offerings is diminished when the client doesn’t understand “the language of business.” Think about the times when someone in a different industry explained a totally foreign concept to you. It likely made sense if they explained it in lay terms. But did you understand it? Probably not. I call it the bobblehead doll syndrome. It’s the same thing with your clients — they hear what you’re saying, but can’t operationalize the guidance because they don’t understand it.
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