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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, November 07, 2024: 4:00PM EST

Choose Your Time Zone:

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

Series: Women in Accounting

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
[email protected]
(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.

Additional Materials

Webinar Technical FAQs

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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