Harnessing AI in Client Advisory Services: The Future of Accounting Starts Now
Category: Practice Management | Date: 04/09/2025 15:30 | Duration: 1hr | Tag: SEFEIE25D3S6 | Type: Webinar | Speaker: Brenda Jordan, Kane Polakoff
This course is part of The September Fest 2025
Client Advisory Services (CAS) is no longer an emerging trend — it’s the present and future of accounting. Accountants and Finance Professionals who fail to adapt risk losing relevance and revenue. This session will explore how data analytics, automation, and AI are transforming the delivery of CAS, creating opportunities to boost profitability, strengthen client relationships, and operate more efficiently without expanding headcount. Drawing on proven strategies from the U.S. market, presenters Brenda Jordan and Kane Polakoff will share insights on how to implement scalable, tech-enabled advisory services that set your practice apart. Whether you’re looking to grow recurring revenue or deliver greater value to clients, this webinar will equip you with practical steps to move forward.
Brenda and Kane will cover the following topics during this presentation:
• The evolution of CAS and why the shift from compliance to advisory is now critical.
• Key challenges facing accountants and bookkeepers — and how AI and automation address them.
• Practical strategies to increase revenue without increasing headcount.
• Real-world case studies from U.S. CAS leaders, with insights transferable to UK and Irish practices.
• Building a scalable, tech-enabled advisory model that delivers measurable client impact.
By attending this session you will:
• Understand the core components of a successful CAS offering and why client expectations are changing.
• Identify the technologies and processes that deliver efficiency, insight, and competitive advantage.
• Learn practical ways to increase advisory revenue while reducing operational strain.
• Gain inspiration from proven U.S. CAS success stories and apply them to your own market.
• Leave with an action framework to start or enhance your CAS journey immediately.
This session will be of particular interest to:
• Accountants and bookkeepers seeking to expand into CAS.
• CPAs looking to strengthen advisory service offerings.
• Tax advisers exploring value-added client services.
• Practice owners and partners aiming to improve profitability and client retention.
• Finance professionals interested in tech-enabled service delivery.
Course Level: Intermediate
Brenda Jordan
Kane Polakoff