The Critical Role of Scope when Scaling CAS

May
21
2026 (Thursday)
Time 10:00 AM PDT | 01:00 PM EDT
Duration: 60 Minutes
72 Days Left To REGISTER
Id: 212042
Instructor
William Hill 
Live
Recorded
Live + Recorded
Refund Policy

Overview

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.

Why you should Attend

If your CAS practice is growing but profitability, capacity, or consistency still feel uncertain, you’re not alone-and standing still may be the greatest risk of all. Many firms attempt to scale without clearly defining growth, scope, and scale, leading to overwhelmed teams, misaligned client expectations, and technology investments that fail to deliver real leverage. 

Areas Covered in the Session

  • 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

Who Will Benefit

  • Business leaders
  • Especially those in professional services

Speaker Profile

William Hill is the Founder and Owner of Will Hill Consults, LLC, a coaching and consulting firm dedicated to helping CPA firms thrive at the intersection of people and process. With more than 24 years in the profession, Will helps firm owners streamline operations, strengthen leadership, and build accountability into every plan-so they can serve clients effectively without burning out their teams.

Through his work inside 400+ accounting firms across the country, Will has developed a clear understanding of what drives growth, culture, and sustainable performance in today’s fast-changing profession.

A recognized thought leader in firm management and change leadership, Will has been named one of Accounting Today’s “Top 100 Most Influential People in Accounting” and is a two-time CPA Practice Advisor “Under 40” honoree (though, as he jokes, “no longer eligible”). His insights have appeared across leading industry publications, webinars, and podcasts-and his passion for helping firms define and achieve success is evident in every engagement.
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