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

Embark on a transformative journey with Nicole Davis, CPA, in our upcoming webinar as she guides accounting firms through the strategic shift from tax-centric practices to unlocking new value with Client Accounting Services (CAS). 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 personal perspective on finding success and maximizing the value proposition within CAS, providing actionable steps to position your firm for sustained growth.

Learning Objectives:

  • Understand the significance of shifting from a tax-centric focus to Client Accounting (or Advisory) Services (CAS) and how it can enhance overall practice value
  • Learn practical strategies to smoothly transition towards CAS, identifying key focal points for a successful integration
  • Explore opportunities within CAS to create and deliver enhanced value to clients, establishing your firm as a trusted advisor and positioning it for sustained growth

About Nicole Davis

Founder and CEO, Butler-Davis

Nicole Davis is the founder and CEO of Butler-Davis, a tax and accounting firm with two locations in Georgia. 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, 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.

This webinar is part of our Redefining Value webinar series. View the other virtual events and learn more about this series.

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