CAS is a journey

We're here to guide you every step of the way.

CPA.com 
CAS Professional Services

 

You already know that client advisory services (CAS) enables you to provide more valuable insights to clients, retain talent and ensure sustained revenue for future growth and success. But as CAS evolves, so too must your firm. CPA.com’s CAS 2.0® methodology and framework provides you with a holistic, top-to-bottom approach to business transformation and change management to ensure that your firm stays ahead of the curve and ahead of the competition when it comes to managing a successful and sustainable CAS practice.

 

 

Drive the future of your practice with client advisory services

CPA.com's CAS 2.0 methodology and framework guides you through the steps needed to develop a more robust and holistic CAS offering. It's built on 4 key pillars of business strategy and focus:

Having leadership alignment on a firm-wide strategy and governance that supports CAS practice growth is foundational for any firm investing in CAS.

The practice development pillar includes a defined business model, encompassing practice and staff metrics, client assessments, pricing, packaging, marketing and sales strategies – all critical components for a future-ready CAS practice.

Technology solutions are a catalyst for service expansion and innovation. CAS practices must develop a holistic and integrated technology strategy from tech-stack design to implementation, onboarding and ongoing maintenance.

Operational excellence includes optimizing the performance of your CAS practice through process standardization, upskilling programs, efficient client onboarding and integrating the people, processes, and technology.

 

The Future of Client Advisory Services (CAS): Understanding CPA.com's CAS 2.0® framework

Learn how CPA.com’s CAS 2.0® methodology and framework can provide a roadmap to drive holistic, long-term growth and practice transformation to position your firm for future success.

CAS Benchmark Survey

2022 CPA.com and AICPA PCPS CAS Benchmark Survey

Client Advisory Services (CAS) are the fastest growing in the profession, and many firms are looking for the best ways to measure their practices. CPA.com and AICPA PCPS have partnered to gather the benchmarks for CAS and develop CAS KPIs and best practices based on data from firms across the country.

CAS Benchmark Survey

CAS Professional Services

Embark on your CAS transformation journey with CPA.com as your guide and the CAS 2.0 framework as your compass. CPA.com’s CAS Professional Services can help you achieve your firm’s vision for your practice.

Coaching

Coaching

Bridge the gap between where your business stands now and where you want to take it in the future through tailored analysis and planning, best practice recommendations, roadmap development and key change management considerations.

Consulting

Consulting

Turbocharge your CAS practice transformation with a custom consulting engagement delivering tailored solutions to meet your firm's specific needs.

Workshops

Workshops

No matter where you are in your CAS journey, our workshops are designed so that you walk away with actionable plans, meaningful insights and valuable takeaways to evolve your practice.

AICPA CAS Core Advisory Skills Program

AICPA CAS Core Advisory Skills Program

Today’s business environment calls for strategic business partners to offer deeper advice and insights. The AICPA CAS Core Advisory Skills Program helps participants master the technical and leadership skills needed to become the transformational leader that firms and clients are looking for.

CAS Firm Self-Assessment Tool

CAS Firm Self-Assessment Tool

Align your CAS practice with the profession’s best practices and learn strategies to impact your firm's trajectory for growth.

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CAS Practice Area Resources

Whether you're looking to provide more value to your clients, employees, or simply want to optimize the management and implementation of your CAS practice, CPA.com also offers insights on the latest CAS trends and opportunities you need to ensure your firm’s success today and as your business evolves.

More CAS Resources

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Building a future ready firm

The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development.

CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena – enabling you to focus on growing your business with the smartest solutions in our profession.

To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.

Questions? We're here to help