Foundational knowledge
Introductory course bundle
Four courses, sold together, that take you through the foundational decisions behind a CAS practice. Each one builds on the last. Complete all four and you’ll finish with a business plan for your CAS practice: what CAS means for your firm, who you’ll serve, and how you’ll create the capacity to serve them.
Best for firms launching CAS, and firms ready to re-envision the practice they have and move it past compliance work toward higher-value advisory.
An introduction to understanding client advisory services
Defining CAS
Get a working definition of CAS, see where it differs from bookkeeping and general consulting, and start shaping a vision for CAS in your firm.
Identifying the right niches, services, and clients
Selecting CAS clients
Choose your industry niches and build an ideal client profile (ICP) that guides the services you offer and the capacity you need.
Creating capacity to deliver services
Staffing and technology for CAS
Learn why CAS needs dedicated staff and a dedicated leader, and how to match people and technology to the services you plan to offer.
Planning for long-term success and growth
Business planning for CAS
Bring every decision together into a written CAS business plan, measured with different metrics than your traditional service lines.
Intermediate courses
Growth puts pressure on every part of a CAS practice. Each of these courses takes on one area, so you can strengthen it before it limits how far your practice can grow.
Ideal client profile and standardizing for client industry niches
The clients you take on shape everything else in your practice. Learn how to define your ideal client, choose the industry niches worth building around, and right-size your client list so your processes can scale.
Best for:
Practice leaders who say yes to almost every prospect and are now paying for it in one-off work, uneven margins, and a team spread across too many industries.
Onboarding effectively
A rocky start can follow a client relationship for years. Build an onboarding process with clear steps, a defined finish line, and the right people assigned, so every engagement begins with expectations everyone understands.
Best for:
Firms where onboarding looks different for every client, drags on with no clear end point, or lands on whoever happens to have time that week.
Standardizing your CAS practice
Consistent delivery is where CAS profit comes from. See how SOPs, technology, and staffing decisions raise margins and net client fees per professional (NCFPP), and learn when customizing for a client is worth the cost.
Best for:
Practices that have outgrown the “everyone does it their own way” phase, and leaders who want margins to grow as fast as the client base.
Pricing, productizing, and packaging your services
Turn the work you already do into defined products and tiered packages. Then price, bill, and sell them in a way that reflects what they are worth to the client.
Best for:
Firms ready to move CAS to fixed-fee or subscription pricing, and leaders who suspect their fees haven’t kept up with the value they deliver.
Questions before you enroll?
Not sure whether to start with the introductory bundle or jump to an intermediate course? Our team can help you find the right starting point for your role and where your practice is today.