Client Advisory Services
CAS: The growth opportunity that’s reshaping accounting
Transforming CAS takes more than new tools — it takes strategy, standardized operations, talent development, and continuous improvement. CPA.com provides the methodology, benchmarking, coaching, and technology enablement to guide that transformation, wherever your firm is in its CAS journey.
Your clients are ready for advisory.
Is your firm ready to support them?
Delivering CAS at scale takes more than willing clients and a capable team. It takes a practice built to support it: clear governance, smarter pricing, a connected tech stack, standardized processes, and a team structured for advisory work. CPA.com works with firms across each of these areas, helping you close the gaps holding your practice back and build a foundation that grows with your clients.
Accelerate advisory
CAS is an intentional shift that moves your firm beyond transactional work into ongoing, strategic guidance that keeps clients engaged year-round.
Fuel new growth
Firms already delivering CAS services report significant increases in revenue and project continued strong growth in the future – real-world momentum.
Meet rising demand
Clients want more than routine services – they're actively seeking strategic insight. CAS helps firms meet that demand.
Lay the groundwork
Get CAS right, and the rest of your firm has a working model for advisory delivery.
Our CAS services for firms
Grow your CAS practice with confidence
Whether you're just getting started or ready to accelerate, CPA.com's CAS Professional Services team gives you the training, coaching, and expertise to build a practice that lasts.
Choose the options that best fit your current situation and find out which service is recommended for you.
Workshops
Immersive virtual experiences to gain practical insights, collaborate with industry experts, and leave with actionable strategies.
Coaching
A personalized, mentorship-driven initiative giving firms access to industry experts for 1-on-1 sessions and a community of peer firms through roundtables, group meetings, and more.
Self-study courses
Introductory and intermediate courses tailored to empower practitioners with the skills needed to strategically manage and grow a CAS practice at their own pace.
Toolkits
Practical tools designed to help firm leaders effectively build, manage, and grow a CAS practice while providing practical support tailored to the unique challenges of CAS.
Proven solutions that CPA firms rely on daily
Build your CAS technology stack with our partner solutions
CPA.com's CAS Professional Services team is here to equip you and your team with the resources, expert training, and personalized coaching to help you scale a firm that's not just profitable, but built to last.
BILL Accounts Payable
Automate bill capture, approvals, and payments across your client base from one dashboard. Clients get a simple way to approve and pay, while your team keeps visibility and control at every step.
BILL Spend & Expense
Issue cards, set budgets, and capture receipts in real time for your CAS clients. Transactions sync to the books automatically, so month-end close moves faster with fewer manual entries.
Sage Intacct
Cloud financial management built for growing organizations. Give CAS clients multi-entity consolidation, real-time dashboards, and dimensional reporting, while your firm manages every client from a single console.
Paychex
Payroll, HR, and benefits administration in one human capital management platform. Help clients manage their workforce and stay compliant, and add payroll and HR services to your CAS offering.
Client stories
How CPA.com helped these firms transform their CAS practices
Firm leaders share how working with CPA.com’s CAS Professional Services team helped them standardize pricing, restructure their teams and hit billable goals they had missed for years.
“We already had a successful practice, but CPA.com’s CAS coaching took us to another level. By implementing standard pricing and packages and focusing more on value-added advisory services, we’ve grown revenue 50% year over year.”
“Our team was profitable, but our growth had slowed and our billable hours were declining. … Our department is achieving their billable goals for the first time in several years.”
“We knew where we wanted our Client Accounting & Advisory Services practice to go, but we didn’t have a clear roadmap to get there. CPA.com’s coaching program helped change that.”
“One of the biggest wins was restructuring my team and hiring for a new role that resolved a major bottleneck in the firm. Coaching helped me see what needed to change and gave me the confidence to take action.”
“The coaches challenged our thinking while providing practical solutions … [and] helped us accelerate our own growth and avoid learning everything the hard way.”
Knowledge hub
Insights to grow your CAS practice
Guides, reports and playbooks to support your CAS journey.
Sales tax audit readiness is your next advisory offering
In practice, clients bring you today's problems, not tomorrow's. They tell you they changed how or where they sell, right after it becomes a…
Are your financial operations services leaving clients exposed to fraud risk?
Ever had your credit card company call to authorize your recent purchase of two business-class airline tickets to an exotic destination – even though…
How aligning tech and verticalization fuels CAS growth
As more accounting firms evolve their client advisory services (CAS) practices, one strategy is gaining serious traction: verticalization. For firms looking to go deeper…
How CAS practices are scaling with SSARS 27 and value pricing
Client advisory services (CAS) has rapidly evolved into one of the accounting profession’s most strategic and fastest-growing practice areas. The introduction of SSARS 27…
How top firms are turning AI talk into action
Last month, I had the pleasure of attending the 2025 BILL and CPA.com Accountant Partner Council, where, for two and a half days, firm…
Automation gives CAS staffers a leg up. Here’s why.
Let's say you're announcing to your client advisory services (CAS) team that your firm is investing in powerful new automation technology. When you scan…
Frequently
Asked Questions
Do you have CAS questions that aren’t addressed here? Let’s talk – just click the button below to start a conversation.
CAS refers to a model of accounting service delivery where firms provide ongoing, technology-enabled accounting and advisory services — including bookkeeping, reporting, payroll, and strategic guidance — on a subscription or retainer basis. It’s the evolution of traditional compliance work into a higher-value, recurring-revenue practice model.
Traditional accounting services tend to be transactional and backward-looking — tax prep, audit, year-end close. CAS is proactive and advisory: firms work with clients continuously, providing real-time financial insights and strategic guidance that help businesses make better decisions throughout the year.
CPA.com offers a range of resources to help firms launch or scale a CAS practice — from self-study courses and coaching engagements to workshops and technology evaluations. The best starting point depends on where your firm is today. Contact our team for a personalized recommendation.
CPA.com has vetted and endorsed a core set of CAS technology solutions covering client accounting, AP/AR automation, expense management, payroll and human capital management. Each solution has been evaluated for fit with accounting firm workflows and client needs.
Yes. CPA.com provides self-paced courses, coaching, workshops, and webinars designed to help practitioners build CAS knowledge and skills at every level — from introductory concepts to advanced practice management and technology implementation.
CAS Professional Services
Talk to our team about the right solution for your firm
Build a CAS practice with the right technology, processes, and strategy for your firm. Our team will help you assess your current workflows, identify the best solutions from our partner ecosystem, and create a clear roadmap to grow your practice.