Optimize your CAS strategy to help clients achieve their goals

CPA.com Practice Area Resources

Client Advisory Services

As businesses evolve, the necessity of a trusted advisor becomes more crucial to long-term success. Today, more and more business clients are seeking greater strategic insight and a higher level of value from their accounting professional. To tap into this important opportunity and be better prepared to meet client demands, accountants are evolving their trusted advisor role by delivering high-value client accounting advisory services (CAS). ​

 

As firms begin to shift their business models and technology strategies to fill this need, they are able to deliver real-time financial data and give clients deeper insight into their business – allowing them to provide more robust CAS offerings for success and long-term growth.​

Partner with CPA.com

To empower accounting professionals to enhance their CAS offerings and provide more value for clients, CPA.com offers a host of practice development training and educational resources as well as access to leading technology solutions for financial management, bill pay services and expense management - designed to help firms offer robust CAS services profitably, and effectively.

 

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Practice Development

CAS Certificate

CAS Certificate

Display your expertise with a digital badge earned while building your CAS business model at our Client Advisory Services Roadmap Workshop and CAS Self-Study.

Client Advisory Services (CAS) Roadmap Workshop

Client Advisory Services (CAS) Roadmap Workshop

Build your CAS business model with a step-by-step roadmap covering the most advanced framework and best practices for success.

Self-Studies

Self-Studies

Learn at your own pace as you further develop technical skills and strategic understanding.

Digital CPA

Digital CPA

Digital CPA is the leading conference for practitioners curious about technology and its impact on the accounting landscape.

Educational Resources:

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Additional

Contact us to discuss how you can develop or expand your CAS practice profitably and effectively by emailing, inquire@hq.cpa.com.