Strengthen your competency

CPA.com and AICPA

CAS Certificate

Earn your CAS Certificate in two parts29 CPE credits total

with

Client Advisory Services (CAS) Roadmap Workshop15 CPE credits total

and

Client Advisory Services Self-Study14 CPE credits total


Set yourself apart and strengthen your expertise with our fundamental Client Advisory Services Certificate.

Ready to launch and grow your client advisory services? Join our expert facilitators and learn how to build and expand this profitable and future focused practice area. Our two-part certificate program, consisting of a live virtual workshop and a self-study program, can help your firm with:

  • Understanding the advantages of a recurring monthly advisory service line
  • Demonstrating the value of CAS to internal stakeholders
  • Effective consultative client interactions
  • Workflow analysis and design
  • Successfully onboarding clients and offering impactful client assessments
  • Creating a staffing model for success

Your certificate will be awarded as a digital badge* – a learning innovation that makes it easier to display your achievement.

 

Register for a workshop below, and upon completion, receive a code for 20% off the seven-module CAS self-study!

 

*Upon completion of both the CPA.com CAS Roadmap workshop and the CAS Self-Study course within a two-year period, you will be awarded with a certificate. The CAS Certificate is issued in the form of a digital badge to be proudly displayed anywhere on the internet—a personal blog, a social network like LinkedIn, Facebook, Twitter, a biographical page on a company website, or an online resume.

 

Who should earn the certificate?

Practitioners in firms that are taking the lead in building CAS.

  1. Partners leading the development of the CAS service line
  2. Senior staff being tasked with management of CAS operations
  3. Staff that are honing new competencies to delivery high quality advisory services
  4. Firm partners and team looking to take CAS to the next level within their practice

You don't have to be a CPA to benefit from this knowledge.

CPA.com and AICPA collaborated with nationally recognized leaders to design and instruct learning modules on these topics. Upon completion, you will have core competencies in fundamental client accounting service deliverables, and a digital badge to demonstrate your expertise.

Earn your CAS Certificate in two parts29 CPE credits total

with

Client Advisory Services Roadmap Workshop15 CPE credits total

and

Client Advisory Services Self-Study14 CPE credits total

Part 1: Client Advisory Services (CAS) Roadmap Workshop

Build your CAS business model at our Client Advisory Services Roadmap Workshop

Technology has transformed client services, allowing for a highly efficient digital workflow which enables firms to provide higher-value advisory services that support long-term client financial success. More and more businesses need accounting support, and are looking for a Trusted Business Advisor® that can provide a range of services, from back-office accounting work to controller and CFO level services.

Our proven and tested practice development approach moves progressive firms forward in their transition to higher-level advisory services and cloud-based technology. The workshop, offered virtually, provides a step-by-step approach to build an individualized roadmap to achieve success in this area.

 

Register for a 2021 Workshop

Our virtual workshops put facilitators and learners in a shared online space that allows learners to earn 15 CPE credits in four online sessions. Select a workshop date to learn more:

Dec 14, 15, 16 & 17

Register

 

January 18, 19, 25 & 26

Register

February 22 - 23 & March 1 - 2

Register

 

April 26 - 27 & May 3 - 4

Register

More 2022 Workshop Dates Coming Soon!

$ icon
PRICE:
$1,395 per person

Workshop Agenda:

  • Introduction to CAS
  • Building the High Value Advisory Services Practice
  • Client Service Delivery – Best Practices for Client Engagement and Management
  • Pricing the Service Delivery Model
  • Client Engagement Letter and Service Level Engagement
  • Technology
  • Staffing For Success
  • Measuring Results — Critical Success Factors and Key Performance Indicators
  • Business Planning for the Cloud-Based CAS Practice
  • Marketing and Sales for the Cloud-Based CAS Practice
  • 7 Minute Presentation Exercise
  • Defining Your Action Plan
icon

Workshop Learning Objectives:

During the workshop, learn how to:
  • Develop a strategic plan to build your own cloud-based client services practice.
  • Manage the client engagement process, including client assessment, services design, implementation, and more.
  • Select and enter vertical markets such as non-profit, professional services, restaurant, and others.
  • Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
  • Scope engagements through comprehensive engagement letter and service level agreement construction.
  • Find and recruit top talent to manage your outsourced accounting services.
  • Develop a marketing and sales plan to ensure you continue to build your clientele.
  • Measure results with key performance indicators and critical success factors.
 

Your Facilitators

Facilitators
 

CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

  • Level: Basic
  • Prerequisite: None
  • Delivery Method: Group-Based
  • Field of Study: Business Management and Organization
  • Number of CPE credits: 15
  • No advanced preparation is required

CANCELLATION POLICY

You may cancel without penalty if written cancellation requests are received up to and including 28 days prior to the start of a workshop scheduled in our virtual classroom. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 15 days prior to the start of the virtual workshop if transfer to another workshop within six months is not possible. No refunds or credits will be issued on cancellation requests received less than 15 days prior to the start of the event.

For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.


Earn your CAS Certificate in two parts29 CPE credits total

with

Digital Client Advisory Services Roadmap Workshop15 CPE credits total

and

Client Advisory Services Self-Study14 CPE credits total

Part 2 of the CAS Certificate:

Client Advisory Services Self-Study

After you return from the workshop, continue on the certificate path with self-study learning. Follow your own pace as you further develop technical skills and strategic understanding of client advisory services.

 

 
Firm Icon

Your Guides

Instructors
 
Principles Icon

Self-Study Curriculum

Module Descriptions
 

Goals for your online self-study:

icon

Understand what is driving this opportunity and clarifying what CAS is.

icon

Develop the skills you need to stay aware of emerging technology.

icon

Learn about SSARS21 Section 70 and its impact on client engagement.

icon

Learn how to do workflow analysis and documenting the CAS process for clients.

icon

Develop the techniques to effectively communicate and consult with your clients.

icon

Learn the core techniques of how to perform a successful client assessment.

icon

Build a successful on-boarding plan to ensure a smooth transition as you adjust your clients processes.

icon

Measure results with key performance indicators and critical success factors.

CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

  • Level: Intermediate
  • Prerequisite: None
  • Delivery Method: Self-Study
  • Field of Study: Business Management and Organization
  • Number of CPE credits: 14
  • No advanced preparation is required
 

What They Are Saying

If you’re thinking of a CAS segment, the CAS Roadmap Workshop is a MUST! Learn first-hand from thought leaders in the industry on how build your practice and gain CONFIDENCE in the value you bring to your clients.
 
December 2020 attendee
Gets to the heart of how to establish a successful CAS practice without all the fluff.
 
January 2021 attendee
Transformative. Required, if entering the CAS practice area.
 
January 2021 attendee
 

The power of smart business

The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. 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 industry.

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

Learn more about our resources