CAS is a journey
Discover expert resources and support to guide you every step of the way
CPA.com
CAS Professional Services
Client advisory services (CAS) enables you to provide invaluable insights to clients, retain talent and ensure sustained revenue for future growth and success. But as CAS evolves, so too must your firm. A holistic, top-to-bottom approach to business transformation and change management ensures that your firm stays ahead of the curve and in front of competitors when building a profitable and sustainable CAS practice. To help you along that journey, CPA.com's portfolio of CAS Professional Service offerings is based on the CAS 2.0® methodology and framework, providing opportunities to step back, reflect and take the proper steps to set your firm up for growth.
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.
Gain access to a breadth of CAS practice transformation resources:
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
Over a dozen 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.
Workshops
Immersive online virtual experiences to gain practical insights, collaborate with industry experts, and leave with actionable strategies.
Portfolio of CAS 2.0® Professional Service Offerings
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.
CAS 2.0® Practice
Introduction
A structured learning experience introducing you to the foundational aspects of CAS.
- Who this is for: Firms who are new to CAS or exploring the idea of offering CAS
- What’s included:
- On-demand learning:
- 4 self-study courses
- Live virtual learning:
- 1 seat at the Introduction to CAS Workshop
- On-demand learning:
- Engagement level: Low
CPE Information
CAS 2.0® Practice
Development Essentials
A comprehensive solution designed to build or enhance your CAS practice.
- Who this is for: Firms who have committed to CAS and wish to create a roadmap for evolving their CAS practice.
- What’s included:
- On-demand learning:
- 12 months of access to the CAS 2.0 Essentials Toolkit
- Access to introductory self-studies
- Live virtual learning:
- 2 seats in the Intro to CAS Workshop
- 2 seats in the CAS 2.0 Essentials Workshop
- 4 seats to the Introduction to CAS for Staff Workshop
- On-demand learning:
- Engagement level: Moderate
CPE Information
CAS 2.0® Practice
Transformation Coaching
A guide to developing or accelerating the transformation of your CAS practice.
- Who this is for: Firms with an established CAS practice who want to enhance or scale their offerings. This package is particularly well-suited for firms focused on aligning leadership, developing a robust service line, and quickly making progress toward success while connecting with a community of innovative CAS professionals.
- What’s included:
- On-demand learning:
- 24 months of access to the CAS 2.0 Coaching Toolkit
- Access to introductory self-studies
- Live virtual learning:
- 2 seats in the Introduction to CAS Workshop
- 2 seats in the CAS 2.0 Essentials Workshop
- 6 seats to the Introduction to CAS for Staff Workshop
- Virtual hands-on Coaching:
- 6 roundtable sessions
- 6 group meetings
- 6 1:1 coaching sessions
- On-demand learning:
- Engagement level: High
CPE Information
*Self-study courses will be available in January 2025.
What is your firm's growth trajectory? Find out with the CAS Firm Self-Assessmment Tool
Broken into categories, this tool will give you a snapshot of how key CAS practice stakeholders assess the current health, direction, and processes of the practice.
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.
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.