Strengthen your competency.

CPA.com and AICPA

CAS Certificate

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


Set yourself apart and strengthen your expertise in client advisory services with our fundamental Client Accounting Advisory Services Certificate.

More firms are expanding their client accounting advisory services and are looking for ways to develop their staff with the skills they need to deliver high quality service to clients. Our learning program helps you build that service with:

  • Workflow analysis and design
  • Effective consultative client interactions
  • How to stay abreast of emerging technologies
  • Successfully onboarding clients
  • Performing impactful client assessments

Your certificate will be awarded as a digital badge – a learning innovation that makes it easier to display your achievement. Your digital badge has a unique URL that can be shared electronically via social media, in your email signature, on your firm site, in proposals, and more.

 

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.

Your guides for the Client Accounting Advisory Services Certificate

Alan Anderson

Owner, Accountability Plus

Greg Lafollette

Strategic Advisor at CPA.com

Samantha Mansfield

Director, Professional Development and Community, CPA.com

Dixie Mccurley

President & Co-Founder Trusted CFO Solutions

Katie Tolin

CPA Growth Guides, LLC

Christine Triantos

Partner-in-charge, Virtual Business Solutions, Anton Collins Mitchell LLP

Brian Siet, CPA

Associate Director, Alliance Management

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 1 of the CAS Certificate: The Digital Client Advisory Services Roadmap Workshop

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

Advanced cloud technology has transformed client accounting services. Integrated cloud applications support a highly efficient digital workflow that enable firms to access up-to-the-minute data and provide higher-value advisory services that support clients' long-term 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 education program, combined with our collaborative consultative approach, moves progressive firms forward in their transition to higher-level advisory services and cloud-based technology. The workshop, offered at various cities across the country, provides a step-by-step roadmap covering the most advanced framework and best practices to help you achieve success in this area.

During the workshop, learn how to:

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Develop a strategic plan to build your own cloud-based client accounting services practice

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Manage the client engagement process, including client assessment, services design, implementation, and more.

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Select and enter vertical markets such as non-profit, professional services, restaurant, and others.

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Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.

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Scope engagements through comprehensive engagement letter and service level agreement construction.

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Find and recruit top talent to manage your outsourced accounting services.

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Develop a marketing and sales plan to ensure you continue to build your clientele.

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Measure results with key performance indicators and critical success factors.

Your 2-day agenda:

Day 1
8:00 AM – 5:00 PM

  • Welcome and Introductions
  • Building the High Value Accounting & Advisory Services Practice
  • Client Service Delivery – Best Practices for Client Engagement and Management
  • Group Exercise 1 - Client Assessment Scenario
  • Pricing the Service Delivery Model
  • Group Exercise II Sample Pricing Scenarios

Day 2
8:00 AM – 5:00 PM

  • Client Engagement Letter and Service Level Engagement
  • Key Cloud Based Solution Tool Studies
  • 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
  • Group Exercise III — Roundtable Q&A on Selling to Stakeholders
  • 7 Minute Presentation Exercise
  • Defining Your Action Plan

Upcoming dates and locations near you:

January 16 - 17, 2020
Houston, TX
 
May 20 - 21, 2020
New York, NY
 
June 24 - 25, 2020
Englewood, CO
 
August 18 - 19, 2020
Bloomington, MN
 
September 24 - 25, 2020
New York, NY
 
October 1 - 2, 2020
Chicago, IL
 
November 3 - 4, 2020
Greater Detroit Area
 
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ONE ATTENDEE
Regular Price: $1,395
Early Bird Price: $1,095*
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TWO ATTENDEES
Regular Price: $2,550
Early Bird Price: $1,950*
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THREE ATTENDEES
Regular Price: $3,550
Early Bird Price: $2,750*

*Early Bird Expiration: One month prior to event

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

Program Level: Basic
Prerequisite: None
Delivery Method: Group-Live
Field of Study: Business Management and Organization
Number of CPE credits: 15

No advanced preparation is required to participate in this workshop.


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:

Online 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 accounting advisory services.

Goals for your online self-study:

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

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

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

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

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

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

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

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Measure results with key performance indicators and critical success factors.

Self-study curriculum

Introduction to Client Accounting Advisory Services

The purpose of this session is to provide participants an introduction to CAS.  We will present research by Geoffrey Moore to demonstrate what is driving this opportunity and clarifying what CAS is.

Author/Instructor: Samantha Mansfield

1.5 CPE hours

Emerging Technology Considerations for the CAS Professional

To be successful with a CAS business model you can't select your technology now and leave it the same for the next 5 years. You need skills on how to stay aware of emerging technology and be aware of how the lack of current technology impacts the impression of your practice.

Author/Instructor: Greg Lafollette

1 CPE hour

SSARS No. 21 Considerations for the CAS Professional

SSARS21 Section 70 has a great impact on the engagement agreement and service a CPA firm can offer. Due to this we will review how this impacts the firms engagement letters and explain this change to clients and users of the financials.

Author/Instructor: Al Anderson

2 CPE hours

Designing and Documenting CAS Workflow

To start a CAS engagement with a client you must be able to analyze their current workflow and design an effective one for them to work with you. Documentation is also key for effective communication. This session will teach how to do workflow analysis and documenting the process for clients.

Author/Instructor: Boomer Consulting

2.5 CPE hours

CAS Client Interactions and Relationships

When accounting staff begin to interact with clients in a more consultative and advisory manner there are additional skills we need to build. This session will teach techniques on effective communication with clients, either in person or virtually, and listening for problems and opportunities to help the client.

Author/Instructor: Katie Tolin

2.5 CPE hours

CAS Client Assessments

Performing the client assessment is a key step in starting a CAS engagement with a client.  Client assessments ensure there is clarity in both existing processes and with that changes that will need to be made. This is a service that is refined by the firm overtime, but this session will teach some core techniques to perform a successful client assessment.

Author/Instructor: Dixie McCurley

2 CPE hours

CAS Client On-Boarding

Starting out on the right foot is crucial for any service. This session will share tips and techniques for smooth on-boarding and leading a client through change and transitioning their processes.

Author/Instructor: Nicholas Fedele, CPA

2.5 CPE hours

Only CPA.com Trusted Business Advisor Solutions Program offers your firm this level of support and strategy

Expert guidance and training to help firms build and grow their client accounting and advisory services practice

Experience in working with thousands of firms that have adopted cloud technology

Provide consultative advice to help companies build out their strategy

Connect firms to the resources they need to be successful

 

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.

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