Success Story

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Accelerating the path to Business Insights Advisory

How Baker Tilly is reimagining their client advisory services model through’s CAS 2.0 framework

To support re-envisioning their Client Advisory Services (CAS) practice, the leaders at Baker Tilly engaged the experts at, thought leaders in the accounting profession on change management and digital transformation. As Baker Tilly set their eyes on what’s next, the CAS 2.0 methodology served as a blueprint to redefine the future. created a map of Baker Tilly’s current offerings and identified how and where CAS-oriented services would best complement them. Building on these insights, Baker Tilly worked with to develop a strategy that focused on the intersections of practices across the firm. And it’s working.


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