Client Accounting Advisory Services Certificate (CAAS)
Strengthen your competency.

CAAS Certificate


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. Accounting professionals are looking to add competencies in:

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

A digital badge is a validated, standardized graphical representation of knowledge and skills earned in various learning environments. 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.