Optimize your CAS strategy to help clients achieve their goals

CPA.com Practice Area Resources

Client Advisory Services

As businesses evolve, the necessity of a trusted advisor becomes more crucial to long-term success. Today, more and more business clients are seeking greater strategic insight and a higher level of value from their accounting professional. To tap into this important opportunity and be better prepared to meet client demands, accountants are evolving their trusted advisor role by delivering high-value client advisory services (CAS). ​


As firms begin to shift their business models and technology strategies to fill this need, they are able to deliver real-time financial data and give clients deeper insight into their business – allowing them to provide more robust CAS offerings for success and long-term growth.​

Partner with CPA.com

To empower accounting professionals to enhance their CAS offerings and provide more value for clients, CPA.com offers a host of practice development training and educational resources as well as access to leading technology solutions for financial management, financial planning and analytics, bill pay services and expense management - designed to help firms offer robust CAS services profitably, and effectively.



Today’s more competitive business environment calls for a more competitive CAS offering.

Discover CAS 2.0


Practice Development

CAS Certificate

CAS Certificate

Display your expertise with a digital badge earned while building your CAS business model at our Client Advisory Services Roadmap Workshop and CAS Self-Study.

Client Advisory Services (CAS) Roadmap Workshop

Client Advisory Services (CAS) Roadmap Workshop

Build your CAS business model with a step-by-step roadmap covering the most advanced framework and best practices for success.



Learn at your own pace as you further develop technical skills and strategic understanding.

CAS Benchmark Survey

CAS Benchmark Survey

CAS practices and service delivery models are transforming steadily. The CAS Benchmark Survey offers participants the opportunity to evaluate their position on emerging best practices being used by other leading CAS providers.

CAS Client Assessment Workshop

CAS Client Assessment Workshop

Your CAS clients are demanding more value. Create a CAS client assessment process to capitalize on this opportunity.

CAS Firm Self-Assessment Tool

CAS Financial Planning & Analysis Workshop

Discover the critical CAS components required to extend your service offering to the virtual CFO level by advising clients and creating various types of forecasting models based on the current client need.

Save the Date!

December 5-8, 2021
Nashville, Tennessee

Educational Resources:




Building a future ready firm

Contact us to discuss how you can develop or expand your CAS practice profitably and effectively by emailing, inquire@hq.cpa.com or by calling 1.855.855.5CPA.

Questions? We're here to help