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.

 
No
 

Discover CAS 2.0 – a business model framework to optimize your CAS practice

Learn more

 

Practice Development

On-Demand

Introduction to Client Advisory Services (CAS) Workshop

Evaluate your next steps to launch a CAS practice in this half-day "Introduction to CAS Workshop.“

Learn more
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.

Learn more
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 more
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.

Learn more
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.

Learn more
CAS Firm Self-Assessment Tool

AICPA CAS Core Advisory Skills Program

Today’s business environment calls for strategic business partners to offer deeper advice and insights. The AICPA CAS Core Advisory Skills Program helps participants master the technical and leadership skills needed to become the transformational leader that firms and clients are looking for.

Learn more

 

Educational Resources:

Featured

BILL CEO René Lacerte discusses key lessons from SVB Watch René Lacerte and Erik Asgeirsson dive into the trusted business partner role, Client Advisory Services (CAS) payments, the key role of regional banks, and lessons for leading through volatility.
Five reasons to evolve your financial management solution Learn why firms are (or should be) transitioning their primary accounting and financial management tool from a more entry-level solution to a more advanced technology such as Sage Intacct.
CAS Benchmark Survey View webinar to gain actionable insights into the two topics: business model and technology, driving CAS success for accounting firms.
Where Opportunity Meets Value: Business Model Trends for Accounting Advisory Services Download this emerging trends survey report for insights and benchmarks that accounting firm leaders can use to make more informed decisions, as they explore new opportunities in this rapidly shifting market landscape.

Additional

Accelerating the path to Business Insights Advisory How Baker Tilly is reimagining their client advisory services model through CPA.com’s CAS 2.0 framework
From Expense Tracking to Spend Management: The Next CAS Opportunity for Accounting Firms Small and midsize business clients want to regain control of spending. CPA.com’s research details how accounting firms can meet this need with a proactive approach and offer the next level of advisory services.
Grow your CAS practice with forecasting, budgeting, reporting, and dashboarding Register for this webinar and hear from leading firm owners about how they are leveraging an all-in-one financial planning and analysis platform to systematically scale advanced advisory services.
Paychex Client Success Story Read how Coval Anderson Coval LLC serves as a business advisor to clients by incorporating HR advisory into their service offerings.
Optimizing Your CAS Strategy: Business Model & Technology View webinar to gain actionable insights into the two topics: business model and technology driving CAS success for accounting firms.
Setting the stage for CAS success Download this whitepaper to learn about the three key components necessary for a successful CAS strategy.
8 Keys to Success in the Sage Intacct Accountants Program This guide summarizes the 8 Keys to success and how the Sage Intacct Accountants Program can help in building and growing your outsourced accounting practice.
Accelerate into Advisory Download this guide to learn how firms can move into a more strategic, advisory role for their clients.
View all resources

Build your CAS technology stack with our partner solutions

Accounts Payable and Accounts Receivable

Automate every step of client bill management using BILL and take advantage of the support and resources of the Accountant Partner Program.

Learn more

 

Spend and Expense Management

Deliver next-level advisory services with spend management.

Learn more

 

Client Accounting

Leverage best-in-class cloud accounting and financial management software to help take advantage of the growth opportunity in CAS area through Sage Intacct and the Accountants Program.

Learn more

 

Paychex

Human Capital Management

Exceed client expectations by partnering with industry-leading Human Capital Management experts offering solutions in HR, payroll, 401(k) planning and more. Let the Paychex Partner Program help your firm offer higher value services while strengthening your client relationships.

Learn more

 

B2C

Business Funding

Simplify business relief and financing processes

Learn more
Jirav

Financial Planning and Analysis

Deliver higher-value advisory services with Jirav's all-in-one forecasting, budgeting, reporting and dashboarding platform

Learn more
 

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

Contact us