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.

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Practice Development

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.

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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.

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On-Demand

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

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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.

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CAS Client Assessment Workshop

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

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Save the Date!

December 5-8, 2021
Nashville, Tennessee

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Build your CAS technology stack with our partner solutions

Bill Management

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

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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.

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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.

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Business Funding

Simplify business relief and financing processes

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Financial Planning and Analysis

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

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Educational Resources:

Featured

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

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.

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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.

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