Build high-value client relationships through CAS

CPA.com Practice Area Resources for

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 adapt their business models and technology strategies to fill this need, they are able to deliver business insights using financial and non-financial data to give clients deeper insights into their businesses – allowing them to provide more robust CAS offerings for success and long-term growth.​

 
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Free white paper:

The Future of CAS
 

CAS 2.0® Professional Services

Elevating your CAS practice doesn’t have to be overwhelming. With the right support and tools, the journey becomes much smoother. CPA.com's CAS Professional Services team is here to equip you and your team with the resources, expert training, and personalized coaching to help you scale a firm that's not just profitable, but built to last. These offerings include:

On-Demand

CAS 2.0® Practice
Introduction

A structured learning experience introducing you to the foundational aspects of CAS.

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CAS Certificate

CAS 2.0® Practice
Development Essentials

A comprehensive solution designed to build or enhance your CAS practice.

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Client Advisory Services (CAS) Roadmap Workshop

CAS 2.0® Practice
Transformation Coaching

A guide to developing or accelerating the transformation of your CAS practice.

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Released for 2025: CAS Benchmark Survey Report

Evaluate your position in the CAS space compared to other providers

Educational Resources:

Featured

The Future of Client Advisory Services (CAS): Understanding CPA.com's CAS 2.0™ framework Discover a blueprint to drive your firm's CAS practice transformation and growth.
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.
CPA.com & AAM CAS Marketing Toolkit This free resource is designed to help you elevate your firm's CAS practice. It features guides, customizable templates, and tactical templates to set your firm's go-to-market strategy apart.
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.

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Spend and Expense Management

Deliver next-level advisory services with spend management.

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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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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.

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B2C

Business Funding

Simplify business relief and financing processes

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Jirav

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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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

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