Entering a new era in advisory services
Discover CAS 2.0
CPA.com Practice Area Resources
Client Advisory Services 2.0
Today’s more competitive business environment calls for a more competitive CAS offering. CAS 2.0 is a holistic approach to business transformation and change management firms need to efficiently provide next level advisory services. It lets firms stand out with more strategic, insightful and transformative services that clients are – or will be – looking for.
Connect with a CPA.com CAS expert to learn more about how you can implement the CAS 2.0 strategy within your practice.
What is CAS 2.0?
CAS 2.0 is a methodology and framework developed by CPA.com for delivering high-value client advisory services (CAS) in a technology-enabled service delivery model. It is built on four key pillars of business strategy & focus: Strategy & Governance, Practice Development, Technology, and Centers of Excellence. The CAS 2.0 methodology underpins the entirety of the CAS maturity model, encompassing both Financial CAS and Business Insights CAS.
CAS | 2.0 Methodology & Framework
- Firm/Practice Strategy
- Practice Leadership
- Governance & Accountability
- Client Management
- Internal Communication
- Business model definition
- KPIs & practice management
- Service delivery model
- Client assessment
- Pricing strategies
- Marketing & sales
- Implementation expertise and methodology
- Technology selection
- PSA (and other practice) solutions
- Tech-stack design
- Verticalized solution design
- Holistic Fintech design
- Methodology blueprinting
- Defined skills, roles & responsibilities
- Onboarding, engagement & offboarding workflows
- Detailed procedure documentation using PSA tools
- Upskilling of implementation & processing teams
- Subscription MSP framework
CAS 2.0: Cracking the Code with a Multi-dimensional Approach
Interested in learning more about how to build out your CAS practice? Access these resources:
Building a future ready firm
Contact us to discuss how you can develop or expand your CAS practice profitably and effectively by emailing, firstname.lastname@example.org or by calling 1.855.855.5CPA.