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

Strategy & Governance
  • Firm/Practice Strategy
  • Practice Leadership
  • Governance & Accountability
  • Client Management
  • Compensation
  • Internal Communication
Practice Development
  • Business model definition
  • KPIs & practice management
  • Service delivery model
  • Client assessment
  • Pricing strategies
  • Marketing & sales
Technology Solutions
  • Implementation expertise and methodology
  • Technology selection
  • PSA (and other practice) solutions
  • Tech-stack design
  • Verticalized solution design
  • Holistic Fintech design
Center of Excellence
  • 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

 
Client Advisory Services (CAS) ranging from basic outsourced accounting services to Virtual CFO.
A holistic approach to re-engineering the delivery of client advisory services, digital transformation, and business insights.
Not a technology solution conversation in a vacuum.
CAS alignment with VAR, consulting as well as other traditional practice areas (tax, audit, etc.)
A framework for unifying under a singular Advisory Services approach.
A methodology for building the Digital Transformation Advisory practice of the future.
 

Learning Resources:

Interested in learning more about how to build out your CAS practice? Access these resources:

Videos

Town Hall intro to CAS 2.0CPA.com President and CEO Erik Asgeirsson leads a discussion with profession leaders on the opportunity in Client Advisory Services, including how to develop your CAS practice holistically.

Webcasts

CAS 2.0: Key Strategies to Take your CAS Practice to the Next Level Leaders from top performing CAS practices share best practices in business strategy, accountability, technology and service delivery.

Podcasts

Accounting Today - New Directions in CAS CPA.com President and CEO Erik Asgeirsson and Convergence Coaching’s Jennifer Wilson discuss results from the CAS Benchmark Survey, including the attributes of top performing CAS firms.
Journal of Accountancy - 4 Pillars of Starting or Growing a CAS Practice CPA.com VP of Sales & Client Services Kalil Merhib speaks about the growth in CAS and the key enablers behind it.

Tools

CAS Benchmark Survey Inform Your CAS Practice Strategy with Insights from the CAS Benchmark Survey.
CAS Firm Self-Assessment Introducing a tool to foster essential leadership conversations in your firm.
 

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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