Client Advisory Services (CAS)
The growth opportunity that’s reshaping accounting
Transforming CAS takes more than new tools — it takes strategy, standardized operations, talent development, and continuous improvement. CPA.com provides the methodology, benchmarking, coaching, and technology enablement to guide that transformation, wherever your firm is in its CAS journey.
Why Client Advisory Services?
Client Advisory Services help firms move beyond transactional compliance into ongoing, high-value advisory work. CPA.com supports that shift with practice development guidance, training, educational resources and technology solutions that help firms build CAS profitably and effectively.
Accelerate into advisory
CAS is an intention shift that moves your firm beyond transactional work into ongoing, strategic guidance that keeps clients engaged year-round.
Fuel new growth
Firms already delivering CAS services report significant increases in revenue and project continued strong growth in the future – real-world momentum.
Meet rising client demand
Clients want more than routine services – they're actively seeking strategic insight. CAS helps firms meet that demand.
Lay the groundwork
Get CAS right, and the rest of your firm has a working model for advisory delivery.
Our CAS services for firms
Grow your CAS practice with confidence
Whether you're just getting started or ready to accelerate, CPA.com's CAS Professional Services team gives you the training, coaching, and expertise to build a practice that lasts — beyond software.
Choose the options that best fit your current situation and find out which service is recommended for you.
Coaching
A personalized, mentorship-driven initiative giving firms access to industry experts for 1-on-1 sessions and a community of peer firms through roundtables, group meetings, and more.
Self-study course
Introductory and intermediate courses tailored to empower practitioners with the skills needed to strategically manage and grow a CAS practice at their own pace.
Toolkits
Over a dozen tools designed to help firm leaders effectively build, manage, and grow a CAS practice while providing practical support tailored to the unique challenges of CAS.
Workshops
Immersive online virtual experiences to gain practical insights, collaborate with industry experts, and leave with actionable strategies.
Vetted solutions that CPA firms rely on daily.
Build your CAS technology stack with our partner solutions
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.
Dynamic Audit Solution
Developed with AICPA, CPA.com, Caseware, and leading firms, DAS delivers efficient, high-quality audits through data-driven workflows, real-time collaboration, and advanced analytics.
Quality Management Solution
Simplify and streamline your firm's audit quality management journey with a solution built to help you meet your ever-evolving standards requirements.
SAGE
Add value to the A&A experience with RIVIO, a double digital certificate process that facilitates secure exchange of sensitive documents, ensuring that documents are genuine and tamper-free and from a trusted source.
Dynamic Audit Solution
Developed with AICPA, CPA.com, Caseware, and leading firms, DAS delivers efficient, high-quality audits through data-driven workflows, real-time collaboration, and advanced analytics.
Quality Management Solution
Simplify and streamline your firm's audit quality management journey with a solution built to help you meet your ever-evolving standards requirements.
SAGE
Add value to the A&A experience with RIVIO, a double digital certificate process that facilitates secure exchange of sensitive documents, ensuring that documents are genuine and tamper-free and from a trusted source.
Why Varney & Associates chose CPA.com to help them overcome CAS practice roadblocks
Why Varney & Associates chose CPA.com to help them overcome CAS practice roadblocks
Why Varney & Associates chose CPA.com to help them overcome CAS practice roadblocks
Why Varney & Associates chose CPA.com to help them overcome CAS practice roadblocks
Knowledge hub
Self-Paced CAS Learning
Guides, reports and playbooks to support your CAS journey.
Tax transformation: A CPA.com framework
What tax transformation looks like across the five drivers — strategy, talent, technology, service model and operations. Practical guidance for tax practice leaders and…
An accountant’s guide to CAS verticalization
Industry knowledge, more than the list of services you offer, is what makes a CAS practice stand out. According to the 2024 CPA.com and…
Every Nonprofit Needs a Finance Function. Not Every Nonprofit Should Build One.
Why a growing number of nonprofits are choosing to partner for their finance function instead of building one.
How CAS Firms Are Unlocking New Potential with Agentic AI
Client advisory services (CAS) practices are evolving fast—and AI is leading the charge. From streamlining vendor onboarding to real-time exception handling, agentic AI goes…
CAS Glossary of Terms
This CAS glossary will help you define key terms, concepts, and practices related to your CAS journey. It is aligned to the best practices…
Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey
74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many, technology is the…
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Frequently
Asked Questions
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DAS is an AI-powered, end-to-end audit platform developed with AICPA for firms seeking transformative efficiency and risk-focused methodology.
DAS is an AI-powered, end-to-end audit platform developed with AICPA for firms seeking transformative efficiency and risk-focused methodology.
DAS is an AI-powered, end-to-end audit platform developed with AICPA for firms seeking transformative efficiency and risk-focused methodology.
DAS is an AI-powered, end-to-end audit platform developed with AICPA for firms seeking transformative efficiency and risk-focused methodology.
DAS is an AI-powered, end-to-end audit platform developed with AICPA for firms seeking transformative efficiency and risk-focused methodology.
DAS is an AI-powered, end-to-end audit platform developed with AICPA for firms seeking transformative efficiency and risk-focused methodology.
DAS is an AI-powered, end-to-end audit platform developed with AICPA for firms seeking transformative efficiency and risk-focused methodology.
DAS is an AI-powered, end-to-end audit platform developed with AICPA for firms seeking transformative efficiency and risk-focused methodology.
Digital CPA
Talk to our team about the right solution for your firm
Transform your audit practice with the right technology and strategy for your firm. Our team will help you assess your current workflows, identify the best solutions from our partner ecosystem and create a clear implementation roadmap.