Search
Customer Portal
Workshop
Date: OCT 31 2022

Intro to CAS Workshop

Course description As firms look to provide more value to clients, many have introduced Client Advisory Services (CAS). In fact, it is the fastest growing firm segment in the profession. If you are evaluating whether a CAS…

Intro to CAS Workshop

Course description

As firms look to provide more value to clients, many have introduced Client Advisory Services (CAS). In fact, it is the fastest growing firm segment in the profession.

If you are evaluating whether a CAS practice is the right strategy for your firm, or have just joined a CAS practice, you will benefit from this half-day Introduction to CAS Workshop. During the four CPE credit hours, you will identify the attributes of top performing CAS practices and take steps to apply these ideas to your CAS strategy.

At the end of this workshop, attendees will be able to:

  • Differentiate between CAS and bookkeeping or consulting services that are not CAS.
  • Identify needs for dedicated staff, including the potential to use non-traditional talent.
  • Understand that technology drives efficiency in a CAS practice. Plan for success by standardizing client services, processes and reports.
  • Establish pricing models that benefit from technology and standardization efficiencies.
  • Define a strategy to communicate the changes introduced by client advisory services to firm, staff and clients.

Course description

Client Advisory Services (CAS), Client Accounting and Advisory Services (CAAS), Client Accounting Services (CAS)—these terms tend to be used interchangeably in our profession, but what does CAS really mean? This course is designed to help learners understand the definition and role of client advisory services for clients and staff and begin to create a vision for CAS in their own firms. This course is ideal for learners new to CAS or those who would like to re-envision CAS within their firms, and it serves as the foundation for additional training opportunities.

By the end of this course, learners will be able to:

  • Identify the difference between CAS and bookkeeping or consulting services that are not CAS
  • Understand the importance of an established framework when creating a CAS business strategy
  • Demonstrate the basic benefits of CAS for both clients and the firm
  • Recognize the value of standardized services as part of a successful CAS practice

Course description

Who will your CAS practice serve? The answer to this fundamental question will guide many of the choices you make as you build your CAS practice, including the services you will offer and the staffing and technology that will create your capacity.

This course offers a broad overview of identifying your client niches and ideal client persona (ICP) and how those choices will support your intentional CAS practice build. This course is ideal for learners who are new to CAS or for those who are looking to more clearly define their client niche(s) and ideal client personas.

By the end of this course, learners will be able to:

  • Know the importance of developing a practice vision that includes both services offered and target clients
  • Understand that CAS is more efficient and typically more profitable when built for specific industry verticals
  • Build an ideal client profile (ICP) to help guide other CAS decisions

Course description

You may know that CAS requires a unique approach to staffing, but how can your firm most effectively approach staffing and technology? This course is designed to help learners understand how to expand the capacity of their CAS practice through the strategic use of staffing and technology. This course is ideal for learners at all points on the CAS journey who want to think deliberately about their approach to staffing and technology.

By the end of this course, learners will be able to:

  • Demonstrate the need for staff dedicated to CAS, including a CAS leader
  • Understand the relationship between staffing, technology, and capacity
  • Identify staffing needs against planned service offerings
  • Consider the selection process for technology to support CAS specific needs

Course description

Creating a business plan for your CAS practice can feel daunting, but done well, defining a strategic plan is the best path to long-term success. This course is designed to help learners understand how an intentional approach to building their CAS practice will lead to increased efficiency and ultimately, profitability. This course is ideal for learners who are looking to either build or re-envision their CAS practice.

By the end of this course, learners will be able to:

  • Demonstrate the need for a practice vision that is built on a foundation of the services offered and target clients
  • Recognize that CAS must be evaluated with different metrics than traditional service lines
  • Understand the need for a separate CAS business plan
  • Articulate the value of advisory services and the benefits of CAS for both clients and firms
 

Your CAS journey begins here

As firms look to provide more value to clients, many have introduced client advisory services (CAS). In fact, for more than a decade, it has been the fastest growing firm segment in the profession.

If you're evaluating whether a CAS practice is the right strategy for your firm, or have just joined a CAS practice, you will benefit from this planned learning journey that grants you:

  • 1 seat to 4 self-study courses
  • 1 seat to the live 4-hour Introduction to CAS Workshop

Through this journey, you will identify the attributes of top performing CAS practices and take steps to apply these ideas to your strategy

In the live, 4-hour workshop, CPA.com facilitators will guide you through hands-on activities to understand:

  • Staffing strategies and commitments needed for successful CAS practices.
  • Correct pricing technique to position your practice for revenue growth.
  • KPIs specific to CAS and that lead to actionable business and financial insights.
  • The tools to communicate what CAS is, and what it isn't, to your firm leadership, your team, and your clients.

Register now

 
 

Learning objectives
Through this learning journey, participants will gain access to:

  • Introduction to CAS Workshop
    • Access the description and learning objectives here.
  • Self-Study Course 1: Defining CAS
    • Access the description and learning objectives here.
  • Self-Study Course 2: Selecting CAS clients
    • Access the description and learning objectives here.
  • Self-Study Course 3: Staffing and technology for CAS
    • Access the description and learning objectives here.
  • Self-Study Course 4: Business planning for CAS
    • Access the description and learning objectives here.
 

Introduction to CAS Workshop

calendar

December 16, 2025

Register

$895

Field of Study: Business Management and Organization
Number of CPE credits: 4.0 (4 self-studies)
4.0 (workshop)
Delivery Method: QAS Self Study (self-studies)
Group Internet Based (workshop)

CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

Prerequisite: None
Advanced Preparation: None
Field of Study: Business Management and Organization
Number of CPE credits: 4.0
Program Level: Basic
Delivery Method: Group-Live Internet Based Workshop

Opportunities for pre-workshop learning may be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop.

CANCELLATION POLICY

You may cancel your attendance at the workshop at any time, but you will not be eligible for a refund or credit. You can reschedule your attendance to the same workshop, at a later date if the following conditions are met: i) this is the first time that you are rescheduling this workshop, ii) you are providing your request to reschedule at least one day prior to the workshop that you were originally scheduled to attend, iii) this workshop is scheduled to be repeated at least once in the 6 months following your written request to reschedule, and iv) you are selecting a date to attend the workshop that is no later than 6 months from the date of your request to reschedule.

For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.

 
 

The power of smart business

The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.

CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about CPA.com, please contact our team at inquire@hq.cpa.com.