Bring insights and strategy to your practice Practice Development
Workshops, Self-Study, Certificates is committed to creating high-quality educational offerings that help practices transform their services, creating value for the firm and its clients. Through workshops, self-studies, timely content and our well-known Digital CPA conference, CPAs learn how to build and grow practices that will lead the profession into the future.

We are pleased to provide you with Practice Development tools and support for firms who are introducing new and developed services to existing and prospective clients.


Practice Development by
Learning Opportunity

Live, Virtual or Onsite Workshops


In-person, virtual and onsite workshops uniquely designed to match your firm’s needs with our practicing facilitators' expertise.

CAS Certificate


Display your expertise with a digital badge earned while building your CAS business model at our Client Advisory Services Roadmap Workshop and CAS Self-Study.

Practice Development by
Practice Category

Client Accounting Services (CAS)

Client Advisory Services (CAS)

Leverage the best-in-class accounting capabilities of’s workshops, self-studies, resource library and solutions to deliver high value engagements for your clients.

Compliance & Advisory: Sales and Use Tax

Sales and Use Tax (SUT)

Learn more about best practices and strategies around the different types of services, firm staffing, pricing, plus more.

Additional Practice Development Content

CAS Benchmark Survey

CAS Benchmark Survey

CAS practices and service delivery models are transforming steadily. The CAS Benchmark Survey offers participants the opportunity to evaluate their position on emerging best practices being used by other leading CAS providers.


Building a future ready firm

Contact us to discuss how you can develop or expand your practice profitably and effectively by emailing, or by calling 1.855.855.5CPA.

Questions? We're here to help