An award-winning, progressive, guided approach to driving transformation
The CAS Practice Transformation Coaching Program
If you’re grappling with how to scale and expand your client advisory services (CAS) practice, you’re not alone. In fact, most CAS leaders struggle with roadblocks at some point along the journey whether it be with leadership alignment, staffing and upskilling, or technological implementations – just to name a few.
CPA.com’s team of CAS Professional Services experts is here to help. We have a proven track record of helping firms of all sizes progress in their CAS journey in a scalable and profitable way.
Accelerate your firm's CAS practice with our holistic,
multi-step coaching program
Pre-coaching alignment
Start with a leadership survey that evaluates your firm's current strategy and governance. The results pinpoint your strengths and the obstacles holding back growth, so coaching starts from an accurate picture of where you are.
What this means for your firm
Skip the guesswork and put your time and investment toward the issues that will move your practice forward fastest.
Personalized 1:1 coaching
Work directly with CPA.com's team of CAS experts in individual sessions. Together you set clear goals and identify the success factors specific to your firm.
What this means for your firm:
Get guidance built around your firm's situation, not generic advice, with experts who keep you focused on the goals that matter most.
Peer learning with CAS leaders
Join virtual group sessions on essential CAS practice development topics, plus roundtable discussions where you share insights with fellow CAS practitioners on topics tied to your coaching goals.
What this means for your firm:
Your leaders learn proven approaches in a structured setting and build a network of peers facing the same challenges, so you avoid mistakes others have already solved.
Action-oriented strategic business plans
Develop a focused execution plan that gives your firm clear direction and accountability, along with a way to track progress.
What this means for your firm:
Strategy turns into action, with defined steps, owners, and milestones that keep your CAS practice growing after coaching ends.
Training and tools for your whole team
Your firm receives 2 seats in the Introduction to CAS Workshop, 2 seats in the CAS Practice Essentials Workshop, 6 seats in the Introduction to CAS for Staff workshop, and access to a suite of introductory self-study courses. You also get the CAS Coaching Toolkit, a collection of tools and resources for building your practice strategy and executing it efficiently.
What this means for your firm:
Leaders and staff build CAS skills together, and ready-made tools save your team time as you put your strategy into practice.
The coaching that even the most trusted advisors need
CPA.com’s CAS Practice Transformation Coaching Program delivers all of the expertise and resources needed to accelerate your CAS practice transformation. You'll benefit from a step-by-step, proven approach to change management and practice development that will allow you and your team to plan, build, and grow your CAS practice faster.
Reach your goals faster
The program is tailored to align your firm's objectives with a comprehensive CAS practice development plan, ensuring accelerated progress.
Learn from Experts
Gain invaluable insights from professionals with extensive real-life experience in CAS practice transformation.
Focus on Improvement
Pinpoint key areas needing enhancement, offering strategies to tackle challenges, address issues and spark innovation swiftly.
Enhance team resilience
Equip your team to adapt to overcome obstacles and manage changes more effectively, fostering a resilient and responsive workforce.
Make smarter decisions
Benefit from frameworks and techniques designed to enhance your decision-making process.
Gain fresh perspectives
An authoritative and unbiased approach provides new insights and alternative strategies to rejuvenate your practice.
Client Testimonials
What firms are saying about CPA.com's impact
CPA.com has provided us the tools and business plans we needed to grow the department. Prior to the engagement, we were limited to bookkeeping services. I would highly recommend CPA.com's services to other firms and CAS practices.
Knowledge hub
Resources for CAS practice success
Guides, webinars and benchmarks to maximize your CAS journey
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Ready to take the next step?
Let the CPA.com guide your firm to sustainable, profitable and scalable success.