Maximize how you deliver client advisory services with training and expert guidance every step of the way
CPA.com
CAS Professional Services
Build a scalable and profitable practice with help from CPA.com's coaching, workshops and educational resources. Our expert team will guide you through our proven methodology to develop a high-performing CAS offering.
Practice transformation solutions for firms of all sizes
Individual workshops
Practical, expert-led CAS workshops for firms launching or expanding their practices.
Features
- Earn 4 - 16 CPE Credits
- Sessions in live virtual classroom
- On-camera interactive experience
- Led by experienced facilitators
- Connect with peers in breakout group activities
Educational bundles and coaching
Expert coaching and structured learning paths to help firms confidently evolve their CAS practices.
Features
- Access to various workshops
- Entry-level and/or intermediate toolkits
- Entry-level and/or intermediate self-study courses
- 1:1 coaching opportunities
- Content developed and led by experienced practitioners
Why top firms trust CPA.com to help scale their CAS practices
CPA.com's CAS 2.0 methodology and framework guides you through the steps needed to develop a more robust and holistic CAS offering. It's built on 4 key pillars of business strategy and focus:
Having leadership alignment on a firm-wide strategy and governance that supports CAS practice growth is foundational for any firm investing in CAS.
The practice development pillar includes a defined business model, encompassing practice and staff metrics, client assessments, pricing, packaging, marketing and sales strategies – all critical components for a future-ready CAS practice.
Technology solutions are a catalyst for service expansion and innovation. CAS practices must develop a holistic and integrated technology strategy from tech-stack design to implementation, onboarding and ongoing maintenance.
Operational excellence includes optimizing the performance of your CAS practice through process standardization, upskilling programs, efficient client onboarding and integrating the people, processes and technology.
What is your firm's growth trajectory? Find out with the CAS Firm Self-Assessment Tool
Get a fast, focused snapshot of how your team views the strength and direction of your CAS practice. The CAS Firm Self‑Assessment Tool breaks it down by key categories — so you know exactly where to improve and grow.
Building a future ready firm
The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, 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 profession.
To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.