Maximize the way you deliver client advisory services
Training and expert guidance at each step of the way
CPA.com
CAS Professional Services
Build a scalable and profitable practice with the help of our coaching, workshops, and educational resources. Our expert team will navigate you through CPA.com's proven methodology and framework to develop a high-performing CAS offering.
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 courses
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.
Get started on your CAS journey
Explore our upcoming live workshops
For firms who are new to CAS or exploring the idea of offering CAS
For firms who have committed to CAS and wish to create a roadmap for evolving their CAS practice.
For firms with an established practice who want to align leadership, develop a robust service line, and quickly make progress toward success while connecting with a community of CAS professionals.
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-Assessmment Tool
Broken into categories, this tool will give you a snapshot of how key CAS practice stakeholders assess the current health, direction, and processes of the practice.
CAS practice area resources
Whether you're looking to provide more value to your clients, employees, or simply want to optimize the management and implementation of your CAS practice, CPA.com also offers insights on the latest CAS trends and opportunities you need to ensure your firm’s success today and as your business evolves.
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.