Curated CAS 2.0® resources with
support from CPA.com
The tools and essentials you need along your transformation journey
CPA.com
CAS 2.0® Practice Development Essentials
Building a scalable, profitable and sustainable client advisory services (CAS) practice is different from other service lines. For firms who have committed to CAS, it is imperative to understand what other firms have done to dial in their approach to aligning leadership, shifting pricing models, staffing and upskilling for their offerings, and implementing technology. The CAS 2.0® Practice Development Essentials annual subscription supports firms along their journey with curated tools, resources, and support they need to create a roadmap to evolve their practices.
As recognized experts in CAS, we’re here to help. We have a proven track record of helping firms of all sizes progress in their CAS journey.
The CAS 2.0® journey
The essentials you need to drive transformation across 7 key strategic themes:
Build an unbeatable roadmap to success with our CAS 2.0® Practice Essentials offerings
- The tools you need to build your CAS practice the right way: The CAS 2.0® toolkit features curated and up-to-date resources and templates to help you build at each step of the way.
- A live introduction to get you started: Two (2) seats in the live Introduction to Client Advisory Services (CAS) Workshop are included to provide you with the foundational knowledge of how to properly build a CAS practice.
- A deep dive into building your roadmap to success: Two (2) seats in the CAS 2.0® Essentials Workshop will guide you through how to build a roadmap for your CAS firm, using the CAS 2.0® Essentials Toolkit to align with your firm's ambitions.
- Self-study courses: Two (2) seats will have access to introductory-level self study courses to help build CAS knowledge.
- Get your staff on board: Four (4) seats to the Intro to CAS for Staff workshop to bring understanding to your team on how they fit into a CAS practice.
Additional CAS 2.0® Professional Services offerings
CAS 2.0® Practice Introduction
A self-paced approach to the CAS 2.0® journey for your firm.
CAS 2.0® Practice Transformation Coaching
A guided approach to reaching Business Insights CAS
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.