AW CAS Guide

September 24, 2020

How to Build a Highly-Profitable Client Accounting Services (CAS) Practice in 90 Days

Any accounting firm that’s serious about giving clients what they need and value - and raising their own relevance and bottom line - can’t afford to lose out on the tremendous opportunities created by Client Accounting Services (CAS).

Any accounting firm that’s serious about giving clients what they need and value – and raising their own relevance and bottom line – can’t afford to lose out on the tremendous opportunities created by Client Accounting Services (CAS).

And if you want to get CAS right, there are 5 essential components that you need to master. In this guide, we will:

  • Briefly explain what CAS is, and why it has become more important now
  • Dispel four common myths about CAS
  • Discuss how you can start offering CAS quickly – and then grow it consistently
  • Prepare you to offer CAS with a minimal investment of time and resources by first targeting your existing client base in a systematic manner
  • Detail the keys to sustaining long-term profitability from CAS

Download the whitepaper by filling out the form.

Thanks for reading CPA Practice Advisor!

Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more…
CPE Webinar: Building economic resilience: How accounting firms can stay profitable when markets shift

Firm Management February 26, 2026 

CPE Webinar: Building economic resilience: How accounting firms can stay profitable when markets shift

Markets shift. Expenses creep up. Clients slow payments. And suddenly, “we’re busy” doesn’t always mean “we’re profitable.” In this 60-minute conversation, CPA Kelley Brubaker breaks down what economic resilience really looks like inside today’s accounting firms, and how leaders can stay profitable even when markets feel uncertain.

Leave a Reply