Embedded Files
New: True Advisor® — The Definitive CAS Success Guide
HALF DAY INTENSIVE
HALF DAY INTENSIVE
THE CAS Workshop: Full Commercial Architecture in Half Day
THE CAS Workshop: Full Commercial Architecture in Half Day
4 LEARNING HOURS
Fast-paced, part-workshop-part-training covering all the essentials of CAS practice success. Partners leave with a complete commercial framework they can begin applying to client conversations the same week. Optional post-workshop consulting engagement available for sustained momentum.
→ CAS identity definition tailored to this specific firm
→ Service design and outcome-based scope language built live
→ Pricing logic and fee conversation frameworks
→ Advisory retainer introduction approach with scripts
TWO DAY PROGRAM
TWO DAY PROGRAM
THE CAS Workshop: Full Commercial Architecture in Half Day
THE CAS Workshop: Full Commercial Architecture in Half Day
12 LEARNING HOURS · TWO CALENDAR DAYS
The comprehensive version. Covers in full detail everything required for CAS practice success — the commercial decisions, the implementation sequences, the client communication systems, and the delivery infrastructure. Optional post-workshop consulting included.
→ All six dimensions of the True Advisor® Framework in full depth
→ Value-based pricing architecture with live practice sessions
→ Advisory proposal redesign using outcome language — live rewrite
→ Delivery consistency and scalable advisory infrastructure
WORKSHOP SESSION
WORKSHOP SESSION
Why, What & How of CAS
Why, What & How of CAS
3 HOURS · DOUBLE SESSION
A thorough, facts-packed, semi-workshop-style program that gives the audience foundational CAS knowledge and the critical implementation processes to take back to their firm. Ideal as an association member education session or conference breakout.
→ The commercial case for CAS made with data and market specifics
→ Foundational CAS framework every practitioner needs to understand
→ Critical implementation processes to begin immediately on return
WORKSHOP SESSION
WORKSHOP SESSION
Advisory Pricing Workshop: From Undercharging to Defensible Fees
Advisory Pricing Workshop: From Undercharging to Defensible Fees
2–4 HOURS
A working session focused exclusively on the pricing dimension, building the three commercial infrastructure components that make advisory fees defensible: outcome-based scope language, value-based pricing rationale, and client impact documentation.
→ Rewrite one real engagement scope in outcome language — live in the room
→ Build a pricing rationale document for each advisory service offering
→ Practice fee conversations with structural support and specific language
WORKSHOP SESSION
WORKSHOP SESSION
CAS Niche Positioning: Own a Market, Don't Serve Everyone
CAS Niche Positioning: Own a Market, Don't Serve Everyone
2–4 HOURS
A structured working session on advisory niche identification and positioning — helping firms define the specific client segment, advisory capability, and market position that makes them the obvious choice rather than one of many options.
→ Niche readiness scoring against the True Advisor® framework dimensions
→ Advisory identity statement built and tested live in the room
→ Market positioning language that excludes as well as attracts
VENDOR TEAMS
VENDOR TEAMS
Cracking the CPA Firm Market: A Workshop for Vendor Teams
Cracking the CPA Firm Market: A Workshop for Vendor Teams
2–4 HOURS
A working session exclusively for companies selling to CPA firms. Rebuilds the go-to-market approach around how accounting firm partners actually evaluate trust, risk, and adoption — producing new sales messaging and an adoption strategy in the room.
→ Trust audit of current go-to-market materials — live assessment
→ Sales conversation redesign specific to the CPA firm buyer psychology
→ Shelf-ware prevention: embedding the product in firm daily workflow
CUSTOM TOPIC
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“Accountaneur: The Entrepreneurial Accountant”® is the Registered Trademark of Hitendra R. Patil.
When using the marks “Accountaneur: The Entrepreneurial Accountant”® in publications distributed only in the United States, include the appropriate ™, ℠, or ® symbol on first use. For publications distributed outside the United States, use the appropriate trademark attribution notice, for example: “Accountaneur: The Entrepreneurial Accountant”® is the trademark of Hitendra R. Patil, registered in the U.S.
When using the marks “Accountaneur: The Entrepreneurial Accountant”® in publications distributed only in the United States, include the appropriate ™, ℠, or ® symbol on first use. For publications distributed outside the United States, use the appropriate trademark attribution notice, for example: “Accountaneur: The Entrepreneurial Accountant”® is the trademark of Hitendra R. Patil, registered in the U.S.
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