CAS Consulting Services
Consulting services for everything you need for a successful Client Accounting and Advisory Services (CAS/CAAS) practice
No matter where you are in your CAS journey, the CAS consulting services are designed to deliver you the power you need at each stage. Before we start working together, you will be able to customize the scope of the CAS consulting project based on multiple key factors that suit your firm.
CAS/CAAS Leader Consulting Services
A firm-wide CAS empowerment program for firms that:
have solid experience in delivering CAS
want to graduate to become the business impact and decision-advisory partners of their clients
This is a premium consulting arrangement in which:
I become your firm's CAS coach for one full year, with periodic intense engagements with your key firm leaders.
You have unlimited access to my advise, on demand, whenever needed, with prior bookings on my private calendar (which is not available to any other firms that engage my other consulting arrangements)
You will have the nationally recognized CAS expert working as an executive partner for your firm, helping you leverage proven actionable intelligence to build your leadership position in the CAS/CAAS marketplace faster and more profitably.
This arrangement can save your firm hundreds of thousands of dollars and many months of precious time by leapfrogging the knowledge gaps that most firms painstakingly fill over several months, mostly a few years when they do it without this CAS Leader Consulting program.
As CAS matures in the accounting profession, differentiating your firm's CAS offerings will become a huge challenge (which not many firms can anticipate). This consulting arrangement will insulate your firm from such future problems and establish your firm's CAS leadership path.
CAS Growth Phase Consulting Services
Perfect for firms that:
Have up to five years of experience in offering CAS/CAAS,
Want to scale profitably, and deliver higher-fee-higher-value CAS/CAAS to their clients, and
Are looking to enhance CAS profitability
This is an advanced consulting arrangement in which:
I become your firm's CAS guide for six months.
Two virtual roundtables with your key firm leaders are conducted to get all-in commitment to CAS
Four advisory sessions are conducted to guide your CAS strategy
CAS Getting Started Consulting Services
Suitable for firms that are thinking of, or just getting started with, offering client accounting services.
In this consulting arrangement, you will learn the nuts and bolts of creating a success roadmap for your CAS practice.
Typically, the program:
Begins with a weekly intense engagement, for four weeks.
Followed by a monthly deep review of the progress for the next two months.
After that, there is an optional but highly recommended quarterly customized guidance review for a year.
Unsure / undecided which CAS Consultation Service is a fit for your firm? Purchase an hour of "no-further-obligation" consultation. If you later decide to purchase any of the Leader, Growth or Start CAS consultation, the fee you pay for the "no-further-obligation" consultation will be adjusted in your later purchase.