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Accelerate your firm's growth with tailored CAS & CAAS advisory services. ACCOUNTANEUR® Advisory helps CPA and accounting firms build profitable Client Accounting and Advisory Services practices. Customize your scope and empower your journey today.
Accelerate your firm's growth with tailored CAS & CAAS advisory services. ACCOUNTANEUR® Advisory helps CPA and accounting firms build profitable Client Accounting and Advisory Services practices. Customize your scope and empower your journey today.
CAS & CAAS Leader Advisory Services
CAS & CAAS Leader Advisory Services
A firm-wide CAS & CAAS empowerment program for firms that:
A firm-wide CAS & CAAS empowerment program for firms that:
have established experience delivering CAS services
want to graduate to become the business impact and decision-advisory partners of their clients
This is a premium advisory arrangement in which:
I become your firm's CAS & CAAS coach for (at least) 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 advisory arrangements)
WHY?
You will have the nationally recognized CAS expert working as an executive partner for your firm.
We help you leverage proven actionable intelligence to build your leadership position in the CAS/CAAS marketplace faster and more profitably.
By bridging knowledge gaps, this advisory arrangement can save your firm significant time and money.
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 advisory arrangement will insulate your firm from such future problems and establish your firm's CAS leadership path.
CAS Growth Phase Advisory Services
CAS Growth Phase Advisory Services
Perfect for firms that:
Perfect for firms that:
Have up to five years of experience in offering CAS/CAAS,
Want to scale profitably and deliver higher-value CAS/CAAS to their clients, and
Are looking to enhance CAS profitability
This is an advanced advisory arrangement in which:
I become your firm's CAS guide for (at least) 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 Advisory Services
CAS Getting Started Advisory Services
Suitable for firms that are thinking of, or just getting started with, offering client accounting services.
Suitable for firms that are thinking of, or just getting started with, offering client accounting services.
In this advisory 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.
Ready to elevate your firm's CAS practice?
Ready to elevate your firm's CAS practice?
But unsure / undecided which CAS Consultation Service is a fit for your firm? Purchase a one-time, one hour of "no-obligation" consultation (after which, you will subscribe to the longer term consultation only if you feel there is a fit). 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.
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