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Client Advisory Services (CAS) Workshop

Upscaling Your Practice with Value-Added Services

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About the Workshop

Begins November 10 (More Below)

$3,000/Person

5 Live Virtual Sessions. (See Details Below)

The Client Advisory Services (CAS) opportunity is a strategic shift in how CPA firms and other business advisors deliver value. As technology capabilities expand, especially with the introduction of AI, and as client expectations evolve, practices must move beyond transactional services and into holistic relationships with clients, through which the practice provides not just financial information, but also regulatory compliance, managerial governance (e.g. spend policies), risk mitigation, and financial analysis (FP&A services). 

This five-part workshop provides a clear and actionable roadmap for building a scalable, profitable CAS practice. Whether you're just launching CAS services or refining your existing offerings, this course will equip you to align your service model with clients’ needs while establishing a highly interactive and modern client experience. 

Register Today

 

Overview and Learning Objectives

Each of the five live sessions is 2 - 3 hours long and includes structured instruction, guided discussions, and practical resources like templates, checklists, and worksheets. Each session comprises follow-up assignments and community interaction to reinforce what you learn. 

Participants will also be invited to a live, 2-hour “booster” session a few months after the live event to revisit key concepts and address challenges that you may experience in your initial weeks deploying CAS within your practice. 

  • Session 1
    November 10

    Session 1: Building and Pricing a CAS Service Model

    November 10 - 2:00-5:00 PM ET

    This session introduces participants to the five core areas of Client Advisory Services, including transactional accounting, controllership, back office process outsourcing (BPO), financial planning and advisory services (FP&A), and fractional CFO services. Participants will assess their current service offerings and determine where each service fits within the broader CAS model. From there, the session will explore how to package and price CAS services in a way that reflects client value, supports firm profitability, and reduces the risk of scope creep. Participants will leave with a clearer view of their current CAS position and a practical framework for structuring services that are easier to sell, deliver, and manage.

    Learning Objectives:

    • Identify the five core areas of CAS and how current services fit within each area.

    • Assess existing service offerings to determine opportunities for stronger CAS positioning and growth.

    • Develop packaging, pricing, and scope control strategies that support client value and firm profitability.

  • Session 2
    November 12

    Session 2: The Controllership Services Model

    August 27 - 3:00-5:00 PM ET

    This session focuses on three areas of CAS services: managerial compliance (i.e., governance), regulatory compliance, and risk mitigation. Participants will learn how to package and deliver these services to create high-value client relationships and, subsequently, maximize price. 
    Learning Objectives:

    • Discover three key controllership service categories, the nature of the work, and applicable client deliverables. 
    • Identify specific compliance and risk areas addressed by controllership services. 
    • Apply methods for creating scalable controllership services engagements within a CAS framework. 

  • Session 3
    November 17

    Session 3: Financial Planning & Analysis (FP&A) and Fractional CFO Services

    November 17 - 3:00-5:00 PM ET

    In this session, participants explore the Financial Planning & Analysis (FP&A) services model, a category of CAS that includes not only financial analytics, but also guiding clients in how to leverage analytics as actionable management advice. The discussion will focus on defining service boundaries, standardizing deliverables, and building confidence when interacting with business owners and other leaders within your clients' organizations. 
    Learning Objectives:: 

    • Distinguish between FP&A services and fractional CFO services. 
    • Learn key financial metrics and operational measurements to monitor for each of your clients as part of FP&A services. 
    • Conversation maps and talk tracks for leading cyclical advisory meetings. 

  • Session 4
    November 19

    Session 4: Technology for CAS Productions and Delivery

    November 19 - 3:00-5:00 PM ET

    This session focuses on the technology needed to support and scale CAS delivery. Participants will explore tools and platforms that support workflow, data management, client collaboration, and automation across each CAS service area. This session heavily focuses on aligning technology with firm capacity and client experience. 
    Learning Objectives:

    • Evaluate essential software and automation tools for delivering CAS. 
    • Map technology solutions to each CAS service line. 
    • Develop a tech stack strategy that supports consistency and scale. 

     

  • Booster
    December 1

    Booster Session

    December 1 - 3:00-5:00 PM ET

    A few weeks after the initial workshop delivery, participants will be invited to a 2-hour live “booster” session. This follow-up provides an opportunity to revisit core concepts, share progress, and address common questions and challenges. Attendees will receive additional resources and have the chance to ask questions in a live, facilitated virtual meeting.

    If you attend the live sessions, you are automatically enrolled in the booster session. 

Session 1: Building and Pricing a CAS Service Model

November 10 - 2:00-5:00 PM ET

This session introduces participants to the five core areas of Client Advisory Services, including transactional accounting, controllership, back office process outsourcing (BPO), financial planning and advisory services (FP&A), and fractional CFO services. Participants will assess their current service offerings and determine where each service fits within the broader CAS model. From there, the session will explore how to package and price CAS services in a way that reflects client value, supports firm profitability, and reduces the risk of scope creep. Participants will leave with a clearer view of their current CAS position and a practical framework for structuring services that are easier to sell, deliver, and manage.

Learning Objectives:

  • Identify the five core areas of CAS and how current services fit within each area.

  • Assess existing service offerings to determine opportunities for stronger CAS positioning and growth.

  • Develop packaging, pricing, and scope control strategies that support client value and firm profitability.

Session 2: The Controllership Services Model

August 27 - 3:00-5:00 PM ET

This session focuses on three areas of CAS services: managerial compliance (i.e., governance), regulatory compliance, and risk mitigation. Participants will learn how to package and deliver these services to create high-value client relationships and, subsequently, maximize price. 
Learning Objectives:

  • Discover three key controllership service categories, the nature of the work, and applicable client deliverables. 
  • Identify specific compliance and risk areas addressed by controllership services. 
  • Apply methods for creating scalable controllership services engagements within a CAS framework. 

Session 3: Financial Planning & Analysis (FP&A) and Fractional CFO Services

November 17 - 3:00-5:00 PM ET

In this session, participants explore the Financial Planning & Analysis (FP&A) services model, a category of CAS that includes not only financial analytics, but also guiding clients in how to leverage analytics as actionable management advice. The discussion will focus on defining service boundaries, standardizing deliverables, and building confidence when interacting with business owners and other leaders within your clients' organizations. 
Learning Objectives:: 

  • Distinguish between FP&A services and fractional CFO services. 
  • Learn key financial metrics and operational measurements to monitor for each of your clients as part of FP&A services. 
  • Conversation maps and talk tracks for leading cyclical advisory meetings. 

Session 4: Technology for CAS Productions and Delivery

November 19 - 3:00-5:00 PM ET

This session focuses on the technology needed to support and scale CAS delivery. Participants will explore tools and platforms that support workflow, data management, client collaboration, and automation across each CAS service area. This session heavily focuses on aligning technology with firm capacity and client experience. 
Learning Objectives:

  • Evaluate essential software and automation tools for delivering CAS. 
  • Map technology solutions to each CAS service line. 
  • Develop a tech stack strategy that supports consistency and scale. 

 

Booster Session

December 1 - 3:00-5:00 PM ET

A few weeks after the initial workshop delivery, participants will be invited to a 2-hour live “booster” session. This follow-up provides an opportunity to revisit core concepts, share progress, and address common questions and challenges. Attendees will receive additional resources and have the chance to ask questions in a live, facilitated virtual meeting.

If you attend the live sessions, you are automatically enrolled in the booster session.