Build an Ideal CAS Practice

Tell the "story" of your practice by discovering and casting your vision and unique value proposition and maturing your vision into a "brand promise" that informs your strategy, motivates your team, and elevates your client relationships around your highest value services.

Deploy a tiered slate of services that are aligned with your mission, foster higher-impact engagements, maximize revenues, differentiate your practice, are synergistic with your corporate tax offerings, and provide a unique value proposition to your clients.

Build a practice comprised of coachable, value-focused clients who represent your target market, benefit from your expertise, and for whom you can drive transformative, wealth-generating outcomes through advisory services.

Design and deploy a suite of technologies within your CAS practice to track capacity, manage workflows, share documents, modernize client experiences, and automate productions.  

Implement standardized processes to increase efficiencies, reduce errors, scale operations, empower team members, and provide a consistency of client deliverables throughout your team.

Issue effective client agreements and engagement management strategies to set boundaries, protect scope, communicate expectations on deliverables, and reduce frictions in client relationships.

Foster a vision-driven culture that draws talent to your firm, reduces human resource turnover, motivates team members, rewards excellence, provides clearly defined roles, maximizes productions, and fosters accountability.