Determining your CAS readiness, annual planning and more
For many firms, the growth potential that client advisory services (CAS) offers is undeniable. But for those just starting to build their CAS practices, it can be daunting to know where to begin. Your best first step is to assess where you’re starting from. In my recent blog, “So, you’ve decided CAS is right for your firm and clients. What’s next? ”, I highlight many factors to consider when getting a CAS practice off the ground. CPA.com 's free CAS Firm Self-Assessment Tool can help you assess your firm’s current strategy, structure and operations to identify where you are well-positioned for this new service area and where gaps exist that may require more focus. As with any journey, having this clear understanding of where you’re starting from and where you want to go will ensure you’re taking the best path to get there.
Kimberly Blascoe, CPA , Senior Director, CAS Professional Services at CPA.com
Top Highlights
Client guide to annual planning
It's that time of year again! Help your clients build a results-driven annual operating plan. This guide provides a structured framework to build a strategic plan, covering everything from goal setting to forecasting, budgeting and continuous tracking.
BILL integrated platform helps firms deliver higher-level advisory
Watch this video to hear Erik Asgeirsson , CEO of CPA.com , and Irana Wasti , Chief Product Officer of BILL , discuss how BILL’s new financial operations platform brings together AP/AR and spend and expense capabilities to create efficiencies and support firms in delivering higher-level advisory for clients.
Podcast: CAS opportunities in spend management
By pivoting away from after-the-fact expense management, finance leaders have full visibility to set, track and control spend before it occurs—providing a better understanding of client spending patterns. Listen to this podcast with Jayson Brannon , VP-Sales & Partner Services at CPA.com , and Dan Luthi , Partner at Ignite Spot Accounting Services , to find out how.
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CPA Business Funding Portal supports new SBA program rules
CPA.com and Biz2Credit have updated the CPA Business Funding Portal, a cloud-based platform that helps accounting firms secure financing on behalf of their clients, to reflect the SBA’s new lending regulations. Read the recent announcement to learn more.
Digital CPA keynotes announced
The Digital CPA conference keynote lineup will help paint a macro view of today’s operating environment, including topics like artificial intelligence, data-driven decision-making and changing demographics and its impact on CAS services. Dec. 3-6 in Las Vegas or online.
Upcoming Learning
Check out these free upcoming #CPE webinars:
Chartered Accountant at G.Satapathy and Company, Chartered Accountants
1 年Thanks for sharing