CAS Collective
Client Advisory Services Group at CalCPA

Client Advisory Services Community
Clients don't want reports — they want direction. That's why firms are moving into client advisory services (CAS), turning financial and operational data into smarter decisions and real growth plans.
Businesses want more from their accountants than a clean set of reports — they want a strategist. Client advisory services (CAS) is how firms are answering, combining financial and operational data to help clients decide smarter and grow faster.
What is CAS?
CAS (Client Accounting Services) is when a CPA firm provides ongoing, outsourced accounting support to a business. Instead of handling finances in-house, companies rely on CPAs to handle tasks such as bookkeeping, payroll, bill pay, and financial reporting.
Beyond day-to-day accounting, CAS can also include higher-level guidance—such as budgeting, forecasting, and financial strategy—helping business owners better understand their numbers and make informed decisions.
In short, CAS turns CPAs into long-term partners who support a business's financial operations and growth, not just year-end tax or compliance work.
CAS Events and Courses
Stay ahead by expanding your skills in client advisory services (CAS). Adding client advisory services (CAS) to your firm doesn’t just meet client demand — it opens new revenue streams, strengthens client relationships, and positions your firm as a strategic partner.
Irvine, CA
CAS Collective | Small Firm Networking Event: Irvine | 1Y1980526
July 23, 2026 | 5–7:30 p.m. PT
On-Demand
How To Get The Best From Your CAS Department (1st Ed.) | 1000005050
Online Self-Study
CPE: 1
On-Demand
Starting a CAS Practice (1st Ed.) | 1000005064
Online Self-Study
CPE: 1



