Client Advisory Services (CAS)
Businesses are expecting more from their accountants — not just reports, but strategic guidance. To meet this demand, firms are expanding their services with high-value client advisory services (CAS), combining financial and operational data to help clients make smarter decisions and plan for growth.
Introducing the CAS Online Community!
Explore the Client Advisory Services Online Community on LinkedIn! Dive into discussions about client advisory services, share your experiences, and learn from your peers. This is your chance to enhance your advisory skills and grow your network.
Join CalCPA
CalCPA is a members’ club and professional education provider for past, present and future CPAs, accountants and Financial Professionals.
Resources
Featured CPE & Events
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.
La Jolla, CACAS Collective | Small Firm Networking Event: La Jolla | 1Y1980326
March 19, 2026 | 5–7:30 p.m. PT
- Sacramento, CA
CAS Collective | Small Firm Networking Event: Sacramento | 1Y1980426
April 8, 2026 | 5–7:30 p.m. PT
- Walnut Creek, CA
CAS Collective | Small Firm Networking Event: Walnut Creek | 1Y1980426B
April 9, 2026 | 4–6:30 p.m. PT
- Irvine, CA
CAS Collective | Small Firm Networking Event: Irvine | 1Y1980526
May 20, 2026 | 5–7:30 p.m. PT
On-DemandStarting a CAS Practice 2024-25 | 1000003544
Online Self-Study
CPE: 1
