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 Special Interest Community!
Explore the Client Advisory Services Special Interest Community (SIC) 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.
Starting a CAS Practice | On-demand | 1 CPE
How to Get the Best From Your CAS Department—A Case Study | On-Demand | 1 CPE
Upcoming events
Oct. 23 | Office Hours Unlocked: Small Firm Strategies for Global Staffing
Oct. 23 | BK Chapter ABC: Attorneys, Bankers and CPAs Mixer 2025
Oct. 23 | EB Chapter ABC Night: Walnut Creek
Oct. 29 | SQ ABC Night Stockton
Nov. 6 | SVSJ Attorneys, Bankers & CPAs (ABC) Fall Fest 2025
Nov. 6 | SAC ABC Night at The Delta King
Nov. 15 | CalCPA Weekend Coffee Social - North County San Diego
Nov. 20 | FR Chapter ABCs to Success 2025 Mixer
