Small Firm, Big Advisory: Launching CAS for Impact
Learn how small firms can launch CAS by defining services, choosing right-fit clients, creating capacity, and communicating advisory value.
Format
Webcast
Date
Oct 14, 2026
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Availability
Product Number
WC5493203
This is a rebroadcast from AICPA ENGAGE 2026.
Client advisory services (CAS) is the fastest-growing service in the accounting profession.
Learn how you can adapt CAS best practices for your small firm while still serving your current clients.
This session focuses on how you can, with a staff of 10 or fewer:
- Define services and right-fit clients
- Create capacity with staff and technology
- Share CAS opportunities with clients
Key Topics
Learning Outcomes
- Identify the value of client advisory services (CAS), which lies in its standardized approach.
- Determine how to create a dedicated team that can serve clients at both the transactional and advisory levels.
- Determine a strategy to limit referrals to your identified industry niche and “right-fit” clients.
Who Will Benefit
- Small firm owners launching or refining CAS
- Practitioners with teams of 10 or fewer
- CAS leaders defining right-fit clients and services
- Firms creating capacity through staff and technology
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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