Client Advisory Services (CAS) Delivery
Providing outsourced accounting, financial planning, and strategic advisory services to small and mid-sized businesses as a recurring engagement model.
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Why It Matters
AI automates bookkeeping and basic financial reporting, pushing accounting professionals toward higher-value advisory roles; CAS practitioners who combine AI-generated financial insights with strategic business counsel command premium fees.
How to Get Started
Complete the AICPA's CAS Certificate program, learn a cloud accounting stack (QBO + Dext + Fathom), and transition one compliance-only client to a CAS engagement with monthly financial reviews and strategic guidance.
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