K2's Optimizing Your CAS and Advisory Tech Stack
Thursday, Sept. 10, 2026
Noon-2 p.m. Central
2 CPE (2 non-technical)
Course code: 26WA-5065
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Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS, and identify critical steps to build a scalable CAS practice aligned with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS, ensuring ethical and professional service delivery
Major subjects
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CAS overview to understand the service offerings, client needs, and market opportunities.
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Selecting technology tools in CAS for accounting, workflow, and client collaboration.
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Designing Service Delivery Models that are scalable and efficient processes for CAS.
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Managing client relationships and setting expectations to deliver consistent value.
Learning objectives
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Define the scope and benefits of Client Accounting Services for CPA firms.
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Identify essential technology tools and strategies for CAS implementation.
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Evaluate various pricing models and their application to CAS offerings.
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Outline critical considerations for maintaining data security and regulatory compliance in CAS.
Who should take this program?
- Accounting professionals seeking to successfully enter or expand the client accounting and advisory services of their practice.
Pricing
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$89.00
|
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