PRA2607. Small Firm, Big Advisory: Launching CAS for Impact

You've heard that CAS is the fastest growing service in the accounting profession, but you're wondering how to adapt CAS best practices to your small firm while still serving your current clients. This session will focus on how you can define services and right-fit clients, create capacity with staff and technology, and share the CAS opportunity with clients, all with a staff of ten or fewer!

Learning Objectives:

• Understand that the value of CAS lies in its standardized approach.
• Plan to create a dedicated team that can serve clients at both the transactional and advisory levels.
• Define a strategy to limit referrals to your identified industry niche and "right-fit" clients.