Client Accounting Advisory Services Certificate

Overview

More firms are expanding their client advisory services and are looking for ways to develop their staff with the skills they need to deliver high quality service to clients. Accounting professionals are looking to add competencies in:

• Workflow analysis and design
• Effective consultative client interactions
• How to stay abreast of emerging technologies
• Successfully onboarding clients
• Performing impactful client assessments

CPA.com and AICPA collaborated with nationally recognized leaders to design and instruct learning modules on these topics. Upon completion, you will have core competencies in fundamental client accounting service deliverables.

What this certificate includes

CAS Certificate Program is a combination of live workshop training and self-study courses. Already completed the workshop? Choose the self-study course to complete your certificate.*

*Upon completion of both the CPA.com CAS Roadmap workshop and the CAS Self-Study course within a two-year period, you will be awarded with a certificate. The CAS Certificate is issued in the form of a digital badge to be proudly displayed anywhere on the internet-a personal blog, a social network like LinkedIn, Facebook, Twitter, a biographical page on a company website, or an online resume.

Goals for this section of Self-Study modules

• Understand what is driving this opportunity and clarifying what CAS is.
• Develop the skills you need to stay aware of emerging technology.
• Learn about SSARS21 Section 70 and its impact on client engagement.
• Learn how to do workflow analysis and documenting the CAS process for clients.
• Develop the techniques to effectively communicate and consult with your clients.
• Learn the core techniques to perform a successful client assessment.
• Build a successful on-boarding plan to ensure a smooth transition as you adjust your clients' processes.
• Measure results with key performance indicators and critical success factors.

New to CAS

For practitioners wanting to earn the CAS Certificate and have not taken the Client Accounting Advisory Services Roadmap Workshop, you need to sign up for the Workshop first, then the self-study bundle.

Workshop + Self-study courses = $1,395 Workshop + $595 Self-study courses

Workshop are held throughout the year. See all available workshop dates here.

CAS Workshop Alumni

For those practitioners that have taken the Client Advisory Services Roadmap Workshop, you only need to sign up for the self-study bundle of courses to earn the certificate.

Self-Study Only: $595

Upon course completion, you will be awarded with a certificate in the form of a digital badge to be proudly displayed anywhere on the internet-a personal blog, a social network like LinkedIn, Facebook, Twitter, Mozilla Open Badges, a biographical page on a company website, or an online resume.

What others are saying about the CAS Certificate?

"The Client Accounting Advisory Services certificate is an excellent self-study course. It effectively covers the best practices for delivering CAS to clients. The certificate gives you confidence and the creditability to help lead your firm in developing a profitable CAS practice. I highly recommend the CAS Workshop and Certificate." -- William Barefoot, CPA, CGMA | Webster Rogers LLP

"I found that the exchange of ideas and information between practitioners with a variety of backgrounds and experiences made the workshop as valuable for me as an established CAS practitioner as it was for those new to the field." -- David Ligotti | Oakwood Business Services

CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org

Additional questions about this workshop? Email workshops@hq.cpa.com.

Prerequisites

None