Join us for an interactive and insightful pre-conference session designed specifically to help your CAS practice grow. We will feature thought leaders who will delve into the critical aspects of internal and external marketing, client selection, and pricing and packaging strategies. The goal is for you to walk away with effective marketing techniques to enhance your visibility, basic criteria for qualifying clients that align with your practice, and insights into innovative pricing models that reflect the value of your services. True to our roundtable roots, participants will get the opportunity to share with their peers, allowing for the exchange of ideas and experiences. Whether you are looking to refine your current strategies or explore new approaches, this session will equip you with the knowledge and tools to drive success.

Ideal for partners, practice leaders and marketing professionals who are involved in the development and management of CAS practices.

This session offers a compelling look at two different journeys – one smaller firm recalibrating its services for greater impact, and one larger firm reshaping its approach at scale. With these case studies, you’ll gain valuable insights into the strategic steps needed to launch and grow an FP&A advisory practice through a proven framework. Discover how to optimize staffing, packaging, and pricing while homing in on your ideal client profile. Whether you’re just starting out or managing a larger operation, this session will equip you with practical tools to position your FP&A services for market success.

Client Advisory Services practices are in a constant state of evolution. There is an ongoing cycle of “explore, test, grow” and as the opportunities and successes expand, there are new horizons to explore. Join our panel of experienced practitioners as we discuss where the profession is today, and the hot issues and opportunities CAS practice leaders are buzzing about.

Being an Advisor is a mindset. It is the relationship that the client desires so they can translate what the financial results of the business are telling them. When you have an advisory mindset, you understand both the operational and financial aspects of your clients’ business and can create strategic plans with them to achieve their goals. Join us for this LIVESTREAM interview with Breaking Beliefs host Amy and her guests who are expert advisors that have been where you are and have achieved thinking differently, going through the transformation process. Learn from their journey and participate by bringing your questions for this LIVE show!

Providing CAS services includes hands-on involvement with your clients’ books. Since bookkeeping software education is not included in formal schooling, your staff and clients typically acquire these skills through on-the-job experience - meaning trial and error. In this session, our highest-rated speaker at last year’s CAS Summit will share benefits and strategies for incorporating successful training into your firm. Learning HOW to teach is as important as knowing WHAT to teach. By integrating training methods throughout your firm, you can reduce inefficiencies and enhance accuracy, simultaneously retaining talent and improving productivity.

Everyone wants to be an advisor, to go beyond the value of a compliance product and become indispensable to the client. There are several schools of thought on how to go about achieving that, but few have proven to be as impactful as industry specialization. Join BDO's National Managing Principal of Industry & Premier Programs as she shares how BDO is maximizing its industry lines and introduces us to an innovative panel of BDO Alliance members using industry knowledge to beat out the competition and drive results. From benchmarking to product delivery to organizational structure, this session will expand your idea of how you interact with your clients and position you to become more than just an accountant.

AI is a powerful enabler of efficiency and standardization, especially for CAS and advisory practices. It can also be your new thought partner. This session will focus on a set of practical ideas and lessons from the field on how AI can be a part of your strategy for an advisory-focused practice. Discover how AI is already being used to draw insights, generate ideas, and serve as a thought partner for accountants of all tenures – and where all of this might be going.

This session will walk you through the presenter’s journey as a case study, showing how his firm built a Client Accounting and Advisory Services (CAAS) practice from the ground up. Starting with zero people can feel overwhelming, but he’ll break down the exact steps – from identifying ideal clients to setting up the right tech stack – to cover the pitfalls and opportunities. Learn how he attracted the crucial early clients, and how he leveraged cross-selling opportunities with affiliated tax business to gain momentum. This session will provide you with a clear, actionable roadmap based on real-world experience to help you navigate the complexities of launching and growing your own CAAS practice effectively.

The future growth of your firm will include the strategic growth of accounting & advisory services. The challenge is, it can be difficult to know exactly how to package, price and sell these services with compliance work. This session is designed to demystify these challenges by showing you exactly the strategies and tactics to implement.

What are we, as advisors, trying to accomplish by making this shift towards FP&A-driven advisory services? Hear how Ernie Villany, named to Forbes Magazine's 2024 Inaugural List of the Top 200 CPAs in America, was evangelized by Simon Sinek's "Start With Why" just as his practice was being decimated by the impacts of COVID-19 and the Great Resignation. Prepare to be moved by the story of how he moved his family from New Jersey to Colorado to build a boutique CPA firm from scratch, and then how he reimagined the whole thing all over again in response to AI, automation and outsourcing. Ernie will share how he forged his dogged belief in serving clients through a prescriptive mindset with an FP&A-driven approach to help business owners scale and grow (or scale and exit) their businesses.

Join practitioners from CPA member Creative Planning as they delve into the transformative potential of Virtual CFO (VCFO) services in modern CPA firms. This session will equip you with the knowledge to enhance your CAS practice by exploring the core offerings of VCFOs, the technology that supports them, and strategies for client focus across various niches, industries, and sizes. Learn how to structure your fee schedule, scope projects for success and develop a robust sales strategy – as well as how to build your underlying service foundation. Don't miss this opportunity to drive your practice forward with actionable insights from seasoned professionals!

Explore the latest innovations and tools that can transform your CAS practice. This session will dive into the most advanced technologies designed to streamline operations, enhance client relationships, and drive substantial growth. Whether you're looking to stay ahead of the competition or simply optimize your current processes, it will equip you with actionable insights and strategies to take your practice to the next level. Don't miss out on the opportunity to unlock new avenues for success.

The accounting landscape is evolving rapidly, and CAS is at the forefront of this transformation. Join an active practice leader as he explores the emerging trends and technologies shaping the future of CAS. From the rise of AI and automation to the increasing demand for real-time financial insights, discover how forward-thinking firms are leveraging these advancements to stay ahead of the curve. We'll discuss how to adapt your CAS practice to meet changing client expectations, capitalize on new opportunities, and drive growth in a competitive market. Whether you're looking to expand your service offerings or future-proof your firm, this session will equip you with the insights and strategies needed to navigate the next wave of innovation.