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DCPA2132 - Insights from the CAS Firms' Assessments

‐ Dec 8, 2021 9:50am

Client accounting advisory service (CAS) lines have been maturing in firms across the profession for over a decade. Some practices are flourishing where others are stalling out. Succession Institute and CPA.com collaborated on an assessment tool to assist firms in identifying where they will face challenges in growing a CAS practice. In this session, we will review anonymous findings from those that have leveraged the CAS Assessment Tool, and share insights on how to use results of the assessment to make your CAS practice stronger. This session is about the inner dynamics and workings in your firm. Leverage the experiential learning of other professionals to proactively address common roadblocks that stunt progress and those that propel success.

Learning Objectives:

  • Recognize how to access and complete the CAS Firm Self-Assessment, including producing the Assessment Report.
  • Identify the sections of the report, and how they can identify challenges specific to your practice.
  • Recognize how the report of results can be used to inform next steps for your firm, including updating the business plan for your CAS practice.




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