The Modern CAS Model (CAAS Core)
Course Introduction
Client Accounting and Advisory Services (CAS/CAAS) represent one of the fastest-growing and most profitable service lines within accounting firms today. This course (1 of 6 modules) explores how traditional bookkeeping functions are transforming into full-service advisory practices that deliver deeper value, efficiency, and insight for clients.
The goal of this course is to help accounting professionals understand what a modern CAS model looks like—how it operates, how it creates value, and how it sets the foundation for scalable advisory growth. You’ll learn how to structure services, standardize workflows, manage client tiers, ensure quality, and prepare for the advanced automation and advisory layers that follow in later mod