CPE Self-Study
Client Accounting Advisory Services Certificate
Business Management & Organization
Online: 14.0
The Client Accounting Advisory Services certificate helps firms demonstrate their expertise in the fundamental client accounting service deliverables.

CPE On-Demand
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Product details

Who Will Benefit?

  • Senior staff being tasked with management & growth of CAS operations
  • Firm partners and team looking to take CAS to the next level within their practice

More firms are expanding their client accounting 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.

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 = $1499 (Early Bird)
Workshop + Self-study courses = $1799 (Regular)

Workshop is held in various locations throughout the year. Register for the date and location convenient to you. 2019 dates are coming soon.

CAS Workshop Alumni

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

Self-Study Only: $519

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
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CPE credits
: 14.0
NASBA Field of Study
Business Management & Organization
Delivery Method
QAS Self-Study
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