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Client Accounting Advisory Services Certificate Logo aicpa

  $519.00 |   CPE: 14.0 | and AICPA |   01 Dec 2016 |   Business Mgmt. & Organization |   AICPA Store
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 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.


During the workshop, learn how to:

  • Develop a strategic plan to build your own cloud-based client accounting services practice.
  • Manage the client engagement process, including client assessment, services design, implementation, and more.
  • Select and enter vertical markets such as non-profit, professional services, restaurant, and others.
  • Build the right pricing model with tools and resources to help you accurately determine fees and value price your services.
  • Scope engagements through comprehensive engagement letter and service level agreement construction.
  • Find and recruit top talent to manage your outsourced accounting services.
  • Develop a marketing and sales plan to ensure you continue to build your clientele.
  • 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 = $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. 2020 virtual dates are available and 2021 live and virtual dates 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 (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:

You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact

Topics covered:
  • Firm practice management: Technical: Practice growth , Intermediate
  • Firm practice management: Technical: Firm operations, Intermediate