CAS Knowledge Hub

Discovering new growth areas, analyzing better revenue streams and finding more efficient and effective data analytics has become commonplace for accounting professionals as client advisory services (CAS) grows in importance. Firms are looking for more ways to expand their advisory arms and enhance their client relations. 

Review our collection of articles, events and resources below.  

 

 

NJCPA and Third-Party Events

April 19, 2024Live Webcast
Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
April 25, 2024Live Webcast
The ABCs of Advisory Services
April 26, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
April 29, 2024Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
May 1, 2024Live Webcast
How to Start a CFO Service
May 3, 2024Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
May 13, 2024Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
May 16, 2024Live Webcast
Selling to Target Accounts to Close More "A" Clients
May 17, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
May 18, 2024Live Webcast
The ABCs of Advisory Services
May 21, 2024Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
May 22, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
May 22, 2024Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
May 28, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
May 28, 2024Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
May 30, 2024Live Webcast
The ABCs of Advisory Services
June 3, 2024Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
June 3, 2024Live Webcast
Implementing Subscription Pricing to Your Practice
June 10, 2024Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
June 10, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
June 12, 2024Live Webcast
Small Firm Update
June 13, 2024Live Webcast
Transforming CAS Pricing and Packaging
June 14, 2024Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
June 17, 2024Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
June 24, 2024Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
June 25, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
June 26, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
June 28, 2024Live Webcast
How to Start a CFO Service
June 28, 2024Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
July 2, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
July 3, 2024Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
July 8, 2024Live Webcast
How to Start a CFO Service
July 9, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
July 10, 2024Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
July 16, 2024Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
July 16, 2024Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
July 19, 2024Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
July 23, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
August 5, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
August 5, 2024Live Webcast
How to Start a CFO Service
August 7, 2024Live Webcast
Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
August 12, 2024Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
August 15, 2024Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
August 21, 2024Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
August 28, 2024Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
August 28, 2024Live Webcast
Implementing Subscription Pricing to Your Practice
August 29, 2024Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
August 30, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
August 30, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
September 3, 2024Live Webcast
How to Start a CFO Service
September 5, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
September 6, 2024Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
September 9, 2024Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
September 11, 2024Live Webcast
Small Firm Update
September 16, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
September 19, 2024Live Webcast
Transforming CAS Pricing and Packaging
September 25, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
September 25, 2024Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
September 27, 2024Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
September 30, 2024Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
October 7, 2024Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
October 7, 2024Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
October 7, 2024Live Webcast
Implementing Subscription Pricing to Your Practice
October 7, 2024Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
October 9, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
October 9, 2024Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
October 11, 2024Live Webcast
Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
October 24, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
October 24, 2024Live Webcast
How to Start a CFO Service
October 29, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
October 30, 2024Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
November 4, 2024Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
November 5, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
November 14, 2024Live Webcast
How to Start a CFO Service
November 18, 2024Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
November 18, 2024Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
November 21, 2024Live Webcast
Selling to Target Accounts to Close More "A" Clients
November 27, 2024Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
November 29, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
December 2, 2024Live Webcast
How to Start a CFO Service
December 3, 2024Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
December 7, 2024Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
December 9, 2024Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
December 11, 2024Live Webcast
Start a Forensic Accounting Practice with Confidence
December 11, 2024Live Webcast
Small Firm Update
December 12, 2024Live Webcast
Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
December 19, 2024Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
December 20, 2024Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
December 23, 2024Live Webcast
Mastering Client Management for Accounting and Finance Professionals
December 27, 2024Live Webcast
Implementing Subscription Pricing to Your Practice
December 30, 2024Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
January 6, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
January 13, 2025Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
January 14, 2025Live Webcast
How to Start a CFO Service
January 20, 2025Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
January 27, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
January 27, 2025Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
January 30, 2025Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
February 4, 2025Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
February 7, 2025Live Webcast
How to Start a CFO Service
February 13, 2025Live Webcast
Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
February 13, 2025Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
February 13, 2025Live Webcast
Implementing Subscription Pricing to Your Practice
February 17, 2025Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
February 18, 2025Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
February 20, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
February 21, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
February 24, 2025Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
February 25, 2025Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
March 3, 2025Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
March 5, 2025Live Webcast
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
March 18, 2025Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
March 19, 2025Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
March 19, 2025Live Webcast
How to Start a CFO Service
March 24, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
March 24, 2025Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
March 25, 2025Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
March 26, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
March 28, 2025Live Webcast
Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide
April 4, 2025Live Webcast
Leveraging ChatGPT for Innovative Business Advisory Services
April 7, 2025Live Webcast
Integrate ChatGPT into Your Client Advisory Services-Updated
April 10, 2025Live Webcast
Mastering Client Management for Accounting and Finance Professionals
April 17, 2025Live Webcast
How to Start a CFO Service
April 21, 2025Live Webcast
Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business
April 22, 2025Live Webcast
Start a Forensic Accounting Practice with Confidence
April 23, 2025Live Webcast
Criminal Tax: How CPAs Bring Value to Defense Attorneys
April 23, 2025Live Webcast
How to Double Your Firm's Revenue Through CFO and Advisory
April 24, 2025Live Webcast
Implementing Subscription Pricing to Your Practice
April 28, 2025Live Webcast
A 7-Step Framework for Marketing Client Accounting Services
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      Resources

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      Whitman Transition Advisors
      Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Transition Advisors.
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      Enroll in Find-A-CPA
      If you’re a New Jersey-based CPA firm with at least one NJCPA member on staff, you can enroll in the Find-A-CPA directory for free.