Live Replay WebinarUpdate level

K2’s Optimizing Your CAS & Advisory Tech Stack

Name: K2’s Optimizing Your CAS & Advisory Tech Stack
Price: 50.00 USD
Availability: InStock
Rating: 5.0 (2 reviews)

★★★★★ 5.0 · 2 attendee ratings

Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS, and identify critical steps to build a scalable CAS practice aligned with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS, ensuring ethical and professional service delivery.

CPE Credits2

Length1h 40m

Field of Study Computer Software and Applications

Instructor Randy Johnston

Learning objectives

Upon completing this course, you should be able to:

Identify essential technology tools and strategies for CAS implementation
Evaluate various pricing models and their application to CAS offerings
Outline critical considerations for maintaining data security and regulatory compliance in CAS
Develop a roadmap for building or enhancing a scalable CAS practice
Recognize the scope and benefits of Client Accounting Services for CPA firms

Major topics

CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice

Who this is for

Accounting professionals seeking to successfully enter or expand the client accounting and advisory services of their practice

Prerequisites: Fundamental knowledge of computer operations

What's included

Every registration comes with the course materials — yours to keep.

Course handout PDF

Course details

Recommended CPE credit: 2 — Computer Software and Applications
Field of study: Computer Software and Applications
Program level: Update
Delivery method: Group Internet Based
Prerequisites: Fundamental knowledge of computer operations
Advance preparation: None
Length: 1h 40m
Course number: 26c-casstack
Provider: K2 Enterprises

CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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 website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m

$50 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

Dec 1

Winter Multi-State Technology Conference Conference · Nov 30 – Dec 1, 2026 · Online · this course runs Dec 1, 2026 · event offers up to 16 credits

$250/day View event

Your instructor

Randy Johnston

Partner · K2 Enterprises · ★ 4.6 instructor rating

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. K2 Enterprises (K2E.com) – Executive Vice President,...

Full profile →