As traditional CPA firms seek new revenue streams, expanded service offerings, and deeper ways to support their clients, CAS has emerged as a leading path for growth. This session will explore the key elements of building and scaling a niche CAS practice.
- What to do—and what to avoid—when launching a CAS practice
- How developing an industry niche can accelerate growth (and where it can create challenges)
- Approaches to pricing CAS services
- Determining which services to offer as your practice evolves
- Recruiting the right people and building the team needed to support CAS growth
As client expectations evolve, many CPA firms are expanding beyond compliance into advisory services. This session explores how firms can build and grow an advisory practice—from identifying the right services and clients to aligning talent, pricing, and processes. Learn practical steps to develop advisory offerings that drive deeper client relationships and sustainable firm growth.
Every firm owner knows the challenge: you want higher-value clients, but identifying a niche—and actually becoming known for it—is easier said than done. This session offers a practical, repeatable framework to identify profitable niches, validate their real-world potential, and position your firm as a true authority without sounding like every other “specialist” on LinkedIn. This isn’t about chasing trends. It’s about building a focused strategy that scales.
- Find the Right Niche: How to identify industries ripe with opportunity, not just popularity.
- Validate Before You Specialize: Use simple metrics and market research to avoid dead-end niches.
- Position Yourself Like a Pro: Learn how to establish your presence, build authority, and become the trusted name in your space.
This interactive roundtable brings accounting leaders together for a candid, peer-to-peer discussion on building a successful CAS practice, and taking it to the next level. Guided by a facilitator, participants will share what’s working—and what isn’t—across service design, pricing and packaging, technology enablement, staffing models, and client delivery. Attendees will exchange practical insights and real-world experiences on how to launch, grow, and scale a CAS practice that drives profitability, strengthens client relationships, and supports long-term firm growth.