By Kiara Williams | Last Updated: October 14, 2022 minute read

Top Client Accounting and Advisory Service Resources of 2021


Three years ago (before mask mandates and aisle arrows) we published our first blog post related to CAS, entitled Your Path to Client Accounting and Advisory Services.

This article is chock-full of important steps firm members must take when considering if they should offer clients’ advisory services. And while the steps are still vital (and the article well worth a read) a lot has changed since its 2019 publication. (Understatement of the decade.) Notably, the word “if” doesn’t often precede a firm’s evaluation of offering client advisory services anymore.

The fact is: Technologies that support the accounting profession have advanced to a level that enables automation of transactional compliance services. 

The quote from Your Path to Client Accounting and Advisory Services article speaks for itself. In 2019, according to our Director of Firm IT Strategy, Roman Kepczyk:

I have never seen the evolution of accounting tools and technology and the reduction of traditional compliance work occur as rapidly as has happened in the past two years.

That was written three years ago. Accounting tools and technology have only advanced further; the need for traditional compliance work has decreased even more.

It’s no longer “if” your firm should offer clients’ advisory services…it’s when.

We’ve collected our top CAS-related articles from 2021 to help firms navigate the client accounting and advisory path. Read on to get all of the information you need to ensure advisory services offers will be lasting, long-term successes at your firm.

9 Tips to Improve Your Audit and Assurance Services

9 Tips to Improve Your Audit and Assurance Services

NOW Is the Time to Act!

One of our most popular whitepapers to date. Within, we discuss how any-sized firm can get started offering advisory services. If you’re new to CAAS, and wondering about that extra “A” Right Networks adds into the CAAS acronym, start here.

Download the Whitepaper

How to Become a Lean Six Sigma Accounting Firm

How to Become a Lean Six Sigma Accounting Firm

Transforming Your Accounting Services Personnel to a Client Advisory Mindset

You’ve got the “who?” and “with what?” questions answered—don’t neglect the “why?”. Without widespread firm acceptance, new advisory service offers may never even get the chance to launch. Getting everyone (everyone) aboard and excited about advisory services is the ultimate key to its success. Learn how to address the stakeholders at your firm.

Download the eBook

Skills Needed for Building an Effective CAAS Team

Skills Needed for Building an Effective CAAS Team


Advisory services are mutually beneficial for accounting and tax firms and their clients. And the aforementioned articles, eBooks, and whitepapers will all contribute to your firm’s successful adoption of them.

Help clients solve for their present circumstances, while you position their business (and your firm) for a lucrative future, by offering client accounting and advisory services, today.


Have questions? We are here to help.

Give us a call at 888-210-0237.
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