Group Session Kick Off: Desiging the Practice - 100 minutes
Group Session Follow Up: Implementation - 100 minutes

Six Monthly Individual Sessions - 60 minutes

There is a common misconception that CAS requires a strategic shift at accounting firms. In our experience with firms of varying sizes with successful CAS practices it's simply not true. Offering CAS is essentially an extension of what your firm currently does, or can do very well. Firms don't need to massively transform- to offer CAS. However practitioners do need to do a few things differently from a traditional bookkeeping/payroll or small business practice to succeed in CAS--particularly as it relates to adding advisory services. And, they often need to alter their understanding of what they are truly delivering, This program will walk you through what you need to consider (and maybe add to your practice) in order to level up.

This 6 month program offers practitioners the roadmap to more successful CAS practice. You'll develop a common vision for what you want the service to be specifically for your firm vs. a cookie cutter approach and one size fits all. The group sessions will cover concepts that all firms need to understand and evaluate for their firm. During the individual sessions -- a TWG consultant will guide you thru understanding how each of the concepts can be aligned with the vision of your firm and tailored just for you. They'll also help you understand new metrics and KPIs to assure your firm leadership that the practice is successful.

In addition to the concepts and strategies shared during the sessions, participants will receive the following as tools and checklists to support implementation going forward.

1. A step by step guide to implementing the concepts of design and growth of a CAS practice we will present in the materials
2. A revenue goal setting worksheet with step-by-step usage instructions          
3. Before, During and After checklists -- to be sure participates are doing the right things, the right way as they design and grow the practice
4. A tool for identification of service opportunities
5. Implementation guides for specific marketing activities

Finally, you'll learn sales and marketing strategies that can be applied beyond your CAS practice to other areas of your firm. These strategies can be used create a framework in which you can train younger staff on the behaviors of business advisors early in their career to make them meaningful contributors to growth both now, and as they grow with the firm.

• Managing partners
• Partners or other CAS Leaders
• Firm Growth Partners
• Newer partners looking to make an impact in their firms

• Understand the big picture- of designing and growing CAS
• Evaluate what fits/doesn't fit into your firm's vision of CAS
• Gain buy-in with key stakeholders in your firm for your vision for the practice
• Learn the process of setting a relevant topline revenue goal
• Identify and target your ideal CAS clients
• Track the KPIs of managing CAS
• More effectively implement growth activities