This is….
Your Advisory.
Your Way.
16 apps in 5 bundles, you choose the combination that best suits you and your firm
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What is the Complete Advisory Solution?
CAS – The Complete Advisory Solution is a unique client advisory system, providing accountants and bookkeepers of all sizes with everything they need to deliver fully paid for client advisory services to their clients and prospects.
The CAS Whole of Client approach incorporates both sides of client advisory – both the personal and the business. If you are an experienced business adviser that wants to systemise what you do for more effective delivery of advisory OR someone who wants to get started by focusing on the personal affairs of your clients then CAS includes apps to enable you to do so.
Your Advisory…Your Way.
The Benefits enjoyed by firms include:
“CAS has enabled me to refocus my business towards advisory services, generating more profitable and rewarding work.”
Hixsons
“CAS is a major factor in how we acquire new clients
and how we differentiate ourselves.”
and how we differentiate ourselves.”
Managing Partner
“CAS is great for helping us to stay close to clients
and for winning and onboarding clients.”
and for winning and onboarding clients.”
Accounting Excellence Award Winner 2020
“CAS has changed the way we talk to clients and prospects
and helped us train our people.”
and helped us train our people.”
Noone Casey
“If you want to get started with Advisory,
use CAS.”
use CAS.”
Melanie Curtis Accountants
“We have looked at everything and CAS is simply the best
client advisory system by far.”
client advisory system by far.”
Accounting Excellence Award Winner 2022
“CAS has changed the way we talk and work with clients and really helped in training our people.”
Noone Casey
“CAS is a comprehensive and engaging advisory
system for CPAs and bookkeepers.”
system for CPAs and bookkeepers.”
Vice President Client Relations
Oodles, LLC
Oodles, LLC