The Complete Advisory Solution

The Client Advisory System for Accountants and Bookkeepers

WHAT IS ADVISORY?BOOK THE DEMO

What is the Complete Advisory Solution?

The Complete Advisory Solution (CAS) is a unique end-to-end business advisory process providing accountants and bookkeepers with everything they need to deliver advisory services to their clients and prospects.

You should expect to migrate between 6 and 12 of your existing compliance clients into advisory and attract at least the same number of new advisory clients in the first year. Starting with your typical historical compliance fee our current CAS users have been generating a recurring £5 advisory for each £1 compliance. Do the math for your practice!

The benefits enjoyed by firms include:

  • Engaging with clients and getting to know what really matters most to them
  • Actually being in the room when strategic decisions are being made
  • Being seen by clients as indispensable to their future success
  • Being valued and respected by clients
  • Collecting top charging rates with no fee resistance
  • Easily winning quality new clients
  • Increasing annual client spend
  • Nurturing client relationships ensuring retention of best clients
  • Performing intellectually stimulating and interesting work
  • And most importantly making more money and having more fun!

The Next Step

Please feel free to request an online demo, review our licensing options and support choices.

Request a Demo

Request a Demo

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Licensing Options

Licensing Options

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Support Choices

Support Choices

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What our clients think

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CAS has enabled me to refocus my business towards advisory services, generating more profitable and rewarding work.

– Nick Hixson, Hixsons

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CAS is a major factor in how we acquire new clients and how we differentiate ourselves.

– Andrew Rhodes, Managing Partner

For more information or to book your online demo –

BOOK A DEMO