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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THE 3 MINUTE ADVISORY AUDIT

John Thompson

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ONLINE DEMO

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This is….

Your Advisory.
Your Way.

16 apps in 5 bundles, you choose the combination that best suits you and your firm

Watch Video

CAS UPDATE

CAS Technical Team

REQUEST AN
ONLINE DEMO

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:

Prospecting Apps

Attract high quality new clients
Without any need for a hard sell.

Onboarding Apps

Onboard new clients and Transition existing clients
Generate paid for work from day one and transition existing clients to an advisory led relationship…

Planning Business Apps

Develop recurring income from business clients
Regular planning and review meetings with opportunities for service packages… 

Planning Personal Apps

Generate recurring income from clients personal affairs
Personal advisory with annual wealth reviews are a great place to start implementing paid for advisory…

Performance Apps

Expand into Business Performance Improvement
More detailed planning looking at specific key areas of business performance…

Grow Your Fees

Do you want, and need, to start growing non-compliance fees?

Transform your client spend with innovative whole of client approaches, including advice on pricing and packages. Don’t give away advice to clients anymore.

Retain Your Clients

Does it really frustrate you if you lose a good client?

Stay close, programme regular meetings with your best clients, be in the room or online when the really big decisions are being made

Develop Your People

Do you need to grow your people?

Accelerate the development of your team, systemize your advisory standard operating processes and help them progress faster

QUESTIONS?

For more information or to book your online demo.