Mobile Menu

The Complete Advisory Solution (CAS)

The only fully joined up end to end business advisory process.

Get in Touch

What is CAS?

The Complete Advisory Solution (CAS) is a fully joined up end-to-end business advisory process providing accountants and advisors with everything they need to deliver advisory services to their clients and prospects. This includes a unique client facing delivery system with a powerful suite of tools, an advisory standard operating process, CAS handbook, online tutorials, education resource centre, training, marketing guides, and coaching.

The benefits enjoyed by firms include:

CAS Benefit

Understanding what really matters to your client

CAS Benefit

Bringing them new ideas

CAS Benefit

Being seen by clients as indispensable to their future success

CAS Benefit

Ensuring you are part of the clients decision making process

CAS Benefit

Developing new recurring income streams

CAS Benefit

Winning more high quality new clients

CAS Benefit

Increasing annual client spend

CAS Benefit

Nurturing client relationships

CAS Benefit

Differentiating yourself from your competition

CAS Benefit

Making more money and having more fun

The Next Step

Please feel free to request an online demo or talk to us about our licensing options and support choices.

CAS Option

Demo Request

Learn More
CAS Option

Licensing Options

Learn More
CAS Option

Support Choices

Learn More

What our clients think -

CAS Testimonial

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

- Nick Hixson, Hixsons

CAS Testimonial

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

- Andrew Rhodes, Sobell Rhodes

For more information on the business advisory process you can visit -
www.businessadvisorypartner.com