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.
"Introducing the Complete Advisory Solution" - Watch our Video
The benefits enjoyed by firms include:
Understanding what really matters to your client
Bringing them new ideas
Being seen by clients as indispensable to their future success
Ensuring you are part of the clients decision making process
Developing new recurring income streams
Winning more high quality new clients
Increasing annual client spend
Nurturing client relationships
Differentiating yourself from your competition
Making more money and having more fun
What our clients think -
CAS has enabled me to refocus my business towards advisory services, generating more profitable and rewarding work.
- Nick Hixson, Hixsons
CAS is a major factor in how we acquire new
clients and how we differentiate ourselves.
- Andrew Rhodes, Sobell Rhodes