Providing premier accounting and advisory services goes well beyond giving your client a financial statement.

Getting the numbers right is just the first step. The provision of premier CAAS requires your team to think beyond compliance.

For your CAAS practice to grow, your CAAS team members need upskilling.

For a CAAS practice to thrive and grow, all the team members need to develop an advisory mindset.

Our learning program helps jumpstart your CAAS team on the pathway from accountant to advisor.

Our CAAS training courses focus not just on accounting topics, but include finance, tax and the all-important interpersonal skills to develop the complete CAAS professional.

George Zoglio,
Director of CAAS and Professional Development

Custom Programs

Your team has specific needs, and our in-house team of instructional designers can create and modify course content to meet those needs. Custom programs can include:

  • Creating a new course or module
  • Incorporating firm-specific forms, guidance, or methodology
  • Adding firm-specific messaging to reinforce concepts and increase consistency
  • Modifying examples in a course to reflect the firm’s client base

Insights