Staff & Seniors CAS Training Track

48 Hours of Purpose-Built CAS Content. As a result of dozens of interviews with CAS leaders, we’ve designed a complete, practical learning experience exclusively for Client Advisory Services (CAS) Staff & Seniors.

We asked YOU what was needed, we listened and we built it.

Upon completion, CAS teams will walk away more confident, more consistent, and ready to contribute at a higher level.

The format:

• 12 months of CAS curated content  (4 hours/month)

  • 48 hours of total learning

• Monthly cohort discussions (1 hour/month)

• Blended learning: videos, practical homework, quizzes & tests

• Sandbox - with data

• Badge Certification upon completion

What we cover:

1. Accounting Fundamentals
Gain mastery over bookkeeping essentials—demystify cash vs. accrual accounting, streamline reconciliations, and design bulletproof Chart of Accounts structures. Learn vendor management best practices and elevate your Excel game with powerful formulas and dynamic pivot tables. These tools and techniques will minimize manual effort and build workflows that practically run themselves.

2. Financial Statement Mastery
Go beyond the basics! Dive deep into the Income Statement and Balance Sheet. Master COGS analysis, pinpoint expense categorization, and begin to understand the story your financials tell.  Explore EBIDTA, cash flow, equity, liabilities, inter-company transactions, depreciation, amortization, and other complex concepts with newfound clarity.

3. Talent Enhancement
Learn to review like a manager, and gain critical insights into budgeting, forecasting, and mastering KPIs.

4. Technology & Automation
Expand knowledge of key CAS products such as BILL, QBO, Intacct, NetSuite, Excel, journal  entry imports, reporting and KPI dashboards.

5. Communication & Client Service
Elevate client interactions, powerfully advocate for yourself, proactively mitigate risk, expertly handle scope creep, and flawlessly juggle multiple clients and deadlines with grace

6. Operational Best Practices
Scale with confidence through templates, review workflows, tax-team alignment, and standardized CAS delivery.