Services
How we help
A comprehensive suite of CAS consulting, tools, templates, and documents to stand up and transform CAS practices.
How an engagement goes
Our Cadence
01
Best Practices
02
Tech Stack
03
Staffing & Training
04
Proposals & Pricing
01
CAS Best Practices
We provide a comprehensive suite of CAS consulting services. We also provide tangible tools, templates and documents to expedite and/or enhance CAS practices.
Who it’s for
- Firms building or rebuilding a CAS practice
- CAS leaders establishing standardized processes
- Partners seeking compliance and governance guidance
What we deliver
- Assess existing CAS practice, clients, staff and tech stack
- Provide efficiencies and solutions tailored to Firm's clients and staff
- Compliance & Governance
- Engagement letter and risk assessment assistance
Outcomes
- Standardized, repeatable CAS workflows across your practice
- Reduced risk through better engagement letters and governance
- A tech stack that matches your client mix and team capacity
02
Tech Stack & Client Deliverables
Our tried and true tech stack encompasses the necessary tools to enhance client service offerings, increase capacity and assist in mitigating risk. We provide training and on-going support.
Who it’s for
- Firms modernizing CAS-specific technology
- Teams building standard monthly client deliverables
- Practices designing KPI dashboards and client reporting
What we deliver
- Recommend and implement CAS specific technology
- Continuous support and training of technology
- Assist with design of standard monthly client deliverable including KPI's and dashboards
Outcomes
- A proven tech stack mapped to your client service offerings
- Increased team capacity through the right tools, trained the right way
- Consistent, high-quality monthly client deliverables
03
Staffing & Training
We provide a staffing matrix that works best for CAS but also can meet your team where they are and provide up-skilling training.
Who it’s for
- Firm leaders sizing a CAS team
- Partners interviewing and hiring CAS candidates
- Teams seeking continuous up-skilling in CAS
What we deliver
- Best practices for CAS staffing matrix
- Assist with interviewing of candidates
- Continuous training of staff
Outcomes
- A staffing structure tuned to your book of business
- Confidence in hiring decisions, from interviews to onboarding
- A team that keeps pace with the changing CAS landscape
04
Proposals & Pricing
We provide insight into how to assess prospects and clients, accompanied with a pricing matrix to optimize profit margins.
Who it’s for
- Partners pricing CAS engagements
- Firms assessing prospect fit and scope
- Leaders improving CAS profit margins
What we deliver
- Best practices for client assessments and proposals
- Pricing model/matrix
Outcomes
- A repeatable prospect-assessment process
- Pricing aligned to scope, risk, and realistic margins
- Better conversion and retention on CAS engagements