Transform Your Future
Transform Your CPA Practice
Transform Your Business Model
Successful accountants are becoming trusted business advisors with year-round client engagement. Don’t get left behind.
Increase revenue without hard selling.
Become your client’s most trusted advisor.
Enjoy stimulating work that garners high fees.
Simple step-by-step procedures for success.
Add Business Advisory Services to your CPA firm.
What is the Complete Advisory Solution?
A simple and effective system
Easy-to-use and strategically focused, The Complete Advisory Solution is a well-designed system that helps your company reach its full potential.
The Complete Advisory Solution provides targeted strategies in advising services that will position you as an industry leader.
Grow your business to its full potential
Join the revolution in business advising and learn how to give your clients a wide spectrum of services to boost your business.
Transform your firm
The Complete Advisory Solution will help secure your future success.
CAS Changed the Way We Do Business
Strategic Growth – “Using CAS has been one of the most important and successful investments we’ve ever made. It’s a major factor in how we acquire new clients and differentiate ourselves.”
Client Relationships – “Our primary focus is on building value and trust into the relationships we forge with clients. Using CAS provides the collaborative approach and transparency that clients definitely enjoy.”
Proven Success – “We have been CAS licensees for over 8 years. The tools and approaches invariably generate significant consulting work for us.”
Learn more about the Complete Advisory Solution.
From our Blog
Business Advisory News
Many, or most, practitioners and firms talk about increasing revenues generated through an advisory services practice. But so, few are actually making progress. There are a host of real and perceived “roadblocks”. If a firm of any size wants to make meaningful...
BOLINGER JOINS OODLES BUSINESS ADVISORY EXPERTS Fort Wayne, Ind. —Oodles, experts who help certified public accountants transform their firms into business advisory practices has named Gary Bolinger, CAE, Vice President – Client Relations. Bolinger previously served...
We all want a ‘whole’ client not a ‘partial client’. A whole client is one who is totally engaged with us as their accountants. Unfortunately, too often we accept half a client or a quarter of a client who discuss just some of their needs and wants with us. We need to...
Most of us believe we have the answers to our clients’ most pressing questions, but we often miss the mark on nailing what our clients really want. We think they want advice on how to: make more money establish a successful business gain more clients While those...
Are you ready for changes in the tax industry that could affect your revenue? Experts predict that under the previous tax law, about 70 percent of clients itemized their deductions. Under the new law, only 17 percent will itemize. This means fewer people will need the...
Do you struggle to find time for anything other than tax preparation work? Does it feel like there’s not enough time to get everything done? If you answered yes, then you’re not alone. Most accountants are working harder than ever, even though modern technology was...
Your CPA Firm can offer Business Advisory Services
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Free Copy of the Essential Guide
Schedule a demonstration of the Complete Advisory Solution and receive a free copy of our new book, Delivering Advisory Services: The Essential Guide by Richard Walters, with forward by Ed Souers, CPA.
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