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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.

Technology is changing the way CPA firms do business. Successful accountants are becoming trusted business advisors, not only tax preparers.

Our Complete Advisory Solution will transform your business, engage clients year-round, and help you achieve your goals.

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.

Innovative solutions
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

Testimonials

Andrew Rhodes

Managing Partner

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.”

Anthony Casey

Partner

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.”

Alan Thompson

Business Advisor

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

Gary Bolinger, CAE Joins Oodles

Gary Bolinger, CAE Joins Oodles

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...

The Magic of a Whole Client Approach

The Magic of a Whole Client Approach

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...

What Do My Clients Really Want?

What Do My Clients Really Want?

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...

I Don’t Have the Time!

I Don’t Have the Time!

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...

Get Off the Hamster Wheel

Get Off the Hamster Wheel

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...

Get the Support You Need

Get the Support You Need

Become an Industry Leader The Complete Advisory Solution trains you to become your client’s most trusted advisor. By giving you targeted resources like our Strategic Planning Toolkit, you’ll offer invaluable expertise to help clients: • Realize their dream • Explore...

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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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429 E Dupont Rd. # 229 Fort Wayne, IN 46825

(260) 222-8779

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