CAS isn’t just bookkeeping anymore—firms that want to scale need to offer structured, high-value financial operations that go beyond compliance. In this session, we’ll introduce the CAS 2.0 “Services Cafeteria Menu”, a framework that outlines everything a modern CAS firm can provide—from outsourced accounting and payables management to payroll, Tier 1 HR, FP&A, and advisory services. But here’s the catch: clients don’t get to pick and choose à la carte—instead, we’ll talk about how to use this menu as a tool to educate clients, then guide them into all-inclusive, structured service packages that support their long-term growth.

We’ll talk workflows, client rhythm, and how to use a corporate calendar to drive proactive conversations. By embedding a Readiness Mindset into your CAS offering, you’ll position your firm as a long-term strategic partner that ensures clients are always prepared-whether for scaling or an exit.

AFWA Women Who Count Conference - Mesa, AZ