Looking to grow, scale, or refine your Client Advisory & Accounting Services practice?
- You’re not the only one, join the CAAS Circle.
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Engage & share with partners and leaders from firms that are actively building thriving CAAS practice.
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Benefit from professional facilitators providing structure, accountability, and deep industry expertise.
- Gain confidence that your CAAS strategy is on track—supported by insights from peers who have already overcome similar challenges.
What does the CAAS Circle provide you?
Two In-Person or Virtual Meetings
Engage in peer discussions focused on scaling services, pricing, talent models, technology, and more.
Two Member Connection Calls
Stay in touch with fellow CAAS leaders and problem-solve in real time.
Year-Round Member Group Chat Access
Ask questions, share wins, and gain ideas from a trusted network of professionals growing their firms’ advisory capabilities.
