CAS practice transformation
Client reimagines CAS models and implements a firm-wide CAS strategy, as executed with Baker Tilly.
Ask about this →C
CPA.com
Helps CPA firms scale advisory, audit and tax services through technology, training and partner programs.
They help firms adopt practice and audit technology and build staff capability, offering six comprehensive DAS training levels from new hire to manager.
- Engagement models
- Project, Workshop or training, Coaching
- Founded
- 2001
- Works in
- United States, Global
- Ideal client stage
- Bootstrapped, Established business, Enterprise
- Ideal client size
- 11 to 50 people, 51 to 200 people, 201 to 1,000 people
Services
What you can hire CPA.com for
Audit transformation & DAS implementation
Client modernizes audit workflows and adopts digital audit processes to improve audit delivery.
Ask about this →Audit technology implementation & change management
Client deploys audit technology and manages staff adoption through structured change management.
Ask about this →Tax transformation & AI-enabled research integration
Client integrates AI into tax research workflows to accelerate high-quality tax work, as demonstrated with Bartlett, Pringle & Wolf.
Ask about this →Training, certification and upskilling programs
Client enrolls staff in training and certification programs to build advisory and technical capabilities.
Ask about this →Implementation consulting & operational optimization
Client receives hands-on implementation consulting to optimize operations and firm processes.
Ask about this →Partner program enablement and tech-stack integration
Client launches partner programs and aligns partner technology stacks for joint service execution.
Ask about this →Practice management and strategic advisory
Client engages in practice management and strategic advisory to scale advisory offerings and firm performance.
Ask about this →Fit
Is CPA.com right for you?
A good fit if you are
- A bootstrapped company, an established business or an enterprise with 11 to 50 people, 51 to 200 people or 201 to 1,000 people
- In accounting, professional services or financial services
- Based anywhere: they work globally
How they engage
- Project
- A defined scope with one outcome.
- Workshop or training
- Sessions that teach your team a method or a skill.
- Coaching
- One-to-one sessions that build a leader's skills.
Proof points
Forvis Mazars
How Sage Intacct helped Forvis Mazars cut AP entry in half
AP automation with bill ingestion cut AP entry roughly in half.
Case study on cpa.com ↗Baker Tilly
Accelerating the path to Business Insights Advisory (Baker Tilly)
Accelerated the path to Business Insights Advisory for Baker Tilly.
Case study on cpa.com ↗20-20 Services
DAS training levels with 20-20 Services
Six comprehensive DAS training levels are available from new hire to manager.
Case study on cpa.com ↗Home page CPE offer
1 free CPE credit is available for AICPA members.
Case study on cpa.com ↗About CPA.com
Accelerating the path to Business Insights Advisory, CPA.com is known for reimagining CAS models and embedding AI into tax research workflows to accelerate high-quality outcomes. Clients hire the firm to transform CAS and operationalize AI across tax teams; engagements include a firm-wide CAS strategy for Baker Tilly and AI-enabled tax research at Bartlett, Pringle & Wolf.
Industries served
All sources checked 15 Oct 2026.
Questions and answers
How do I contact CPA.com?
Use Contact CPA.com on this page and describe what you need. Haycion passes your request to CPA.com, and they reply to the email you give.
Have a project for CPA.com?
Send them a request. They reply by email.
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