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Client Advisory Services (CAS) Program

Grow your service offerings and better serve your clients.

Deliver more value. Increase profitability. Grow your practice.

The Sage Accountants Network (SAN) Client Advisory Services (CAS) Program helps you create a clear and concise strategy for increasing value and profitability through higher-value services to your clients. Through this program, you’ll learn how to package, price, market, and deliver additional services for your clients.

The program includes unlimited access to the online SAN CAS Toolkit where you can explore all eight learning tracks of the program. Each learning track is centered around an advisory services theme and contains the downloadable tools and resources that you can use to expand your services, boost your value, and advise your clients.

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Business planning

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Client engagement process


Verticals and market segmentation


Packaging and pricing

engagement letter

Engagement letters and service agreements

3 connected people

Talent recruitment and development

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Business development and marketing

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Key performance indicators

Be a part of the SAN CAS Program

The SAN CAS Program is a benefit of becoming a member of the Sage Accountants Network (SAN). Join today and enjoy the benefits and resources that help you better serve your clients.

Already an active Sage Accountants Network member?

Take advantage of our toolkit.

Sage Accountants Network (SAN) Client Advisory Services (CAS)