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On today’s special episode of CAS Minute, we take a closer look at CPA.com’s CAS 2.0 framework—a strong foundation for scaling advisory services. While the framework does a great job of outlining strategy, practice development, and operational excellence, it misses a critical piece: the transformative role of data. Join me as I share my thoughts on where CAS 2.0 shines, where it falls short, and how firms can harness both internal and external data to elevate their CAS practices and deliver unmatched client value.
Link to CPA.com CAS 2.0 Framework Whitepaper