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The Sage Accountants Network (SAN) Client Advisory Services (CAS) Program guides you to create a clear and concise strategy for increasing value and profitability by providing higher-value services to your clients.

The heart of the SAN CAS Program is the SAN CAS Toolkit. This toolkit consists of eight learning tracks or “pillars.” Each of the pillars is centered around an advisory service theme and contains tools and resources that can be downloaded and used to build your knowledge.

What's in it for you? Based on your answers from the quiz, we've selected the following themes you're most interested in. Each of these themes aligns with one of the "pillars" in the SAN CAS Toolkit, so the tools and resources are in the SAN CAS Program for you to access to take your firm to the next level!
Business Planning
Business transformation starts with a plan. In this learning segment, we'll help your firm draft a one-page business plan and a 90-day game plan to move your firm from compliance to consulting.
The Client Engagement Process
At the heart of all positive change is the client. In this learning track, we'll show you how to design effective and efficient processes that will create an environment that clients are drawn towards.
Verticals & Market Segmentation
Too often, firms try to be all things to all clients and end up spreading themselves too thin. In this learning track, we'll cover how to narrow your niche and select verticals on which to focus. The good news? You may already be seeing some success in these areas! We'll show you how to drill down into your niche areas and show you why offering deeper services in a narrower niche is a recipe for success.
Key Performance Indicators
Accountability is the key to positive results. In this learning track, we'll help you identify and tailor key performance indicators (KPIs) for your verticals and show you how to tie those KPIs back to your strategic plan.
Packaging & Pricing
As you transform your firm into offering higher level services, knowing the value of those services is key. To truly create services your clients will desire and gravitate towards, your mindset must change. In this learning track, we'll show you the required change in mindset, skillset, and toolset and teach you how to value your services based on the market and your client's perceptions, rather than the amount of time or effort they take to perform.
Talent Recruitment & Development
The skills required to build a consulting practice are different than those required in a traditional compliance practice. In this learning track, we'll discuss the importance of leadership, collaboration, team building, and sourcing to meet your requirements. We'll also introduce you to new ways to access the talent you need, including hiring non-accountants and tapping into the gig economy.
Business Development & Marketing
Your firm is undergoing a transformation, and your marketing plan must change as well. In this learning track, we'll focus on fine-tuning your website and email marketing message to help you grow your client base, having better business development conversations, and capturing client testimonials.
Engagement Letters & Service Agreements
Beginning with the end in mind is the key to any successful project. In this learning track, we'll focus on outcomes, appropriate documentation for the client, and making a move from time billing to value and fixed fee pricing.


The SAN CAS Program comes standard with a Sage Accountants Network (SAN) membership. For more information on SAN and the SAN CAS Program, visit www.sage.com/en-us/casprogram.