An ideal practice for CAS (Client Advisory Services) operates with a laser focus on understanding and fulfilling the unique needs of its clients. This practice excels in providing a holistic suite of services tailored to the clients, encompassing meticulous accounting, controllership services, proactive financial analysis, tax optimization, and strategic advisory.

Identifying the Ideal Client that fits into a firm’s culture inclusive of vision, mission, and purpose is critical to the success of the CAS practice. Focusing on delivering a tailored solution with excellence, the practice establishes itself as a trusted advisor and partner in the client’s business and financial journey. 

Learning Objectives:

• Name the 7 pillars of the Ideal Practice Model™️ 


• Describe the differences between vision, mission, and purpose statement


• Recognize red flags that indicate a client is not an ideal client


• Identify key characteristics of an ideal client


• Identify the primary processes utilized in a practice