The Modern CPA Success Show: Episode 137

Many firms find themselves delivering outsourced accounting but struggling to break into true advisory work.

In this episode of The Modern CPA Success Show, Amy Bridges, Senior Manager of CAS Professional Services at CPA.com, shares how firms like yours can build a thriving CAS practice that’s scalable, efficient, and impactful.

Amy's journey into the world of CAS is anything but ordinary. With a background in mathematics, software, and education, she brings a unique perspective to how firms can leverage technology and structured methodologies to optimize their services. 

At CPA.com, she has played a pivotal role in shaping the CAS landscape, helping firms implement frameworks that streamline their offerings and improve client outcomes.

Tune in now to hear actionable strategies and learn how CPA.com is shaping the future of Client Advisory Services!

Episode Notes

"The educational tools provided by CPA.com ensure firms can deliver consistent advisory services, reducing confusion and enhancing client satisfaction." - Tom Wadelton

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/ 

• If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com 

• Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/