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!
▶️ How CPA.com Revolutionized CAS with Amy Bridges
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/
Quotes
- Amy Bridges - “Initially, we focused on cloud-based accounting, but CAS has evolved significantly. Now, CPA.com is helping firms transition from basic bookkeeping to proactive, valuable advisory services.”
- Tom Wadelton: "The educational tools provided by CPA.com ensure firms can deliver consistent advisory services, reducing confusion and enhancing client satisfaction."
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Amy Bridges is a seasoned professional in practice development, curriculum design, and client advocacy within the accounting industry. As a Senior Manager of Practice Development at CPA.com, she plays a pivotal role in shaping educational programs that empower CPAs for the digital age. With expertise in assessment, learning strategy, and client training, she leads the development of the Client Advisory Services (CAS) Roadmap Workshop. Her passion for innovation and strategic enablement has been instrumental in revolutionizing CAS at CPA.com.
Website: https://www.cpa.com/
Facebook: https://www.facebook.com/CPAdotcom
Youtube: https://www.youtube.com/user/CPA2BizVideo
LinkedIn: https://www.linkedin.com/in/amylynnbridges/
https://www.linkedin.com/company/cpa-com/
Client Advisory Services Whitepapers: https://www.cpa.com/resources?filter=Whitepapers
DCPA Conference Dec 7 – 10, 2025: https://www.cpa.com/digital-cpa
2024 CAS Benchmark Survey https://www.cpa.com/cas-benchmark-survey
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