Launch & Scale CAS with the Easy SPRING System
SPRING is the Leading 6-Step Simple CAS Launch Plan
SPRING IS FEATURED IN CAS CPE COURSES BY 15+ CPA SOCIETIES
Divide your CAS plan into the following 6-steps for an easy and simple launch. Hover or tap on each to learn more. Make sure to download the guide below to spring into CAS.
Scope
Services
Use the CASH Framework to choose scalable and helpful CAS offerings for clients.
Plan
People
Assign staff to Growth and Engagement scopes for your CAS team.
Rates and
Packages
Decide market-aligned offering prices that bundle existing services.
Integrate
Systems
Choose easy software to sell, deliver, and manage CAS.
Notify
Clients
Announce CAS, share demos, and set up meetings with clients.
Gauge
Results
UTrack growth and engagement KPIs using the 100-20 Plan.
Scope Services
Use the CASH Framework to choose scalable and helpful CAS offerings for clients.
Get Launch GuideRates and Packages
Decide market-aligned offering prices that bundle existing services.
Get Launch GuideGet the Full SPRING CAS Launch Guide for Free
Eliminate guesswork around your advisory growth with a guided framework for your CAS practice. Launch and scale to the $1.6MM to $2.8MM median CAS practice with a proven system covered in this guide.
VIDEO DEMO - Simplify CAS Sales with CRM Software
Automated CRM and Marketing for Advisory Services
See how FetchInsights simplifies scaling an advisory practice to over $1,000,000 in recurring revenue with easy automated marketing and a CAS CRM.
VIDEO DEMO - Better and Faster Reports with CAS A.I.
Reducing Reporting Time to 15 Minutes With A.I.
Watch FetchInsights produce a full advisory report in just minutes allowing your firm to sign more clients with advisory test drives or support 600% more engagements per staff member.
Plan Your CAS Service Scope and Revenue with an Easy Excel
Use our downloadable Excel tool to plan your CAS service offerings. Select services, define manual or automated processes, input client counts and package pricing—then instantly see your labor needs, staffing requirements, and projected CAS revenue. Built using the SPRING framework’s CASH system, it’s a fast way to model your advisory growth.
Simple & Secure Industry-Leading Software
Choose a Proven Solution
Over 100,000 client companies are currently supported by Fetch professional services solutions including FincenFetch and other Advalis Inc. software.
SOC2 Type 2
Certification protects your client data. This rigorous standard, governed by AICPA, assures companies follow best practices and test systems regularly for security.
Over One Thousand Firms Across the U.S.
Use our software solutions today to help automate operations, simplify client processes, and provide services for over 150,000 clients.
State CPA Societies
Work with our team for continuing professional education across the U.S. to help firms grow by launching or optimizing client service offerings.
Calculate Your CAS Revenue
Delivering Proven Results
FetchInsights is released by Advalis Inc. – the company behind FincenFetch. We deliver proven growth and support to the professional services community, demonstrated by key metrics. These numbers reflect the tangible growth we provide to our firms and our dedication to continuing this legacy of trust and innovation.
1,000+ firms rely on our technology for professional services solutions, attesting to our platform’s reliability and effectiveness.
150,000+ end clients are currently supported by firms using our solutions for efficiency, growth, and regulatory compliance.
$50MM+ in new client service billings have been generated by firms choosing our software.
SOC 2 Type 2 Certified we are certified under this rigorous security standard to protect sensitive data.