Designing a Scalable CAS Practice
How to structure advisory services the right way, from day one
When accounting firms decide to make the transition to offering advisory services, many try to bolt CAS onto an already-full compliance calendar. This inevitably turns into a second job squeezed into evenings and the gaps between tax deadlines. But it doesn’t have to be that way.
In Designing a Scalable CAS Practice, Infinite Ties co-founders Christine Triantos, Michelle Welch, and Deneen Dias share insights, advice, and frameworks for building a scalable, repeatable, and sustainable CAS practice. If you’re ready to move beyond transactional work and establish yourself as an indispensable business advisor, this guide will get you started.
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What you'll learn:
- The six pillars of a scalable CAS practice, from foundation to platform to process
- The revenue streams most CAS firms miss (beyond the monthly retainer)
- Why fixed-fee, value-based pricing beats hourly billing
- How to build an Ideal Client Profile that filters out margin-draining clients
- The essential components of effective and protective engagement letters
Authors
By: Infinite Ties
Co-founded by Christine Triantos, Michelle Welch, and Deneen Dias, Infinite Ties is a secure and collaborative space where CAS professionals can connect, learn, exchange ideas, and share knowledge. Learn more at infinite-ties.com
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Ready to get started?
Your future self will thank you.