From Tasks to Revenue: Designing a CAS Practice That Scales
Client Advisory Services (CAS) is one of the most exciting growth opportunities in the accounting profession, but let’s be honest, it doesn’t always feel that way in practice. Many firms find themselves adding CAS on top of existing compliance work, only to end up with more complexity, stretched teams, and inconsistent results.
In this session, we’ll take a step back and simplify what CAS should actually look like. Attendees will walk through a practical, real-world framework for building a CAS practice that is structured, scalable, and sustainable, without adding unnecessary complexity. We’ll break down what’s holding firms back today, including unclear service scope, inefficient workflows, overreliance on specific team members, and pricing that doesn’t align with the value delivered.
Rather than just doing more, we’ll focus on doing CAS differently. We’re shifting the emphasis from task-heavy workflows to a high-quality framework designed for long-term success.
What You'll Learn
- • How to identify the key operational and strategic barriers that limit CAS scalability and recurring revenue growth
- • How to apply the core components of a structured CAS operating model, including service design, workflow alignment, pricing approach, and capacity management
- • How to evaluate opportunities to transition existing compliance work into higher-value advisory services that support sustainable firm growth and improved client outcomes
Meet our speakers
Christine Triantos
Owner, Infinite Advisors, Inc.
Deneen Dias
Co-Founder, Infinite Ties
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Ready to get started?
Your future self will thank you.