With our tactical Client Advisory Services (CAS) course and ongoing support The Kick C@$ Community for forward-thinking accountants.
Use this simple handout to spark interest with clients and introduce your new CAS offering.
When you switch to fixed, monthly packages
When you implement value-based pricing in your firm
When your people get to do their best work
Believe it or not, you can ditch the:
60-80 hour work weeks
Hectic tax season
Hourly billing
With CAS Course, you can confidently offer clients the following services and more:
ā financial analysis
ā profitability optimization
ā cash flow management
ā setting metric targets
ā outsourced Controller services
ā outsourced CFO services
CAS Course
How to Start Offering Advisory Services Course
An ongoing community of CAS leaders and owners
The Kick C@$ Community
Implementing CAS Across Multiple Firms
Hi, I am Luke Templin. I have built three Client Accounting & Advisory (CAAS) service offerings within CPA firms, ranging from a single-office local firm to a top-100 regional firm. I also built my own Fractional CFO firm from scratch. These offerings have allowed me the freedom to pursue my passions. I now help other accounting firms build similar advisory offerings so that they can create more freedom in their work and life.
Choose the path that fits your accounting firm.
Get access & start learning.
Implement CAS at a pace that makes sense for your firm.