Only 4 spots left for our How to Start Offering Advisory Cohort starting in January 2026! Register Now
With our Client Advisory Services (CAS) training program and The Kick C@$ Community for forward-thinking accountants.
Use this simple handout to spark interest in your clients and pitch your new CAS offering!
When you switch to fixed, monthly packages
When you implement value-based pricing
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 Cache training, you can confidently offer clients the following services and more:
✓ financial analysis
✓ profitability optimization
✓ cash flow management
✓ setting metric targets
✓ outsourced Controller services
✓ outsourced CFO services
Live Training
How to Start Offering Advisory Cohort
Pre-recorded Course
How to Start Offering Advisory Services Course
A community of CAS firm owners and CAS leaders
The Kick C@$ Community
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 starch. These offerings have allowed me the freedom to pursue my passions. I am now guiding others to build similar service offerings, so they can pursue what they love.
Choose a program that works for you.
Get access & start learning.
Implement CAS at a pace that makes sense for your firm.
Transform your practice. Transform your life.