If you’re burnt out doing the traditional accounting hustle and want to start offering more value to your clients through advisory services, you’re in the right place.
I spent nearly a decade inside accounting firms, building and refining Client Advisory Services (CAS) lines. Through plenty of trial and error, I learned what makes CAS services work impactfully. It wasn't just about the CAS services we offered but the deeper relationships we built. When accounting firms step beyond compliance work and help clients navigate their bigger financial picture, they shift from being accountants to becoming indispensable advisors offering CAS services.
This hands-on experience inspired me to launch my fractional CFO firm over four years ago. It's been professionally fulfilling and personally freeing, allowing me to support entrepreneurs while enjoying time outdoors with my family and friends.
Along the way, I’ve been honored to share what I’ve learned as a contributor for Inc. and Intuit’s Firm of the Future. Jetpack Workflow has recognized me as one of the 30+ Influential Client Advisory Services Leaders to follow, and Future Firm recognized my firm as one of the Top 50 Modern Accounting Firms of 2025. My mission is to help accounting firms like yours confidently accelerate into CAS services.
CAS services don’t have to be overwhelming. With the proper framework and tools, you can enhance your value, deepen client trust, and set your accounting firm apart. Let’s build your CAS strategy smartly, rooted in what works.
The CAS Cache offers live and pre-recorded Client Advisory Service (CAS) training programs and a CAS Community. We help forward-thinking accountants ditch the grind and implement a robust advisory program that ultimately gives them more freedom in life.
Live CAS Training
Pre-recorded CAS Course
A community of CAS firm owners and CAS leaders.
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