Only 4 spots left for our How to Start Offering Advisory Cohort starting in January 2026! Register Now
Introducing the How to Start Offering Advisory Cohort–a Client Advisory Services (CAS) training program for forward-thinking accountants.
Complete the program in 4.5 hours across 3 sessions.
Follow the exact steps and leverage plug-and-play templates
Check-in with your instructor & peers on each call + Q&A session
Are our clients really going to pay for these services?
Will I get my team or boss on board?
Do I even know enough to offer advisory?
How do we switch from hourly to monthly billing?
… this program may be for you.
INTRODUCING THE
How to Start Offering Advisory Cohort
–a hands-on CAS roadmap–
Inside, you’ll receive:
Guided Learning: Participate in three Zoom sessions led by Luke Templin on creating an advisory offering in your accounting firm. This is based on his knowledge of creating three advisory service offerings for CPA firms and one for his firm.
Group Accountability: We will end each session with each person sharing one action item they plan to execute. This is intended to hold members accountable to maximize the value received in the cohort.
PLUS 3 FREE BONUSES:
Access to The Kick C@$ Community, FinDaily, and Assessment Course: Receive a 3-month free subscription to The Kick C@S Community (valued at $150), FinDaily.io (valued at $105), and an assessment course (valued at $150) to learn how to get paid for proposals.
For only $950
Money-Back Guarantee: We are so confident in the value of our cohort that we offer a full money-back guarantee. If you feel you haven't gained valuable insights or skills, we'll refund your investment, no questions asked.
What will you learn?
Session 1: Learn how to find clients and sell to them.
The session covers and includes the following:
Why do advisory
What is advisory
How to find advisory clients
How to sell advisory clients
One-page opportunity spotter example for team and referral sources
Intake form questions template
Pre-call email template
Discovery call agenda
Financial model example
Assessment proposal templates
Session 2: Learn pricing strategy for advisory clients.
The session covers and includes the following:
Why avoid billing by the hour
How to create a minimum price
How to develop advisory packages
How to calculate the value
Advisory engagement letter example
Overhead calculation template
Minimum pricing calculation templates
Bookkeeping budget calculation template
Sample tiers and proposal template
Value calculation template
Session 3: Learn how to start offering advisory services, including an overview of the technology Luke uses.
The session covers and includes the following:
How to provide fractional controllership
How to start offering advisory
Overview of my client-facing tech stack and how I use the tools
How to start forecasting
Template used by my team for month-end process
Template for simple advisory agenda
Power of One calculator
Example reports
Discounts for some of the client-facing tools
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.
→ You’re a firm partner who wants to increase revenue and deepen existing client relationships. Many of your existing clients, who are only utilizing your firm for accounting and tax services, desperately need financial guidance–but does your team feel confident stepping into this new role? The CAS Cache Cohort will help you map out each step–from finding, selling, and executing CAS.
→ You’re a growth-minded staff accountant who wants to help businesses in a deeper way. You see a need for advisory services with current clients who are already asking you for financial guidance. While your firm doesn’t have a CAS program yet, the partners are open to the idea. Going through the CAS Cache Cohort will give you the exact steps you need to take to help your firm level up.
Here’s how it works:
Register for the next cohort via our registration & payment form.
You’ll receive a welcome email with access to bonus material and calendar invites for training sessions.
Join us for the first call to start your CAS journey!
Our next cohort starts in May!
You are not an accountant.
You want to continue the traditional accounting model.
You already have a CAS program and are looking to scale. Check out The Kick C@$ Community.
Increased Demand
Staffing shortages & employee turnover means businesses are more likely to outsource business administrative work–like accounting and advisory.
Staying Ahead of AI
With AI bookkeeping developments, CAS is a way to offer higher-level, high-touch services that are harder to replace with technology.
Workforce Demands
Young accountants want to do meaningful work with time flexibility–the CAS model allows employees to directly impact business growth.
How to Start Offering Advisory Services Course Bundle
✓ At your own pace
✓ Same 3 sessions as the cohort✓ Live accountability and Q&A✓ Networking with like-minded peers
✓ Access to The Kick C@$ Community and FinDaily.io
$475
Work 4 days a week
Generate monthly recurring revenue
Be a sought-after place to work
Be seen as an authority to your clients
The best time to start the program is now. Some participants have found it beneficial to enroll during busy season, as it provides a welcome break from their routine. Additionally, all sessions are recorded, so you can easily catch up if your schedule becomes too hectic. Starting right away is key to making the most of this opportunity.
Change management is indeed one of the biggest challenges accounting firms face. However, this program is specifically designed to help you achieve quick wins that can demonstrate the value of advisory services to others in your firm. I've found that showing successful examples is far more effective than simply telling people about the benefits. With guidance, you can start realizing positive results that will inspire broader adoption of advisory across your firm.
Use this program to create one or two successful advisory engagements that you can showcase to the rest of your team. Demonstrating real wins and positive client outcomes will go a long way in getting buy-in from others at your firm.
Have interested team members join you on this journey by participating in the same cohort program. Going through the training together will not only upskill them but also build consensus and momentum for offering advisory services.
No, you do not need to serve a niche clientele to successfully offer advisory services. I've found that starting from a generalist approach is best as it allows you to see which industries you enjoy working with and which are most profitable for your firm. While niching down may be a long-term outcome, it should come with considerable experience and strategy.
Yes, you can continue billing hourly as you start offering client advisory services (CAS). There's no shame in hourly billing initially, as it ensures you get paid for the training and ramp-up period. However, your long-term goal should be to transition from hourly billing to value pricing. Value pricing creates more freedom and unlocks the full potential of your accounting and advisory firm. The How to Start Offering Advisory Cohort will help you make that transition when you're ready.
Sure, you could implement a CAS program on your own. Or you could save yourself hours of research and second-guessing and implement a proven process.