Introducing the How to Start Offering Advisory Services Course, a tactical CAS training program for forward-thinking accountants.
Complete the course in approximately 5 hours at your own pace
Follow a proven step-by-step CAS framework with plug-and-play templates
Get ongoing support by bouncing ideas off other CAS firm owners and leaders inside The Kick C@$ Community as you implement.
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 course was build for you.
INTRODUCING THE
How to Start Offering Advisory Course
–a proven CAS roadmap–
Inside, you’ll receive:
Guided Learning: Work through four structured course modules led by Luke Templin, based on his knowledge of creating multiple CAS offerings inside CPA firms and his own fractional CFO firm.
Roadmap: Clear next steps and implementation guidance are provided in each module to help you take action immediately.
Included with Enrollment: Get access to The Kick C@$ Community and FinDaily.io to support your CAS implementation.
Course enrollment includes full access to all materials and resources.
Money-Back Guarantee: We are confident in the value of the CAS course 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 You Will Learn in the CAS Course?
Module 1: Learn how to find clients and sell to them.
The module 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
Module 2: CAS Assessments
The module covers and includes the following:
How to get paid for proposals
How to pitch CAS assessments to clients
Pitch deck template for selling assessments
Tips for performing an effective CAS assessment
Templates for creating a CAS assessment report
Module 3: Learn pricing strategy for advisory clients.
The module 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
Module 4: Learn how to start offering advisory services, including an overview of the technology Luke uses.
The module 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 the 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 and Advisory Services offerings inside CPA firms, ranging from a single-office local firm to a top-100 regional firm. I have also built my own Fractional CFO firm from scratch.
The frameworks and templates in this course are based on real-world implementation, not theory. I created this course and community to help accounting firms confidently build advisory services that generate recurring revenue and create more freedom.
→ You’re a firm partner who wants to increase revenue and deepen existing client relationships. Many of your existing clients currently use your firm only for accounting and tax services, but need more strategic financial guidance. This course helps you map out each step of the CAS process, from finding and selling advisory services to delivering them confidently.
→ You’re a growth-minded staff accountant who wants to help businesses in a deeper way. Clients are already asking you for financial guidance, and while your firm does not yet have a formal CAS offering, leadership is open to the idea. This course gives you the exact steps and tools you need to help your firm level up its services.
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.
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.