Built for the real world of CAS.
A complete CAS ecosystem: the training, tools and proven frameworks to build, grow and strengthen a profitable CAS practice, without having to figure it all out yourself.
Where are you in your CAS journey?
Same proven frameworks underneath. Completely different starting points. Tell us where you are and we will show you what matters first.
I have a CAS practice
I need to make it better. Standardize delivery, improve margins, develop your people, strengthen pricing, move your team toward advisory and create a practice that can actually scale.
Explore solutions for existing practices Path 02I'm in tax
I want to build or grow CAS. Turn trusted tax relationships into year-round recurring revenue with a proven framework for services, pricing, staffing, sales, technology and delivery.
Show me how to build CAS Path 03I'm a sole practitioner
I'm ready to move beyond bookkeeping. Price your expertise appropriately, package higher-value services, strengthen your technical skills and become the advisor your clients already need.
Help me level up Path 04I'm on a CAS team
I want to be better at this job. Strengthen your technical foundation, learn to price and scope the work properly, and build the advisory skills that decide how far your career goes.
Show me how to growCAS isn't built like audit and tax. Stop treating it like it is.
The profession has decades of infrastructure behind audit and tax: training, methodologies, workflows, career paths and standards. CAS is different, and it requires a mindset shift to really be successful.
Most practices try to build CAS training out of audit and tax training, and it's vastly different work. Delivery is inconsistent, margins leak and good people stall out.
We built what we couldn't find.
When we started building CAS practices, there wasn't a definitive pathway to success. So we learned by doing. We tried things that worked. We tried plenty that didn't.
We figured out pricing, staffing, technology, scope, client selection, workflows, advisory and how to develop people while we were actually running CAS practices. Not in a classroom. Not in theory.
Out of all of it we built a CAS operating model: a repeatable way to define, price, staff, deliver and grow the work, rather than a stack of disconnected templates.
Infinite Ties is what came out of those lessons. We've turned decades of real-world experience into the training, tools and frameworks we wish we'd had when we started.
You don't have to learn CAS the hard way. We already did.
Different starting points. One CAS ecosystem.
Whether you're starting CAS, strengthening an existing practice or moving beyond bookkeeping, you don't need to build everything from scratch. The ecosystem is already built: the framework, the training, the tools and the community, and they work together.
FanCAS-Kit
Strategy, services, people, pricing, process, technology and growth. The operating framework for standing up or rebuilding a CAS practice.
See what's insideCAS Training Tracks
Advisory-Ready Financials, CAS Engagement Leadership and The Advisory Mindset. A full talent development system, not three disconnected courses.
Explore the tracksGrowth & Profitability Engine
Understand the client. Scope the work. Price with confidence. Protect your margins before you ever quote the engagement.
See the toolsThe Community
Practical education, resources, CAS experts, technology guidance and a peer community that understands exactly what you're dealing with.
Explore membershipStop building CAS from scratch.
The FanCAS-Kit is the operating framework we wish we'd had when we built our first CAS practices. Not a template pack. The actual infrastructure.
- Ideal client profile, revenue projections and revenue streams
- Job descriptions, staffing models and employee metrics
- Engagement documentation, onboarding and offboarding
- Pricing structures, scope definition and technology governance
Designing a Scalable CAS Practice.
A practical guide to building a CAS practice that grows without breaking: how the work gets scoped, priced, staffed and delivered, and where practices most often lose margin along the way. Produced with Canopy.
- What separates a scalable practice from a busy one
- Where margin leaks before anyone sees a realization report
- How pricing, staffing and delivery have to move together
Free. Name and email, nothing else.
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Five things that decide whether CAS makes money.
Every practice we work with is stuck on at least one of these. Start wherever it hurts most.
CAS pricing
CAS pricing models, value pricing and fixed-fee structures that hold up. Most CAS margin is lost at the quote, not in delivery.
CAS pricing toolsScope and risk
CAS engagement letters, statements of work and service boundaries that prevent scope creep instead of documenting it after the fact.
Scope templates in the FanCAS-KitCAS and advisory services
CAS revenue streams, service packages and tiers, from monthly accounting through virtual controller and CFO-level advisory work.
CAS service offeringsStaff development
CAS staff, senior and manager training, career paths and a real progression from technical execution to trusted advisor.
CAS training tracksProfitability
CAS profitability and margin management, realization, capacity planning and client segmentation, so growth doesn't quietly cost you money.
Scale a CAS practiceStanding it up from scratch
How to start a CAS practice, or build one out of a tax or bookkeeping practice, using an operating model rather than trial and error.
Build a CAS practiceWhat CAS professionals say.
It's about time a community like this was created to bring together all members of client accounting services, from leaders to staff!
I recently started using the Infinite Ties website, and I couldn't be more impressed with its functionality and user-friendly interface. The clear navigation facilitates easy exploration of diverse categories for our accounting firm and employees.
Infinite Ties is an essential resource for any accounting professional. Highly recommended!
Infinite Ties is EXACTLY what was missing in the growth path of my firm. I'm really enjoying the material that you all have put together.
CAS lessons, written down.
Practical insights on scaling, pricing and building a CAS practice, from practitioners doing it now.
From One Client to 300
How RKL Virtual scaled a modern CAS practice, and the decisions that made growth possible instead of painful.
Read the blogRaising fees and letting go of bad-fit clients
A CAS leader's playbook for repricing existing work and parting with the clients that quietly cost you money.
Read the blogDon't make the same mistakes
Hard-won lessons from building a CAS practice, including the ones we would rather not have learned first-hand.
Read the blogThe people who built it.
Co-founders who built and scaled CAS practices from the inside, long before there was a definitive pathway to success.
Christine Triantos
Co-FounderNationally recognized CAS strategist with nearly three decades in the profession. Launched a CAS practice in 2008 and later led BDO's West Regional CAS and National CAS technology team.
Michelle Welch
Co-Founder25+ years across tax, GAAP, risk mitigation, technology and CAS. The technical architect behind much of the Infinite Ties training curriculum.
Deneen Dias
Co-Founder15+ years helping practices position, launch and grow scalable CAS practices. Trained hundreds of practices nationwide and speaks for AICPA ENGAGE, CPA.com and Boomer Consulting.
Don't build CAS the hard way.
Training, tools, frameworks and community. Built by the practitioners who already did.