Stop building CAS from scratch.
The operating framework we wish we'd had when we built our first CAS practices. Not a template pack and not a course. The actual infrastructure: strategy, services, pricing, people, technology, process and growth.
You can build all of this yourself. We did. It took years.
Every practice standing up CAS solves the same problems in the same order, usually by trial and error, usually while serving live clients.
Which clients are right. What the packages are. How to price them. Who does the work and at what level. What the close looks like. Where the technology lives. How you know if any of it is profitable.
The FanCAS-Kit is those answers, written down by the practitioners who already made the mistakes.
The phases that matter.
Start where you are. Most practices find the gaps are not where they expected.
Start Here & Strategy
Write-up versus CAS, ideal client profile, barriers to entry and the honest assessment of whether your practice is ready.
See what's insideCAS Revenue Strategy
Revenue streams, revenue goals, projection modeling, pricing structures and the growth model behind them.
See what's insidePeople
Staffing matrix, job descriptions by level, onboarding your team, offshore best practices and employee metrics.
See what's insidePlatform
Technology stack, governance, security and access to client data, and the folder and naming structures that keep it sane.
See what's insideOperations
Client acceptance, engagement letters, onboarding checklists, close procedures, charge hours and billable time definitions.
See what's insideProcess & Growth
Cross-selling, upselling, raising fees on existing clients, converting tax clients, and offboarding when it's time.
See what's insideA representative slice, not the whole library.
Here's the architecture and a few examples so you can judge the depth. The underlying documents stay behind the paywall.
A growing list of revenue streams
Monthly accounting, advisory, cleanup, cash-to-accrual conversions, technology implementations and conversions, client onboarding, knowledge transfer, audit support, tax support, special projects and change management, with more added as the profession moves.
Operational documents
Client acceptance forms, engagement letters, prospect assessments, onboarding checklists, year-end checklists, termination letters and vendor service agreements.
The Kit comes with a seat at the table.
Buying the FanCAS-Kit includes a 12-month single-user Infinite Ties membership, so you get the community and ongoing education alongside the framework itself.
- Additional seats available for teams
- Not ready to buy? Download the free ebook
Access to all content and updates for 12 months.
Purchase the Kit- All six phases, with instructional video for each
- Every document, template and checklist in the library
- Content updates throughout the 12 months
- 12-month single-user membership included
Questions first? Ask about the Kit
Not ready to buy? Start with the ebook.
Designing a Scalable CAS Practice covers how the work gets scoped, priced, staffed and delivered, and where practices most often lose margin along the way. It's the thinking behind the Kit, produced with Canopy. Free, in exchange for a name and an email.