I just walked in and out of Sam’s Club in exactly 10 minutes. No, that is not a typo. I …
From One Client to 300: How RKL Virtual Scaled a Modern CAS Practice
The evolution of Client Advisory Services (CAS) has reshaped the accounting profession. Firms that once relied on compliance work are…
Don’t Make the Same Mistakes: Hard-Won Lessons from Building a CAS Practice
Fifteen years ago, launching Client Advisory Services (CAS) inside a traditional public accounting firm was a “learn-as-you-go” experience for Christine…
The “A” in CAS from Accounting to Advisory: 2025 Insights and 2026 Priorities
Themes emerging from Digital CPA 2025 and year-round conversations with CAS leaders, shared by Christine Triantos, Co-Founder of Infinite Advisors,…
A CAS Leader’s Playbook for Raising Fees and Letting Go of Bad-Fit Clients
Failure Fuels Success in Client Advisory Services If you want to know how to avoid the pitfalls of building a…
CAS Innovation: Turning Tech into Your Firm’s Force Multiplier
Client Advisory Services (CAS) has emerged as the most tech-forward division in accounting firms. Unlike traditional service lines that are…
One Year of Infinite Ties: What We Built – and How Your Firm Can Benefit in 2026
They say the first year of any venture sets the tone for everything that comes after. We —Christine Triantos, Michelle…
From Chaos to Culinary Precision: What The Bear Teaches Us About Scaling a High-Performing CAS Practice
The accounting profession continues to undergo a transformation—one where compliance work is no longer the end goal, but the foundation…
What CAS Leaders Are Targeting in 2026
Written by: Deneen Dias, CoFounder, Infinite Ties December 2025 The CPA.com Digital Conference is my favorite event of the year…
Evolve from Compliance to Client Advisory Services to Unlock Growth
Accounting client demands have evolved beyond the need for accurate books. They want insights and guidance. This is where client advisory…
How to Build a Scalable and Profitable CAS Practice from the Ground Up
Author Bio: From Firm CFO to CAS Trailblazer: Christine’s Story Long before “Client Accounting Services” was a trend, Christine…
Beyond the Uncontrollable: Where CAS Managers Wield Their Power
It’s a reality for Client Accounting Services (CAS) Managers: much of the environment is dictated by factors outside their direct…
Why Client Advisory Services Are Accounting’s Next Gold Rush
Deneen Dias was recently interviewed by Janet Berry-Johnson from Net Gains (edited by Bianca Prieto) on: Why Client Advisory Services…
