The evolution of Client Advisory Services (CAS) has reshaped the accounting profession. Firms that once relied on compliance work are…
Mastering the Three A’s of the Golden Age of Accounting
In 2009, when I started at CPA.com working with the BiLL Accountants Program and Intacct Accountants Programs, the “Cloud” wasn’t…
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…
Why We’re Launching the “CAS in Action” Series
Written by Deneen Dias, Co-Founder Infinite Ties 2/3/26 Client Advisory Services (CAS) teams are some of the most dedicated talent…
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…
