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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 Welch, and Deneen Dias, Co-founders of Infinite Advisors & Infinite Ties—are incredibly grateful for how our CAS community has grown. What started as a mission to help accounting firms bridge the gap between rising demand for Client Accounting Services (CAS) and the lack of real-world CAS training, has transformed into a movement.

And the industry proved something powerful this year: the future of accounting isn’t just technical—it’s advisory, relational, and talent-driven.

Below is a look at what we accomplished in 2025, and how firms like yours can plug in as we expand even more in 2026.

2025 Curriculum: Built for Firms Like Yours

Our promise has remained simple—show up every week with practical, operational, real-world training your team can use immediately. No theory-only lectures. No surface-level content. Just skills that move people from “doing the books” to delivering real advisory value.

Technical & Tactical Mastery

  • Deep dives into GAAP and Lease Accounting

  • Budgeting Made Easy — built to grow forecasting confidence

  • Applied financial skills for real client scenarios

Operational Best Practices

  • BILL optimization

  • Sales tax compliance

  • Client onboarding structure

  • QBD → QBO conversion guidance

Technology & AI Roadmaps

No vendor fluff—just what’s relevant.

Spotlights with BILL, Intuit, Digits, Reach Reporting & Rippling focused on new product developments, AI enhancements & practical use cases.

CAS Manager Cohort

A monthly leadership space where managers ask candid questions, troubleshoot client challenges, and build confidence as they step into advisory roles.

The Advisory Mindset

Advisory isn’t just numbers—it’s communication, influence, and collaboration.
Monthly sessions with expert soft skill trainers from Intelligent Change customized content for CAS teams on topics such as:

  • Time Optimization

  • Advisory Narrative & Communication

  • Productive Conflict

  • Adaptive Decision-Making

Raising the Standard for CAS

This year we weren’t just teaching — we were advocating for the profession on stages and platforms nationwide.

Speaking & Industry Engagement

  • Aprio Alliance Annual CAS Meeting

  • Mauldin & Jenkins CAS Summit

  • Bridging the Gap

  • Ensuring Success

Partnership & Community

  • Monthly Rightworks webinars — How to Build a CAS Practice

  • Networking at Intuit Connect & the CPA.com DCPA conference

  • Ongoing collaboration with leaders shaping CAS at scale

Podcast & Thought Leadership

  • FanCAStic, our own CAS MasterClass podcast

  • Strategic conversations with Roger Knecht, Canopy, Double, Synder & more

  • Focus on scalable CAS models, staffing capacity, automation, and advisory skill building

Upskilling the Next Generation

In response to overwhelming demand, we launched our Staff & Senior CAS Track — a 12-month development program focused on career acceleration in:

  1. Accounting Fundamentals

  2. Financial Interpretation

  3. Client Communication

  4. Tech Automation

  5. Advisory Exposure

  6. Operational Workflow

Your future managers are already in-house. We’re helping firms activate them.

 

Looking Ahead to 2026

We’re expanding our offerings so your team can grow faster and advisory can scale deeper:

Coming in the New Year

  • CAS Manager Training Track: controllership, financial storytelling & forecasting

  • Advisory Intensive Series: advanced application for client strategy

  • The Tax-to-CAS Bridge Packet: 8 core training recordings + 12 done-for-you documents

2026 is about taking firms beyond efficiency — into advisory, capacity, and client value.

 

A Message for Prospective CAS teams

We built Infinite Ties for YOU based on what the profession told us is needed — and we continue to listen closely. Our members’ challenges, feedback, and goals directly shape our future offerings.

If you’re exploring CAS growth, refining your advisory services, or upskilling staff, we’d love to support you. The firms winning right now aren’t the ones keeping up — they’re the ones building & training their CAS teams!

Let’s Build Your Next Twelve Months Together

1) Listen to the “Fancastic” Podcast — CAS insights in 20–40 minute episodes:
https://www.youtube.com/@InfiniteTiesCASCommunity

2) Check out our website: https://infinite-ties.com

3) Email Deneen at [email protected] to arrange time to discuss your CAS goals for 2026, let’s connect to see how we can help!

 

Christine Triantos | Michelle Welch | Deneen Dias
Co-founders — Infinite Advisors & Infinite Ties