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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…

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…

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…

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…