Built for the real-world CAS career journey.
Three tracks. One path. From advisory-ready technical fundamentals, to leading a CAS practice, to the human skills that turn accountants into trusted advisors. The CAS practitioners who lived it have created a pathway to success.
Technical → Leadership → Advisory
Most CAS teams get technical training borrowed from audit, management training borrowed from a completely different service line, and no formal path for the human side of advisory at all. This is the path we wish we'd had.
Advisory-Ready Financials
Build the technical foundation, taught through a CAS lens.
CAS Engagement Leadership
Run a team and a book of engagements well.
The Advisory Mindset
Develop the human side of advisory.
Blended learning: these avatars present a few of the recorded self-study modules, with handout materials alongside them.
Track 01 — Advisory-Ready Financials
We take the fundamentals and make them advisory-ready.
This isn't traditional accounting training. Every block is taught through the lens of modern Client Advisory Services: why the accounting matters, how it affects business decisions, and what to look for to become a more valuable advisor.
It opens with CAS Ready, a short on-ramp for anyone coming across from write-up or tax, then runs through thirteen delivery blocks.
Who it's for: anyone who delivers CAS work. Coming across from write-up or tax, new to a CAS team, years into it with gaps to fill, or a practice that wants everyone working to one standard.
CAS has no formal credential, so there has never been a way to show that someone was trained properly for this work. The badge is that recognition: a verifiable record of 24 hours of CAS-specific training that goes on a LinkedIn profile, a practice bio or in front of a client. For practices, it's visible proof your team was developed deliberately.
- Transaction coding & feeds
- What clean looks like
- The daily and weekly rhythm
- From write-up to CAS
- Foundations
- The CAS seat
- Onboarding, setup & transitions
- Cash, banking & debt
- Revenue & receivables
- Expenses & payables
- Payroll & transaction taxes
- Fixed assets & leases
- The close
- Cleanup & complexity
- Analysis & advisory
- The audit
- Tax & capstone
I learned a lot in this module, things I did not know before, but am now more equipped to put into practice as I work to re-structure my way of thinking from being a CAAS specialist to that of a Manager.
The course content is well-organized and covers key accounting fundamentals in a clear way. The emphasis on both technical knowledge and client advisory skills is valuable.
The training was clear, relevant, and well-organized. I appreciated the practical examples and how the content directly connected to real client scenarios.
Thank you so much for the value that has been added to my CAS position in using these training experiences.
This is a great learning opportunity for my career path! This training helps me to keep improving on client relationships and reflect on what I have worked with so far.
Track 02 — CAS Engagement Leadership
The team and the book of engagements.
The practices that scale aren't the ones with the smartest accountants. They're the ones where somebody knows how to run a book of engagements: what the work should cost, when it's drifting, who should be doing it, and how to have the conversation before it becomes a problem.
Twelve blocks covering the team and the book.
Who it's for: anyone responsible for a team or a book of engagements, whether or not the word manager is in the title. Practices use it to build the layer of people who hold the work together.
- The manager shift
- Coaching & course correction
- Capacity, scope & escalation
- Redefining advisory
- Client conversations
- Onboarding & boundaries
- Metrics & profitability
- Technology & audit defence
- Practice management
- Client life events
- Cross-selling & connecting the dots
- Capstone, building a scalable practice
Track 03 — The Advisory Mindset
Technical skills get you in the door. Power skills make you the advisor clients can't replace.
This is not generic soft-skills training. It's practical, real-world coaching built around the everyday challenges CAS teams face: difficult client conversations, managing pressure, influencing decisions, building trust, and moving from task execution to true advisory impact. Because the future of CAS isn't just technical, it's relational.
Who it's for: anyone whose job involves talking to clients. The technical side gets you in the room. This is the part that decides what happens once you're there.
Developed in partnership with The Intelligent Change. We know when to stay in our lane. The Intelligent Change are the experts on power skills and advisory communication, and this content is theirs. What we brought is the CAS context: we curated and guided the program so every scenario reflects real CAS client conversations rather than generic sales training.
- Circle of ControlFocus on what you control, what you influence and what to let go.
- The Trust EquationBuild client connections that last.
- Communication CodeMeaningful advisory conversations.
- Adaptive AdvisorDecode and adapt to client styles.
- Productive ConflictTurn tension into stronger client relationships.
- The Advisory NarrativeTranslate insights into client impact.
- Time OptimizationProtect your time and create space for what matters.
- Advisory DiscoveryAsk better questions to uncover what clients really need.
- Closing the LoopFollow-through, feedback and trust.
- Advisory JudgmentThink beyond the task.
- Moving Work ForwardThe practical skill of influence.
- The Trusted Advisor Operating SystemBring it all together.
How to get your team in.
Advisory-Ready Financials
Included with membership
Both the on-ramp and the delivery track come with any Infinite Ties membership, from $49 a month for a single user.
See membershipCAS Engagement Leadership
$240
Whole track or block by block, on top of an active Infinite Ties membership.
Join to enrollThe Advisory Mindset
$240
Whole track or block by block, on top of an active Infinite Ties membership.
Join to enrollAbout CPE. We are not a registered CPE sponsor and we don't issue CPE credit ourselves. What we do provide is everything your practice needs to award it internally: the learning objectives, the content covered, the delivery method and the time spent on each block. Many practices are already set up to issue CPE to their own people, and this gives them the record to do it. If you're unsure whether yours can, ask us and we'll send the documentation so you can check.
Which track is right for your team? Don't guess.
Tell us about your team and we'll point you at the right starting place.