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As accounting evolves, Client Advisory Services (CAS) continue to gain traction—not just as an add-on, but as a central service line. In our most recent Ask the CAS Expert session, we welcomed Adam Lean, co-founder of The CFO Project, who explained exactly what a CFO advisor does—and how any financial professional can start offering these high-value services. He also broke down why CFO advisory services are a game-changer for firms looking to scale their impact, income, and efficiency.
If you missed the session, we highly recommend watching the full recording—there’s much more covered than what we’ve recapped here. But for a quick breakdown of the most valuable insights, keep reading.
If you're considering launching or expanding your advisory services, Adam’s advice is simple: start with your existing client base. Identify businesses doing at least $500K in annual revenue and whose owners are more technicians than strategists.
They don’t just need your help—they’ll welcome it.
There’s much more insight packed into the full recording—from how to overcome pricing objections to tips on managing advisory capacity. Whether you’re just getting started or looking to refine your CAS model, this session delivers actionable strategies you can put to work right away.