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Client Advisory Services (CAS) has quickly become one of the most valuable offerings in accounting firms, providing regular, high-level support that helps businesses thrive. For firms looking to launch or improve their CAS practices, it’s important to understand the core elements that can make or break success. We recently hosted a session featuring Michelle Welch and Christine Triantos of Infinite Advisors, who shared their expertise in navigating the complexities of CAS. The full session recording is available for you to see for yourself—and you should definitely check it out; there’s a lot of good information we didn’t write up here. But to get a flavor of what our experts dove into, read on!
One of the final points of discussion was whether CAS should be run as a separate business from the rest of the firm. While some firms have chosen to separate their CAS operations to avoid complications with guidance such as SSARS, Michelle and Christine shared that this may not be necessary. Regardless of whether CAS is its own entity or part of a larger firm, the core principles of risk mitigation and clear engagement terms still apply. As always, it’s about striking the right balance between specialization and integration.
Building a successful CAS practice is no easy feat, but with the right strategies and tools, it can be incredibly rewarding. Michelle and Christine’s session provided actionable insights on client selection, service delivery, pricing, staffing, technology, and workflow management.
If you want to dive deeper into these topics and learn more about how to make your CAS practice more efficient and profitable, we encourage you to watch the full session recording.