The Unique CPA Elevating CAS: Tech, Pricing and Growth
Jun 17, 2025
Christine Triantos, a seasoned trailblazer in Client Accounting Services with over 30 years of experience, shares her expertise in evolving CAS from traditional bookkeeping to proactive consulting. She emphasizes the vital role of technology in enhancing service delivery and discusses innovative pricing strategies, including the shift towards fixed fees. Christine also highlights the importance of effective communication with clients and maintaining work-life balance, alongside personal anecdotes about the joy of community and outdoor activities.
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Define True CAS Services
- Define CAS as more than bookkeeping; it includes proactive guidance and daily client interaction.
- Use technology extensively to leverage efficiency and provide ongoing advisory support.
CAS Terminology and Scope Insight
- CAS terminology standardizes services distinct from audit and tax, helping clarify the profession's offerings.
- Staying in your expertise lane while knowing when to involve specialists is critical in CAS.
Separate CAS from Bookkeeping
- Don't confuse write-up or bookkeeping with CAS; consider them separate practices.
- Build your CAS model independently with clear staffing, pricing, and scoped services as if for sale.