The Unique CPA Develop CAS from the Ground Up: Power Your Firm
Jun 24, 2025
Kane Polakoff, Client Advisory Services Practice Leader at CohnReznick, brings nearly 30 years of expertise in building CAS practices. He discusses the evolution of Client Advisory Services, emphasizing technology, global expansion, and the hiring of adaptable personnel. Kane passionately advocates for a supportive workplace culture and mental health awareness within accounting, stressing their critical role in practice success. The conversation highlights the collaborative nature of the profession, encouraging professionals to seek help and foster strong community ties.
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CAS as Integrated Service Model
- CAS integrates people, process, and technology to offer more than just accounting services.
- It evolves from historical accounting to real-time advisory supporting client decisions.
Build CAS by Verticals
- Build CAS practices by industry verticals for deeper client expertise.
- Match technology stacks specifically to vertical needs for better service.
Collaborate CAS with Tax
- Collaborate CAS and tax teams to streamline information flow and reduce tax preparation effort.
- This collaboration benefits clients and lowers tax service fees.
