Luke Templin

The CAS Opportunity Hiding in Plain Sight

Help Entrepreneurs Apply "Money Models"

CAS Clarity in 5 with Kellie Parks

How I’m Restructuring CAS Proposals to Sell Advisory More Effectively

Why I’m rethinking pricing, proposals, and client incentives for CAS growth.

CAS Clarity in 5 with Chad Davis

From Free to Paid: How I’m Applying Hormozi’s $100M Models to CAS Sales

AI in Action: Practical Use Cases from My CAS Firm

AI is quietly reshaping Client Accounting and Advisory Services by clearing routine tasks and freeing firms to focus on strategy.

CPA.com 2025 AI in Accounting Report Insights for CAS

Is $1M the Right Goal for Your Accounting Firm?

How to Use Intuit’s 2025 Report to Strengthen Your CAS Offerings

Practical strategies for CAS advisors to improve client cash flow, tech adoption, and staffing decisions based on Intuit’s latest insights.

Why Some CAS Clients Pay More and Ask Less

Your mindset (and your client's) might be the biggest pricing lever in your fractional CFO and CAS work.