Luke Templin

2024 CPA.com CAS Benchmark Insights: Part 1

How CAS growth, recurring revenue, strategic planning, and niching can shape your accounting firm’s future

The Bench Blunder: Lessons for Accounting Firms

Why Understanding Your Value—and Selling the Experience—Matters

Defining Your CAS Client Avatar

Who's the Right Fit for Your CAS Offering?

Finding Talent in Unexpected Places for Your CAS Team

Why Intuit’s New Offerings and Ads are Good News for Accounting Firms

How to Get Started with EOS

A step-by-step approach to implementing EOS to Grow CAS in your accounting firm.

Scaling CAS in an Accounting Firm: Why Technology Alone Won't Save You

Combining Backlog and Pipeline Reviews for Better Forecasting Services

Offering Outsourced Controller Services

A Scalable Opportunity for Accounting Firms

When to Part Ways

Navigating Client Disengagement in CAS