Why CAS Advisory Isn’t a Training Problem in Accounting Firms
A question from The Kick C@$ Community Roundtable sparked a deeper conversation about advisory within accounting firms that want to offer CAS.
In this episode, I break down why advisory struggles are rarely about training and more about alignment, communication, and capacity. I share hard-earned lessons from building real-time bookkeeping, insights from Greg Crabtree, and two practical ways to expand advisory without burning out your team.
If you’re thinking about scaling CAS advisory, this is the filter to start with.
