EPISODE · Dec 19, 2025 · 3 MIN
Why CAS Advisory Isn’t a Training Problem in Accounting Firms
from The CAS Cache · host Luke Templin
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.
What this episode covers
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.
NOW PLAYING
Why CAS Advisory Isn’t a Training Problem in Accounting Firms
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m