CAS Resources for Accounting Firms
Resources to grow your CAS offering in your accounting firm.
Automate your CAS offering with daily financial digest on autopilot
FinDaily keeps cash flow top 🎩 of mind 🧠 by automating key financial metrics between accounting firms and business owners for less than a cup of coffee☕ per day.
FinDaily’s white-labeled email update takes less than ten minutes to set up, enabling accounting firms to stay top of mind with their clients.
How to Start Offering Advisory Services in Your Accounting Firm Cohort
Guided learning sessions led by Luke Templin on creating an advisory offering in your accounting firm. This is based on his knowledge of creating three advisory service offerings for CPA firms and one for his firm.
The CAS Cache
A newsletter to grow your CAS offering in your accounting firm.
Mini-courses on CAS
Guided courses on growing your CAS offering in your accounting firm.
Forecasting in CAS
Templates from QuickBooks Connect Presentation on a simple start to forecasting.