The CAS Cache

Luke Templin

Want to grow your firm’s Client Accounting and Advisory Services (CAS)? The CAS Cache unpacks what works (and what doesn’t) in CAS based on real-world experiences. Tune in for expert insights, success and failure stories, and strategies to help your accounting firm build a stronger CAS offering.

Выпуски

  1. 24 мар.

    AI in CAS: Why Advisory Still Beats Automation

    AI is getting better at bookkeeping, but that is not where the real opportunity in CAS lives. In this episode, we break down the gap between what AI can do and what actually happens inside client businesses. From the “AI monkey problem” to the limits of automation, we explain why inputs, not technology, are still the biggest constraint. We also cover why AI struggles with advisory and how firms should think about using AI in CAS to increase value, not just efficiency.

  2. 08.09.2025

    How I’m Applying Hormozi’s Models to CAS Sales

    I stopped offering free reviews and applied Hormozi’s $100M models to my CAS sales process. Here’s how it’s changing my firm.

    2 мин.
  • Выпусков: 2

Об этом подкасте

Want to grow your firm’s Client Accounting and Advisory Services (CAS)? The CAS Cache unpacks what works (and what doesn’t) in CAS based on real-world experiences. Tune in for expert insights, success and failure stories, and strategies to help your accounting firm build a stronger CAS offering.

Информация

  • Автор
    Luke Templin
  • Годы выхода
    2025 - 2026
  • Выпуски
    2
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2026 The CAS Cache
  • Сайт подкаста
    The CAS Cache