Client Advisory Services
Build, Enhance & Grow a CAS practice you'd protect as your own
Christine and Michelle have built CAS practices together for over 15 years, protecting each one like their own and teaching others to do the same.
30-minute call. No deck required.
25+ yearsOf CAS and accounting industry experience per founder
2008Co-founded their first CAS practice together
CPA.comNational Client Advisory Workshop facilitators (7+ years)
Council membersAICPA / CPA.com, Intuit, BILL
Led by
Christine Triantos & Michelle Welch
Co-Founders. Building CAS practices together since 2008.
Meet the owners →Our story
How two founders turned one CAS practice into a playbook — and why they’re sharing it.