The CAS Playbook

Systems, Structure and Clarity for Client Advisory Success

A practical workshop series for firm owners ready to build a scalable, profitable CAS practice.

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Hosted by CPA Trendlines
Presented by Penny Breslin & Damien Greathead

Overview

Move beyond theory and start building the Client Accounting Services (CAS) practice you actually want to lead. Drawing on the framework from It’s Not Just the Numbers and decades of real-world experience, this 6-part, hands-on workshop series walks youstep-by-step through creating a vision, building the team, and developing a scalable infrastructure. You’ll walk away with not only the blueprint, but also the clarity needed for true advisory success.

Each 50-minute online session combines practical exercises, worksheets, and live discussion so you can apply what you learn immediately. You’ll finish with a clear vision, defined service model, and the repeatable processes that make your CAS business unit run smoothly.

Who Should Attend

  • Firm owners, partners, and CAS division leaders seeking to design or refine their CAS offering,
  • Accounting professionals responsible for scaling operational delivery or onboarding new CAS clients,
  • Team members who want to understand the “big picture” of how CAS fits into the firm’s overall strategy

Whether you’re just launching CAS or optimizing an existing model, you’ll gain practical frameworks, tested templates, and actionable steps to strengthen your foundation.

Series Learning Objectives

By participating in this six-part series, attendees will:

  • 1. Gain clarity on the vision, purpose, and direction of their CAS offering.
  • 2. Define and document the specific services and deliverables that make up their CAS model.
  • 3. Understand how to structure and resource their team for consistent, high-quality work.
  • 4. Identify ideal clients and manage or transition those who don’t fit.
  • 5. Evaluate and integrate technology that supports efficiency, visibility, and scalability.
  • 6. Build the foundation of a repeatable operating system that enables long-term growth.

Clarify your direction before diving into delivery.

Learning Objectives:
  • Distinguish between what you do today and what you want to do tomorrow.
  • Identify services that should be outsourced or partnered.
  • Draft a clear vision statement for your CAS practice.

Avoid scope creep and build clarity around your advisory role.

Learning Objectives:
  • Define your advisory role using the BOS Service Quadrants.
  • Distinguish between core CAS services and add-ons.
  • Create a structured list of deliverables and outcomes.

Design a team structure that supports scalable growth.

Learning Objectives:
  • Identify the key roles required in a CAS practice.
  • Learn best practices for recruiting, onboarding, and managing CAS talent.
  • Leverage partnerships to fill capability gaps.

Build a client base aligned with your firm’s vision and capacity.

Learning Objectives:
  • Define your ideal CAS client profile.
  • Use a client-assessment framework to evaluate existing relationships.
  • Develop transition strategies for non-ideal clients.

Select technology that truly supports growth.

Learning Objectives:
  • Apply the “Little Black Dress” concept for CAS technology.
  • Map your firm’s tech ecosystem visually.
  • Design a frictionless client-tech experience.

Turn best practices into consistent performance.

Learning Objectives:
  • Understand guiding principles for effective SOPs.
  • Document a complete client-intake process.
  • Build a plan and toolkit for keeping procedures current.

Event Details

Everything you need to know before joining the CAS Playbook Workshop.

  • Format: 6 × 1-hour live online workshops
  • Schedule: Wednesday, Nov 5 – Wednesday Dec 17 (weekly, except Nov 26)*
  • Time: 10 AM PST
  • Price: $249 per person
  • Early Bird Price: $149 when you register by October 31
  • Includes: Downloadable worksheets, templates, and post-session replay access
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*Don’t worry if you can’t make a session — they’ll be recorded and available on demand.

Meet the Presenters

Learn from experts who have spent decades building scalable, tech-enabled CAS practices.

Penny Breslin

Penny Breslin

Co-author of It’s Not Just the Numbers

A pioneer in CAS delivery and co-author of It’s Not Just the Numbers, Penny has spent more than two decades helping firms build scalable, tech-enabled client accounting services models. Her experience spans operations, staffing, and system design for firms across the U.S.

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Damien Greathead

Damien Greathead

CAS Practice Expert

Damien Greathead is a recognized expert in helping accounting firm owners design, systemize, and scale their Client Accounting Services operations. With extensive experience across the accounting-technology ecosystem, he brings practical insights into building repeatable systems that drive profitability and client satisfaction.

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Why This Series Matters

The accounting profession is evolving fast, and Client Accounting Services sit at the center of that transformation. The CAS Playbook equips you with the tools and clarity to design your practice intentionally—so you can deliver more value to clients, lead with confidence, and build a business that scales sustainably.

Ready to Design Your CAS Practice for Success?

Join the movement toward structured, scalable, high-impact CAS. Reserve your spot now — limited seats available for this live workshop series.

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Sponsors

This program is made possible through the support of forward-thinking technology and service partners committed to advancing CAS excellence.

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