In the latest episode of Smart Outsourcing Talks, Maanoj Shah sits down with Mary Ardath of Whitman Advisory to unpack what it really takes to build a profitable, repeatable, and scalable CAS practice.
From defining the right client profile and packaging services to pricing, go-to-market strategy, staffing, and scaling, the conversation covers the key building blocks of a successful CAS practice.
As Mary puts it, “Clients don’t buy advisory services. They buy outcomes.” The discussion explores how firms can build the right structure, processes, people, and delivery model around those outcomes—without creating more operational pressure as they grow.
For accounting firms looking to turn CAS into a sustainable growth engine, this episode offers practical insights on building CAS with intention and creating a model designed for sustainable growth.
🎥 Watch the full conversation for more insights and practical takeaways.
