Forget Buzzwords. Build a CAS Practice That Works. | It's Not Just the Numbers

The debut episode of It’s Not Just the Numbers reveals why half-built CAS divisions fail—and what to do instead.

It's Not Just the Numbers
With Penny Breslin and Damien Greathead

In the inaugural episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greathead deliver a candid, experience-driven conversation aimed at accounting and bookkeeping firm owners seeking to move beyond compliance work and grow successful Client Accounting and Advisory Services (CAS) practices.

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The duo, who have worked together for over two decades, including hosting one of the first CAS workshops in 2013, are well-known voices in the evolution of cloud-based accounting and outsourced advisory services. Their show—named after their 2019 book—digs into the practical, strategic, and often messy realities of transitioning to advisory work. And for Breslin and Greathead, the key message is clear: building a sustainable CAS practice starts with intentionality.