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In this episode of Canopy Practice Success, host KC Brothers welcomes two leaders who have been shaping Client Advisory Services for years: Deneen Dias and Christine Triantos, co-founders of Infinite Ties. From their early-adopter journeys to launching a new venture, Deneen and Christine share candid lessons on what works, what fails, and why vulnerability accelerates learning in the CAS community.
You’ll hear how top-performing firms structure dedicated CAS teams, keep advisory connected to clean data, and say no to the wrong clients to protect margins and morale. We dig into defining an ideal client profile that goes beyond industry niche, the reality of pricing monthly engagements, and practical ways to align with tax without derailing recurring revenue during busy season.
The trio also explores AI’s two buckets, automation in the GL stack versus advisory intelligence, and why technology should free accountants to do the human work that never goes out of style. If you’re feeling overwhelmed by AI, you’ll get a grounded take on where to start and when it is perfectly fine to wait for your core tools to bake it in.
What you’ll learn
- How to design CAS teams that own day to day, close the books accurately, and level up into trusted advisory
- Why a clear ICP drives better margins, healthier teams, and more focused advisory
- Pricing realities for CAS, including common monthly ranges and why hourly models hold you back
- How to separate CAS and tax workflows without losing knowledge transfer or client experience
- A practical lens on AI in accounting, what to pilot now, and what to expect from your existing stack
Who this episode is for
Firm leaders, CAS directors, and practitioners moving from compliance to advisory who want a confident, sustainable operating model.
Guests
- Deneen Dias https://www.linkedin.com/in/deneen-dias-643b711/
- Christine Triantos https://www.linkedin.com/in/christinetriantos/
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