Infinite Ties, a practitioner-built ecosystem for Client Advisory Services (CAS), has announced an expansion of its online experience. The information is designed to help accounting professionals build stronger CAS practices and develop the people delivering them.
The expanded Infinite Ties experience introduces three distinct CAS development tracks, new pathways tailored to different stages of the CAS journey, and a $49 individual membership option. These resources together make it easier for firms and practitioners to identify what they need based on where they are today.
The expansion reflects a principle that has shaped Infinite Ties from the beginning: CAS development is not one-size-fits-all.
“Infinite Ties was created around Christine Triantos and Michelle Welch’s real-world experience as early CAS practitioners who had to navigate the journey without a map,” said Deneen Dias, Co-Founder of Infinite Ties. “Unlike tax or audit, there wasn't an established playbook. We took those hard-earned lessons and built the practical training, frameworks, and tools that give firms a much clearer, faster path forward.”
Three Training Tracks. One CAS Development Journey
Infinite Ties' expanded curriculum features three training tracks, required to build strong CAS professionals and teams:
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Advisory-Ready Financials (Build the Technical Foundation): Accounting fundamentals taught through a CAS lens. Participants learn not only how the accounting works, but why it matters, how it affects business decisions, and what to recognize in order to deliver greater client value.
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CAS Engagement Leadership (Lead the Team and the Book of Engagements): Designed for managers and emerging leaders responsible for people, clients, and portfolio performance. This track addresses delegation, capacity, scope, profitability, client leadership, and the business decisions required to manage a successful book of CAS engagements.
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The Advisory Mindset (Develop the Human Side of Advisory): A power-skills experience focused on communication, trust, influence, conflict, strategic questioning, and the relational skills that help technical professionals become trusted advisors.
Together, the self-paced tracks create a flexible development path from technical capability, to engagement leadership, to true advisory impact.
Start Where You Are. Build What Comes Next
The expanded online experience organizes resources around four primary user journeys, helping practitioners quickly locate the exact support they need:
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Established Practices Seeking Scale: Guidance and diagnostic tools to fix bottlenecks in profitability, capacity, and consistency.
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Tax Firms & Sole Practitioners Transitioning to CAS: Step-by-step support to build a recurring advisory line from the ground up.
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Bookkeepers Adding Advisory Services: Frameworks to expand transactional services into strategic advisory engagements.
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CAS Team Members & Emerging Leaders: Hands-on training to increase client and firm impact.
“We want someone to come to Infinite Ties and immediately see themselves,” said Christine Triantos, Co-Founder of Infinite Ties. “You shouldn't have to understand every CAS framework or already know what you need. Tell us where you are in your CAS journey, and we'll help you determine what comes next.”
Practitioner-Built Tools for CAS Implementation
The expanded online experience gives greater visibility to the FanCAS-Kit, Infinite Ties' six-phase implementation framework created from decades of real-world CAS experience. The FanCAS-Kit provides practical resources for firms looking to build, standardize, or strengthen areas including service offerings, pricing, staffing, technology, process, and practice growth.
New $49 Membership Opens Infinite Ties to Individual Practitioners
Beginning September 16, individual professionals can join Infinite Ties for $49 per month, providing a new entry point for bookkeepers, sole practitioners, and CAS professionals investing in their own development.
Infinite Ties will continue to offer its $99 monthly team membership for up to five users, allowing firms to bring CAS education and resources to multiple team members under one membership.
Watch for the new Growth and Profitability Engine launching October 1. The Growth and Profitability Engine diagnoses the client, defines the work, calculates pricing based on the firm's own costs and expected effort, and creates the documents needed to support the engagement. The tool turns client and prospect data into ready to use documents.
Della Copp Named Chief Marketing Officer
Infinite Ties also announced the appointment of Della Copp as Chief Marketing Officer, where she will lead brand strategy, audience development, communications, and go-to-market initiatives across the expanding Infinite Ties ecosystem.
“Infinite Ties is building something the profession needs - a practical environment that recognizes CAS as both a business model and a professional skill set,” said Copp. “Our opportunity is to make it easier for people to understand where they fit, what they need next, and how to get there.”
A Faster Path Forward for the CAS Community
“We were early CAS practitioners at a time when there wasn't much to follow,” said Triantos. “We made mistakes, learned what worked, and built the resources we wished we'd had. Infinite Ties is about giving the next generation of CAS professionals and firms a much faster path forward.”
Disclosures:
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Infinite Ties is a practitioner-built ecosystem created specifically for Client Advisory Services (CAS) professionals and accounting firms. Founded by early CAS practitioners who spent decades building, leading, and scaling CAS practices, Infinite Ties turns real-world experience into practical training, proven frameworks, implementation tools, and professional development. From firms launching CAS to mature practices looking to standardize, scale, and move further into advisory, Infinite Ties helps accounting professionals build stronger skills, stronger teams, and more profitable CAS practices.
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