Episode Details

Don't be afraid to try new ideas or plans--or afraid to fail.

The Disruptors
With Liz Farr

Luke Templin believes that CAS – Client Advisory Services – will be the key to success as an accountant in the future. Not only is it an effective recruiting and retention tool for staff, but “it’s an attractive offering to clients,” he says. “If you were to talk to most entrepreneurs on what they want, most of them are going to want some sort of proactive advice on the numbers,” and not just the basics of bookkeeping and tax prep. 

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Over his career, Templin has built four different CAS offerings in other firms, including his own, A2 Advisors, which focuses on fractional CFO services. As Templin explains, the goal of CAS is “to get numbers as real-time as possible,” while a fractional CFO expands on bookkeeping, “helping the client solve problems with as real-time numbers as we can possibly get.”