The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Content provided by Canopy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Canopy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Similar to Practice Success Podcast
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Each weekday, Marketplace’s Kimberly Adams makes today make sense along with her Marketplace colleagues, breaking down happenings in tech, the economy, and culture. Because none of us is as smart as all of us.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Infinite Ties: Built for the Firms Ready to Lead and Redefine CAS
Manage episode 512268217 series 3644388
Content provided by Canopy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Canopy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Send us your thoughts or what you want to hear more about!
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/
Chapters
1. Welcome and intros (00:00:00)
2. Early adopters, failures, and a sharing-first CAS community (00:02:30)
3. Defining your ICP beyond the niche (00:07:45)
4. Saying no and protecting recurring revenue (00:09:50)
5. Team structure that scales advisory (00:11:40)
6. Why CAS should own the books to advise well (00:19:30)
7. Pricing and the shift from hourly to fixed fee (00:21:30)
8. AI’s two buckets and what really matters for clients (00:22:50)
9. Where to start with AI without the overwhelm (00:30:30)
10. Parting advice and what’s next for CAS (00:33:45)
44 episodes
Share
Manage episode 512268217 series 3644388
Content provided by Canopy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Canopy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Send us your thoughts or what you want to hear more about!
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/
Chapters
1. Welcome and intros (00:00:00)
2. Early adopters, failures, and a sharing-first CAS community (00:02:30)
3. Defining your ICP beyond the niche (00:07:45)
4. Saying no and protecting recurring revenue (00:09:50)
5. Team structure that scales advisory (00:11:40)
6. Why CAS should own the books to advise well (00:19:30)
7. Pricing and the shift from hourly to fixed fee (00:21:30)
8. AI’s two buckets and what really matters for clients (00:22:50)
9. Where to start with AI without the overwhelm (00:30:30)
10. Parting advice and what’s next for CAS (00:33:45)
44 episodes
All episodes
×
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Similar to Practice Success Podcast
The official podcast of Rampver Financials. Delivering the best talks, advice, and recommendations about personal finance, investing, entrepreneurship, and success. Subscribe and never miss an episode!
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Knowledge at Wharton Network Acast feed serves as a curated showcase highlighting the best content from our podcast collection. Each week, we feature one standout episode from each show in the Wharton Podcast Network, giving listeners a comprehensive sample of our diverse business and academic content. This rotating selection allows audiences to discover new shows within our network while experiencing the depth and variety of Wharton's thought leadership across different topics and forma ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Each weekday, Marketplace’s Kimberly Adams makes today make sense along with her Marketplace colleagues, breaking down happenings in tech, the economy, and culture. Because none of us is as smart as all of us.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. Hosts Femi Oke and Lizzie O’Leary talk to industry innovators, tech trailblazers and visionary leaders from around the globe about timely topics: from the climate transition to AI and data; and from the future of food to how we build, move and power the world.
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
