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Hitendra Patil

Hitendra R. Patil is one of the profession's leading authorities on client accounting and advisory services (CAS / CAAS), accounting technology, and accounting practice/firm success. He is the best-selling author of “The Definitive Success Guide to Client Accounting Services (CAS).” Accountants in 14 countries across five continents have bought this book. His latest book, “Rise of The AiCCOUNTANTS™: The What, Why, and How of Artificial Intelligence (AI) for Accountants,” is now available. Patil has been named by Accounting Today as one of the Top 100 Most Influential People in Accounting. He has also been among the Top 10 Accounting Influencers to Follow on Social Media and the Top 100 Accounting Social Media Leaderboard. Hitendra is a regularly published author in many leading publications in the United States accounting profession. In addition, he frequently provides fresh thought leadership and actionable insights to the accounting profession about CAS/CAAS, practice growth, entrepreneurship in accounting, and emerging technologies such as artificial intelligence, machine learning, blockchain, and cybersecurity. Patil provides accountants with consulting services to become more successful, especially for CAS/CAAS practice creation, growth, and maturity, by leveraging his comprehensive experience and expertise in serving the accounting profession. For over 20 years, he has worked exclusively for the accounting industry, leading several functions, including accounting, payroll, tax, and advisory services business, and with a technology solutions provider that created software exclusively for professional accountants.

When CAS Stops Delivering What You Built It To Deliver

May 1, 2026

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4 min read

When CAS Stops Delivering What You Built It To Deliver

Hitendra Patil
Hitendra Patil
How bad was the tax season, really?

Apr 29, 2026

•

1 min read

How bad was the tax season, really?

The profession never measures what tax season does to people doing the work. That ends now.

Hitendra Patil
Hitendra Patil

Client Accounting Services (CAS)

+1

True AdvisorTM: The New CAS Playbook

Apr 28, 2026

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1 min read

True AdvisorTM: The New CAS Playbook

Step-by-step operating guide for building, pricing, and scaling advisory services that clients value—and pay for.

Hitendra Patil
Hitendra Patil
One Sentence That Changed Everything I Knew About Advisory-CAS Value

Mar 2, 2026

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8 min read

One Sentence That Changed Everything I Knew About Advisory-CAS Value

Hitendra Patil
Hitendra Patil
Will The CPA Offshore Outsourcing Model Survive the Agentic-AI Threat?

Aug 22, 2025

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8 min read

Will The CPA Offshore Outsourcing Model Survive the Agentic-AI Threat?

Hitendra Patil
Hitendra Patil
Patil's CASwaysTM - #03: Advisory is Not a Service. It’s a Standpoint.

Jul 15, 2025

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5 min read

Patil's CASwaysTM - #03: Advisory is Not a Service. It’s a Standpoint.

Change how you show up, not just what you sell.

Hitendra Patil
Hitendra Patil
Patil's CASwaysTM - #02: The 3-Lens Model for CAS Conversations

Jul 1, 2025

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6 min read

Patil's CASwaysTM - #02: The 3-Lens Model for CAS Conversations

Why Your Client Conversations Feel Flat and How 3 Simple Lenses Can Change Everything

Hitendra Patil
Hitendra Patil
Patil's CASwaysTM - #01: From Insights to Impact

Jun 18, 2025

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4 min read

Patil's CASwaysTM - #01: From Insights to Impact

Shift your firm's focus from tasks, reports, and insights to outcomes and value.

Hitendra Patil
Hitendra Patil
Introducing "Patil's CASways": Your Guide to Elevating CAS from Service to Strategic Advisory

Jun 2, 2025

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6 min read

Introducing "Patil's CASways": Your Guide to Elevating CAS from Service to Strategic Advisory

Patil’s CASwaysTM is a brand-new guidance series designed specifically to guide CAS leaders like you, who are ready to evolve, grow, and lead their firms into the future of advisory services, on the journey from a service provider to a TRUE ADVISOR®.

Hitendra Patil
Hitendra Patil
The Hidden Impact of Tax Season Burnout(And How to Fix It)

Mar 19, 2025

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6 min read

The Hidden Impact of Tax Season Burnout(And How to Fix It)

Hitendra Patil
Hitendra Patil
The One Advisory Strategy AI and Automation Will Never Replace

Mar 3, 2025

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8 min read

The One Advisory Strategy AI and Automation Will Never Replace

Hitendra Patil
Hitendra Patil
Accountants: Can AI ERODE Your Tax Expertise?

Feb 19, 2025

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8 min read

Accountants: Can AI ERODE Your Tax Expertise?

With great tools comes great responsibility

Hitendra Patil
Hitendra Patil
The One Thing Top Tax Pros Are Doing Differently (And Why You Should Too)

Feb 10, 2025

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7 min read

The One Thing Top Tax Pros Are Doing Differently (And Why You Should Too)

As a tax pro, you don’t have to waste time in a database.

Hitendra Patil
Hitendra Patil
Will Your Accounting Job be Extinct by 2030?

Jan 14, 2025

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2 min read

Will Your Accounting Job be Extinct by 2030?

Or - Will it be Distinct? World Economic Forum Future of Jobs 2020 Report says THIS.

Hitendra Patil
Hitendra Patil
Accountants: Let The Rebellion Begin in 2025!

Jan 7, 2025

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6 min read

Accountants: Let The Rebellion Begin in 2025!

We need to ask the same questions differently—what, how, and why—to serve people better, not the purpose of solving their problems.

Hitendra Patil
Hitendra Patil
Don't Make 2025 Goals. Do This Instead.

Jan 3, 2025

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2 min read

Don't Make 2025 Goals. Do This Instead.

Don't obsess over big, shiny end results.

Hitendra Patil
Hitendra Patil

Tax Season

Tax Season Memo from Staff to Managing Partner

Dec 3, 2024

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5 min read

Tax Season Memo from Staff to Managing Partner

What if your staff didn’t write this email?

Hitendra Patil
Hitendra Patil

Client Accounting Services (CAS)

+1

The Hidden Crisis Facing CPAs Today

Nov 22, 2024

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1 min read

The Hidden Crisis Facing CPAs Today

Why Your Expertise Alone Isn’t Enough

Hitendra Patil
Hitendra Patil

Client Accounting Services (CAS)

Accountants from 17 Countries Cannot be Wrong

Nov 13, 2024

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3 min read

Accountants from 17 Countries Cannot be Wrong

Building a high-impact CAS practice shouldn't be a trial-and-error experiment.

Hitendra Patil
Hitendra Patil
Why Accounting Firms Can’t Keep Talent and How to Fix It?

Aug 28, 2024

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2 min read

Why Accounting Firms Can’t Keep Talent and How to Fix It?

NEW eBook provides remedies to various issues that have made talent attraction and retention a struggle for accounting firms.

Hitendra Patil
Hitendra Patil
Quiz: How is Your Firm Adapting to Capacity Challenges?

Aug 1, 2024

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3 min read

Quiz: How is Your Firm Adapting to Capacity Challenges?

Accounting firms are able to charge higher fees if they can overcome capacity challenges.

Hitendra Patil
Hitendra Patil
Accountants: Do these challenges sound familiar?

Jul 15, 2024

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2 min read

Accountants: Do these challenges sound familiar?

Let staffing challenges not limit your potential.

Hitendra Patil
Hitendra Patil
What the Heck is a Meta-Consultant, and Why Should Accountants Care?

Jul 1, 2024

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4 min read

What the Heck is a Meta-Consultant, and Why Should Accountants Care?

TL;DR: No. This has nothing to do with Meta (Facebook)

Hitendra Patil
Hitendra Patil
How to Grow an Accounting Firm Despite the Staffing Shortage

Jun 17, 2024

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4 min read

How to Grow an Accounting Firm Despite the Staffing Shortage

Even if a staffing shortage is hobbling most firms, yours need not be one of them.

Hitendra Patil
Hitendra Patil
How to Create Your Firm's Global Team in Just Two Weeks

May 1, 2024

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3 min read

How to Create Your Firm's Global Team in Just Two Weeks

TL;DR | Insider Truths Included in a practical guidebook exclusively for CPAs/accountants.

Hitendra Patil
Hitendra Patil
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© 2026 THE CAS NEWSLETTER. Copyright ©2023 Hitendra R. Patil. All rights reserved. Published by Hitendra R. Patil, an imprint of Accountaneur, LLC, New York, NY, USA, which is the sole owner of exclusive rights of the work in all media and forms and the authorized agent of the author in all matters pertaining to the work. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without prior written permission of the publisher. Such requests should be sent to [email protected] Disclaimer: The information, data, and opinions contained herein do not constitute investment, legal, or tax advice. The authors are not attorneys and are not engaged in rendering professional service or advice. Please consult your professionals for advice in specific situations. The authors may not be held liable in any way for any interpretation or use of the information in this publication..
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