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

If you are leading a Client Accounting/Advisory Services (CAS) practice, you know the game is changing faster than you can blink.

As a CPA/Accountant, you are no stranger to change. Yet, CAS leaders face a unique challenge: moving beyond the traditional perception of an accountant to become true strategic advisors.

This is no small shift.

It requires new mindsets (yours as well as clients’), fresh frameworks, and practical habits that transform how you engage with clients and how clients perceive your value.

This shift to true strategic advisory is no longer optional. It’s essential.

That’s why I’m excited to launch Patil’s CASways™, 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®.

Why Patil’s CASways™?

The name "Patil’s CASways™" is inspired by my own journey and last name, but it represents something bigger.

It is about elevated and accelerated CAS paths, with clear and actionable routes that CAS leaders can take to move from routine accounting work to delivering impactful advisory outcomes.

Too often, CAS practices become stuck measuring success by the number of services provided, reports produced, or even advice delivered (whether clients acted on it or not). While these are important, they don't fully capture the value you create.

Clients stay loyal not because of what you do (e.g., how fast you close their books) but because of what happens because of your work. E.g.:

• Smarter business decisions

• Reduced financial risks

• Increased momentum and growth

Patil’s CASways™ is here to help you make that transition tangible and repeatable.

What is Patil’s CASways™?

Over the coming weeks and months, I will be publishing a series of articles, each focusing on a key aspect of evolving your CAS practice.

These won't be generic tips. Each piece will deliver clear, actionable strategies rooted in real-world experience with CAS leaders and firms.

Here's a snapshot of the first five articles launching the series:

#01 From Insights to Impact:

Why shifting your focus from delivering insights to client outcomes is the foundation of modern CAS. (There are software solutions – not the traditional accounting software - that help firms start with client outcomes and track the progress. More on that later… but if you like, I can share the details. Just contact me.)

#02 The 3-Lens Model for CAS Conversations:

How to structure client discussions using three key lenses to deliver deeper advisory.

#03 Advisory is Not a Service - It's a Standpoint:

Why adopting the right mindset changes everything in how you show up and deliver value.

 #04 Packaging for Perception:

How to bundle your services into clear, outcome-driven packages (not the traditional three tiers) that clients understand and want to buy.

#05 The Weekly Win Review:

A simple yet powerful habit for coaching your team, driving continuous improvement, and building momentum.

 And many more.....

Each article will be concise, practical, and easy to implement, with a focus on shifting your practice's mindset and behavior for sustained growth.

Who is This For?

Patil’s CASways™ is crafted for CAS leaders who:

• Want to transition from traditional accounting and compliance to higher-value advisory.

• Seek frameworks that help structure client conversations to facilitate deeper insights and better decision-making.

• Need practical habits and tools to build stronger teams and scalable CAS practices.

• Are ready to position themselves as TRUE ADVISORS® who deliver clear, measurable impact (not just advice).

Whether you lead a small CAS team or manage a larger practice, this series will provide value.

How to Engage and Get the Most from Patil’s CASways™

To make this series as practical and interactive as possible, I encourage you to:

• Follow and Connect: Follow my LinkedIn profile to get each article as it's published, along with supplemental posts and insights.

• Comment and Share: Engage with the content by sharing your thoughts, questions, and experiences. Your perspective helps shape the conversation.

• Request Topics: If there's a CAS challenge or topic you would like covered, please let me know! Patil’s CASways™ is for you, so I want to tailor it to your needs.

• Join the Conversation: Use the hashtag #Patil’sCASways when posting about the series or related CAS topics. Let's build a community of forward-thinking CAS leaders.

• Need help to elevate your CAS? Contact me directly: If you have a CAS challenge or initiative that requires expert guidance/assistance, please reach out to me directly via email or LinkedIn direct message.

What Makes Patil’s CASways™ Different?

Numerous articles and webinars are available on advisory services. But Patil’s CASways™ focuses specifically on CAS practices, not just as an add-on but as the heart of value creation and delivery.

This series is grounded in:

• Real CAS practice challenges: no jargon, no fluff.

• Actionable frameworks: that you can apply immediately.

• Mindset shifts: that empower you to lead change confidently.

• Scalable habits: to build stronger CAS teams and grow sustainably

A Personal Invitation

I know how rewarding and challenging it can be to lead a CAS practice through change. I have seen firms struggle to break free from the "service provider" mold and then flourish once they embrace “impact-delivering advisory” as their core identity.

Through Patil’s CASways™, I want to share everything I have learned from working alongside CAS leaders who have successfully made that leap. As the author of the research-backed, only CAS book on the market (bought by accountants from 18 countries across five continents), I have insights on what works and doesn’t when it comes to CAS. To jumpstart your CAS success, if you’d like to get your copy of the CAS book at a special 25% discount, click here. Use coupon code hp25p to secure your discounted price.

I invite you to join me on this journey. Let's walk these CASways together and unlock the full potential of your CAS practice.

Watch for the first article dropping soon on LinkedIn. To get notified, follow me and click here to subscribe to Patil’s CASways™ for instant updates.

Welcome to Patil’s CASways™ - your guide to advisory leadership for the modern CAS practice!