Infinite Ties Expands Online CAS Curriculum, Adds Membership Tier and New Tools

# What changed Infinite Ties expanded its online CAS (Client Advisory Services) experience to give accounting professionals clearer, stage-specific development paths. The expansion reorganizes content into three training tracks, maps those tracks to four common user journeys, and adds membership options and practice tools aimed at implementation.

# The three training tracks

• Advisory-Ready Financials (technical foundation): Teaches accounting fundamentals through a CAS lens. The focus is on how accounting affects decisions and what to recognize to deliver more value to clients.
• CAS Engagement Leadership (manage people and portfolios): For managers and emerging leaders who oversee people, clients, and portfolio performance. Topics include delegation, capacity, scope, profitability, client leadership, and business decisions required to run a CAS book.
• Mindset (human side of advisory): Focuses on communication, trust, influence, conflict, strategic questioning, and the relational skills that help technical professionals become trusted advisors.

# Start where you are: four user journeys The site organizes resources around four primary practitioner journeys so users can quickly find what they need:

• Established practices seeking to scale: guidance and diagnostics for profitability, capacity, and consistency bottlenecks.
• Tax firms and sole practitioners transitioning to CAS: step-by-step support to build a recurring advisory offering.

• CAS team members and emerging leaders: hands-on training to increase client and firm impact.

Co-Founder Christine Triantos summarized the approach: "Tell us where you are in your CAS journey, and we'll help you determine what comes next."

# Tools for implementation

A new Growth and Profitability Engine is scheduled to launch October 1. The tool is described as a diagnostic and document generator: it diagnoses the client, defines the work, calculates pricing based on a firm's costs and expected effort, and creates the documents needed to support the engagement.

# Membership and access Infinite Ties introduced a lower-cost individual membership: $49 per month for individual practitioners, bookkeepers, and sole practitioners investing in their development. Existing team membership remains available at $99 per month for up to five users, allowing firms to enroll multiple team members under one plan.

# Leadership announcement and positioning Della Copp was appointed Chief Marketing Officer to lead brand strategy, audience development, communications, and go-to-market efforts across the expanded ecosystem.

# What this means for firms and practitioners Firms can use the tracks and FanCAS-Kit to standardize how they build and price advisory work, while smaller practitioners have a lower-cost entry point for individual development. The Growth and Profitability Engine promises to convert client and prospect data into ready-to-use documents, which could streamline proposal and pricing workflows once available.