In episode 21 of 2 CPAs & The Mic, we sit down with John Bundren, Director of Client Advisory Services (CAS) at CCK Strategies, to explore the evolution of accounting into a forward-thinking advisory model known as CAS 2.0. John shares how CAS has moved beyond traditional bookkeeping to become a strategic partnership that empowers business leaders to make smarter financial decisions.
John breaks down the four-phase lifecycle of a (CAS) engagement—Discovery, Onboarding, Recurring Advisory, and Review—and explains how each phase builds value through structured communication and a deep understanding of the client's goals. He also highlights why strong relational skills are becoming increasingly vital in a tech-driven future, and why outsourcing CAS can be a more cost-effective and expertise-rich alternative to hiring in-house financial leadership.
Whether you're a business owner wondering if your accountant is truly advising you, or a finance professional looking to elevate your practice, this episode offers a roadmap to the future of advisory services.
