The DNA of Advisory-CAS

Help your clients navigate with purpose.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

I have witnessed it repeatedly: advisors who know the numbers inside and out but still struggle to provide genuine value.

Why?

MORE by Hitendra Patil: The DNA of Advisory-CAS | Advisory Is Not Consulting | What Exactly Is Client Advisory Services? | Review Your CAS Offerings | CAS Prospects Want Proof? You’ve Got That | What AI CEO’s Warning Means (and Doesn’t) for Accountants | Ditch the Sales Pitch | How to Get CAS Clients to Blow Your Horn | Four Questions for Choosing CAS Clients | What Is Your Firm’s Marketable Value? | Seven Tips for CAS Marketing | Twelve Things That Kill Your CAS Profits
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Numbers are merely data until you add context, strategy and foresight; this is where real advisory work begins.

Posted on August 29, 2025

Hitendra Patil

About the Author

Hitendra Patil is one of the profession's leading authorities on accounting technology, accounting firm innovation, and client accounting and advisory services (CAS and CAAS).

He is among the Top 100 Most Influential People in Accounting, the Top 10 Accounting Influencers to Follow on Social Media, and the Top 100 Accounting Social Media Leaderboard.

Patil is the best-selling author of

True Advisor®
Definitive Success Guide for Client Advisory Services
Step-by-step operating guide for CPA firms building, pricing, and scaling advisory services that clients value—and pay for.

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The Definitive Success Guide to Client Accounting Services

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and
Accountaneur:
The Entrepreneurial Accountant

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He is the creator of the TRUE Advisor^® Framework, a step-by-step system designed to help accountants build, price, and scale advisory services that clients truly value.

Hitendra is the CEO of Accountaneur, LLC, a specialized consulting firm that advises CPA firms, fintech companies serving accountants, and outsourcing providers on growth, advisory positioning, and technology integration. With over two decades dedicated exclusively to the accounting profession, his leadership has spanned accounting, tax, payroll, SaaS, AI, and offshore delivery models.

A best-selling author, his previous works, “The Definitive Success Guide to Client Accounting Services (CAS)” and “Accountaneur^®: The Entrepreneurial Accountant,” have reached professionals in over 18 countries. He is recognized as one of the Top 100 Most Influential People in Accounting, Top 10 Accounting Influencers to Follow on social media, and among the Top 100 Accounting Thought Leaders.

Hitendra is a sought-after speaker, featured contributor to leading accounting media, and a trusted advisor to firm leaders navigating the shift from compliance to high-impact advisory. His work is known for blending clear strategy with practical action and always putting accountants at the center of value creation.

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