Clients don't want reports — they want direction. That's why firms are moving into client advisory services (CAS), turning financial and operational data into smarter decisions and real growth plans.

Businesses want more from their accountants than a clean set of reports — they want a strategist. Client advisory services (CAS) is how firms are answering, combining financial and operational data to help clients decide smarter and grow faster.

CAS (Client Accounting Services) is when a CPA firm provides ongoing, outsourced accounting support to a business. Instead of handling finances in-house, companies rely on CPAs to handle tasks such as bookkeeping, payroll, bill pay, and financial reporting.

Beyond day-to-day accounting, CAS can also include higher-level guidance—such as budgeting, forecasting, and financial strategy—helping business owners better understand their numbers and make informed decisions.

In short, CAS turns CPAs into long-term partners who support a business's financial operations and growth, not just year-end tax or compliance work.

Denise Bethel

Senior Director of Business Development & Partnerships, CalCPA

Denise Bethel leads strategic growth, industry partnerships, and member engagement programs at CalCPA. She is the architect of CalCPA's Small Firm Practice Area and a driving force behind its CFO and CAS Advisory communities — collaborative spaces where practitioners, finance executives, and industry partners exchange ideas and find new paths to growth. Drawing on deep experience in business development and relationship building, Denise creates spaces where ideas become action and members leave with the relationships, insights, and strategies they need.

Derrol Moorhead

Business Development & Membership, COCPA

Derrol Moorhead works to create a world-class experience for every COCPA member and partner — every single day. He oversees the COCPA's business development and membership programs, partnering with members and colleagues on initiatives that deepen engagement and advance the Society's mission, including the Independent Accountants Alliance, the COCPA Coaching Collaborative, and the Preferred Partner program. A second-generation Coloradan and grandfather of three (soon to be four), Derrol spends his time off golfing, traveling, cooking, and meeting members for coffee.

Destiny Flood

Outsourced Accounting & Fractional CFO Practice, AAFCPAs

Destiny Flood leads the Commercial Division of AAFCPAs' growing Outsourced Accounting & Fractional CFO practice, managing a team of fractional CFOs, controllers, and transactional accountants who serve companies across industries nationwide. With more than a decade in regional and national public accounting, she pairs a CPA auditing and technical accounting background with proven leadership — advising clients on complex transactions, internal controls, M&A, capital raising, and revenue recognition. Destiny lives in the Greater Sacramento area, bakes sourdough from scratch, has completed two half marathons, and recently took up the "relaxing" sport of golf.

Howard Kang

Principal, Managed Services & Fund Administration, Baker Tilly

Howard Kang leads Baker Tilly's fund administration practice for the West Coast region, bringing more than 20 years of experience in fund accounting and real estate. He specializes in managing and onboarding fund accounting and investor reporting for closed-end and open-end discretionary funds, and supports quarterly reporting on nondiscretionary separate accounts for large institutional pension and sovereign investors. His expertise spans REIT compliance, NCREIF and INREV reporting standards, waterfall and incentive fee calculations, treasury operations, and internal controls. Howard is based in Southern California.

Julie Jones

Channel Marketing Manager, Paychex

Julie Jones leads strategic partnerships and business development within the accountant channel at Paychex, where she has built a 26-year career spanning finance and marketing since joining in 2000. Strategic, relationship-driven, and data-focused, she helps accounting professionals harness HR and workforce data to expand their CAS offerings — and is especially passionate about her partnerships with state CPA societies. A frequent speaker and event emcee, Julie delivers CPE-accredited sessions known for their energy and audience connection. She has chaired a board supporting people with developmental disabilities for over 10 years, and enjoys hiking, road biking, and fitness training.

K.C. Eames

Director of Client Accounting Services, Dark Horse CPAs

K.C. Eames leads CAS strategy, operations, and technology at Dark Horse CPAs, drawing on 15 years in accounting and a decade in CAS operations. She helps CPAs build scalable, advisory-driven service models — developing standardized workflows, defined service offerings, pricing strategies, and tech-enabled systems that let distributed teams deliver consistent, high-value client service. K.C.'s work is grounded in a simple belief: well-run operations, clear structure, and healthy boundaries let accountants spend less time in chaos and more time doing meaningful work and enjoying life as whole humans.

Madeline Reeves

Founder & CEO, Fearless Foundry Interest area: Community Committee

Madeline Reeves is the Founder & CEO of Fearless Foundry, a strategy and storytelling studio working at the intersection of technology, finance, and people. With more than a decade in business development at technology companies including Avalara, Intuit, and Fathom, she helps organizations build brands, marketing, and business development strategies that drive real growth — including the Advisory Amplified roadshow. Madeline also founded We Talk Money, the first network connecting women and non-binary financial professionals, hosts the Finding Fearless podcast, and is a frequent board leader passionate about advancing equity, community, and innovation.

Rafael Casas

Sr. Functional Consultant, Workday

Rafael Casas has spent nearly 20 years in finance and accounting consulting, building and implementing complex, business-critical applications for SMB and enterprise companies worldwide — with prior roles at QuickFee, Sage, Oracle NetSuite, and Hansen Technologies, and clients including DirecTV Latin America and Meta. A certified lead architect for NetSuite, Sage, Microsoft, and RPA/AI, he serves on the advisory board of the Wall Street Blockchain Alliance and with the Center for Accounting Transformation. Rafael is a frequent speaker at Digital CPA, CalCPA, BDO Alliance, Boomer Summit, and the Accounting & Finance Show.

Sean Jin

AI Software Developer, MiklosCPA

Sean Jin helps accounting firms modernize through automation and intelligent technology. At MiklosCPA, he develops AI-powered solutions that streamline client workflows, automate document processing, and improve operational efficiency. With a background in business economics and software engineering, Sean bridges the gap between technology and business strategy — with a particular interest in how AI can help CPA firms deliver greater client value while reducing administrative work. Through the CalCPA Advisory Group, he looks forward to sharing practical technology insights and helping firms build the future of advisory services.

Todd Cooper

Director, Channels, CPA.com

Todd Cooper oversees CPA.com's channel strategy, developing and expanding relationships across firm associations, industry alliances, state societies, and thought leaders to support shared awareness, engagement, and revenue goals. He joined CPA.com in 2022 after a 20+ year career bringing innovative technology solutions to market with some of the most recognized providers in accounting and finance, and is a frequent speaker on practice management, tax technology, and FinTech. Todd lives outside Houston, where he's active on youth sports boards and serves as an alumnus advisor to his alma mater's college of business.

Wesley Hartman

Founder, Automata Practice Development

Wesley Hartman is the founder of Automata Practice Development, a managed automation service provider building custom automations that eliminate accountants' pain points. Before launching Automata, he spent 15 years as Director of Technology at a 40-user public accounting firm, where he honed his strengths: weaving technology into existing firm processes and analyzing data patterns to streamline how information moves through systems. Wesley holds a bachelor's degree in computer engineering from Cal State Northridge, and hosts a Halloween haunted house for his community every year.