Profile PictureLuke Templin

Hi, I am Luke Templin. I have built three Client Accounting & Advisery (CAAS) service offerings within CPA firms ranging from a single-office local firm to a top-100 regional firm. I also built my own Fractional CFO firm from starch. These offerings have allowed me to create over six figures in recurring revenue and the freedom to pursue my passions. I am now guiding others to build similar service offerings, so they can pursue what they love.

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Client Accounting & Advisory Service Teaser

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CAS Assessment Mini-Course

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$150

How to Find and Sell to Advisory Clients in Your Accounting Firm

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How to Price Advisory Clients in Your Accounting Firm

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How to Start Offering Advisory Services in Your Accounting Firm

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How to Start Offering Advisory Services in Your Accounting Firm Bundle

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$475