Build, Enhance & Grow a Client Advisory Practice with Full-Service Guidance
We provide solutions that help firms and individuals succeed in today's ever-changing CAS world. Our solutions are designed to make life easier, more efficient, more productive and rapidly stand-up and transform CAS practices.
Headquartered in Denver, Colorado, we service clients across the United States and collaborate with off-shore firms. Our firm specializes in CAS and technology services from start-up to established practices.
We will not only expedite and enhance your CAS practice, but we’ll also help your team thrive in the CAS world. We bring extensive experience to the industry and customize our services and support to your individual needs and concerns.
Contact Us
Christine Triantos ctriantos@infinite-advisors.com (303) 667-5269Michelle Welch mwelch@infinite-advisors.com (303) 882-5285Service Offerings
CAS - Best Practices
We provide a comprehensive suite of CAS consulting services. We also provide tangible tools, templates and documents to expedite and/or enhance CAS practices.
Proposals & Pricing
We provide insight into how to assess prospects and clients, accompanied with a pricing matrix to optimize profit margins.
Tech Stack & Client Deliverable
Our tried and true tech stack encompasses the necessary tools to enhance client service offerings, increase capacity and assist in mitigating risk. We provide training and on-going support.
Staffing & Training
We provide a staffing matrix that works best for CAS but also can meet your team where they are and provide up-skilling training.
“Chase the vision, not the money, the money will end up following you.”
– Tony Hsieh