BONUS: Discover the Modern CAS Practice: A Scalable, AI-Ready Advisory Offering in 2026

Join us on this bonus episode where Matt talked to Jessie Gu, Business Development Manager for Sage Intacct Advisory, about how firms can package and price client advisory services, build the right tech stack to scale, and put AI to real use in CAS delivery. Matt draws on 20 years running TydeCo to explain why verticalization and industry specialization (think nonprofit, healthcare, and financial services) separate firms that turn CAS into real recurring revenue from those still stuck doing transactional work. They also dig into Sage's AI close and financial agents and how firms can practically deploy AI without losing the human judgment behind it.

(00:00) - Welcome and Agenda

(01:12) - Meet Matt and TydeCo Story

(03:59) - What Sets SIA Apart

(05:21) - Packaging CAS for Value

(09:24) - Vertical Niches and Fit

(11:59) - Client Readiness Signals

(19:31) - Nonprofit Success Story

(22:27) - Pricing Models and Value

(30:11) - Why Sage Intacct Works

(33:56) - Program Benefits and Enablement

(38:14) - Dashboards and Reporting Layers