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Why Timely Financials Are Table Stakes, Not the Destination, for CAS

With Michelle Voyer, Director of Client Advisory Services at CohnReznick Advisory

Most CAS firms exert everything they have just to deliver the monthly package. That's the problem.

In this episode of Canopy Practice Success, Michelle Voyer, CPA, MBA, and Director of Client Advisory Services at CohnReznick Advisory, shares why the race to produce timely, accurate financials is where too many practices stop — and how AI and automation are finally making it possible to go further.

Michelle brings 17 years of building and scaling CAS across small firms, tech platforms, and national organizations. The conversation explores what it actually takes to move clients from basic financial reporting to real advisory relationships, how to build technology expertise without burning out your team, and why the right response to imposter syndrome is building the right network around you.

Whether you're leading a CAS team at a large firm or scaling one from scratch, this episode offers an honest, practical look at what's working, what's overhyped, and what's worth your attention right now.

What You'll Learn

• Why the desire to advise — not just the tools — is the true foundation of CAS
• How firms get stuck producing the monthly close instead of delivering advisory value
• Why AI and automation matter most for speeding up the close, not replacing the advisor
• How to build technology expertise by staying hands-on with demos and client implementations
• Why knowing the systems you didn't select is just as important as knowing the ones you did
• How to help your team embrace change instead of just endure it
• What it means to be a "shepherd" for clients when you don't have every answer
• Why you're probably not as far behind on AI as you think

Connect With Michelle

LinkedIn: https://www.linkedin.com/in/michellevoyer/

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