Celebrating Dietz Consulting: A Top 50 CAS Practice

In the welcoming community of Bryan, Texas, Deitz Consulting is making significant strides in the Client Advisory Services (CAS) arena. This spring, Dietz earned recognition as one of the Woodard Top 50 CAS Practices for 2025. Known for its innovative solutions and commitment to excellence, Deitz Consulting is a firm that is helping to set new standards in the industry.

Core values that drive success 

Deitz Consulting thrives on five core values: Excellence Is The Norm, No Surprises, Every Dollar Matters, Bookkeeping Is Not An Emergency, and Captain of Your Own Ship. These guiding principles ensure that both clients and team members experience trust, transparency, and empowerment in every interaction. 

A dedicated team with a passion for innovation 

With a team of seven full-time professionals, Deitz Consulting serves Texas-based small businesses with up to $25 million in annual revenue. Their core services include monthly bookkeeping, payroll, accounts payable and receivable, advisory services, and fractional CFO offerings. This dedicated team is committed to delivering consistent, high-quality service that empowers clients to achieve their goals. 

Transforming client success stories 

A notable success story involves a design-build firm struggling with cash flow and disorganized systems. Deitz Consulting stepped in to implement structured processes, transforming chaos into control. By standardizing workflows and establishing reliable timelines, they helped the client regain confidence, stability, and growth. This transformation highlights the firm’s dedication to empowering clients through strategic solutions. 

Recognized for excellence 

Deitz Consulting's achievements have been widely recognized. The firm was honored with the Bryan Rotary Top Ten Business Award in 2022, 2023, and 2025. Phyllis Deitz, the founder, has received accolades as a Top Ten American Businesswoman in 2024 and a Top 100 ProAdvisor in 2025. These honors reflect their unwavering dedication to client service and community involvement. 

Innovation and team support 

Innovation is at the heart of Deitz Consulting’s operations. By staying tech-forward and continually seeking better solutions, the firm enhances efficiency and simplifies processes for clients. This forward-looking approach keeps them at the cutting edge of the industry. 

Equally important is their service model. Each client is assigned a dedicated account manager, supported by a well-trained team that can step in at any time. This structure ensures uninterrupted service and consistent quality, even if the primary account manager is unavailable. 

A bright future ahead 

Deitz Consulting continues to inspire with its blend of professionalism, innovation, and client-focused service. As they look to the future, their commitment to empowering clients and delivering consistent, high-value results remains unwavering.  

Phyllis Deitz’s advice to new CAS firms is insightful:

"Build strong systems early and lead with proactive communication.  Clients don’t just need help with their numbers—they need clarity, consistency, and someone they trust to guide them. Whether it’s creating structured workflows for AP/AR, setting response-time standards, or offering visibility across your team, strong internal processes will allow you to deliver reliable, high-value service.  At the same time, position yourself as a true partner. Be the person they call when something feels off or when they need direction. That trust is earned through responsiveness, integrity, and a genuine commitment to their success. It’s not just about the books—it’s about the relationship."  

For more information about Deitz Consulting and their services, visit their website at deitzconsulting.com. 

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.   

This article was generated by AI and reviewed and edited by a human.