CAS Minute

Got a question? Text me! On today’s episode of CAS Minute, we explore how focusing on niche strategies and dedicated CAS staffing can unlock higher profitability for your firm. We dive into data from CPA.com’s CAS Benchmark Survey, revealing that firms generating over 50% of their revenue from niches report 51% higher median billings per client, yet many lack tailored processes and technology to f...

Got a question? Text me! On today’s episode of CAS Minute, we wrap up our four-part series on CAS technology with a forward-looking discussion on what’s next for CAS practices in 2025. We focus on three key areas to watch: the rise of AI agents for automating repetitive tasks, the importance of building a robust data infrastructure to enable actionable insights and AI integration, and the shift to...

Got a question? Text me! On today’s episode of CAS Minute, we dive into the ripple effects of your CAS tech stack decisions and explore three compelling reasons to lean in: efficiency, future-proofing, and talent retention. Technology isn’t just about improving workflows—it shapes how your team operates, how your firm competes, and how you attract and retain top talent. From incentivizing efficien...

Got a question? Text me! On today’s episode of CAS Minute, we continue our series on building an optimal tech stack by diving into the concept of condensing your tech stack. Inspired by insights shared at Digital CPA, I reflect on the balance between exploring new technology and simplifying your systems to scale effectively. We’ll discuss how a streamlined tech stack, like the one used by Dean Dor...

Got a question? Text me! On today’s special episode of CAS Minute, we kick off a multi-part series diving into building an optimal tech stack for your CAS practice. In this first installment, I share two foundational elements that drive success: data infrastructure and technology threading. We explore how a centralized data strategy not only improves internal efficiency but also empowers you to ma...

Got a question? Text me! On today’s episode of CAS Minute, we dive into how to find new clients for your CAS practice, especially if you’re just starting out. From leveraging your network and defining a niche to creating thought leadership and building referral partnerships, we’ll cover actionable strategies to help you land your first few clients and grow with confidence. If you’re ready to kicks...

Got a question? Text me! On today’s special episode of CAS Minute, we take a closer look at CPA.com’s CAS 2.0 framework—a strong foundation for scaling advisory services. While the framework does a great job of outlining strategy, practice development, and operational excellence, it misses a critical piece: the transformative role of data. Join me as I share my thoughts on where CAS 2.0 shines, wh...

Got a question? Text me! On today’s episode of CAS Minute, we explore the ‘Give First’ strategy—a powerful approach rooted in the principles of The Go-Giver and inbound marketing. This methodology focuses on building trust by offering value upfront, whether it’s through a quick consultation, industry insights, or actionable tools. Tune in to learn how to use this strategy in your CAS sales process...

Got a question? Text me! On today’s special episode of CAS Minute, we’re diving into a personal story—a bit longer than usual, but one that holds some hard-won insights. I’m sharing my journey from the ground up: starting with a $0 base salary at a firm, where I was initially all grit and zero guarantees, to eventually generating over $3 million in annual revenue for a CAS practice. This episode i...

Got a question? Text me! On today’s episode of CAS Minute, we’re running a workshop on creating client personas to customize your CAS service offerings. We’ll guide you through defining client segments, gathering key data, building persona profiles, and tailoring services and communication strategies for each persona. By the end, you’ll have a clear framework to better understand your clients’ uni...

Got a question? Text me! On today’s episode of CAS Minute, we explore how brand and technology can help improve retention and recruitment in your CAS practice. We’ll discuss a few reasons why employees may just be more attracted to the type of firm you intentionally build through great branding and connected data. By the end of this episode, you’ll leave with some insights about using technology a...

Got a question? Text me! On today’s episode of CAS Minute, we dive into key insights from my session at Intuit Connect on building a brand for your CAS practice. We’ll explore what defines your brand identity, why it's important to maintain consistency across the entirer client experience, and build trust through transparency. Tune in to learn how authenticity and client relationships can hel...

Got a question? Text me! On today’s episode of CAS Minute, we discuss how to make the most of attending conferences with your peers, vendors, and thought leaders. We’ll cover strategies for networking, engaging with vendors, learning from industry experts, and positioning yourself as a thought leader. By the end of this episode, you’ll have actionable tips to maximize the value of any conference a...

Got a question? Text me! On today’s episode of CAS Minute, we explore three creative tools that can help you better communicate the invisible work you do for your clients. We’ll cover how video messaging, client-facing workflows, and texting your clients can make your services more transparent, personal, and engaging. By the end of this episode, you’ll be equipped with new strategies to show clien...

Got a question? Text me! On today’s episode of CAS Minute, we continue exploring key lessons from Selling the Invisible by Harry Beckwith. In part two, we’ll discuss how to sell reassurance, under-promise and over-deliver, make your value visible, and the importance of listening. By the end of this episode, you’ll be equipped with additional strategies to strengthen long-term client relationships...

Got a question? Text me! On today’s episode of CAS Minute, we dive into the first set of key lessons from Selling the Invisible by Harry Beckwith, with a focus on non-obvious insights for CAS professionals. We’ll cover how to sell your expertise, uncover hidden client problems, and build personal connections that set you apart from competitors. By the end of this episode, you’ll have actionable st...

Got a question? Text me! On today’s episode of CAS Minute, we continue our exploration of whether advisory services are overhyped in the accounting industry. We’ll break down why some firms struggle to make the advisory jump while others thrive by offering advisory-like guidance. Tune in as we discuss when advisory services make sense and when they might be overhyped, helping you decide if they’re...

Got a question? Text me! On today’s episode of CAS Minute, we tackle the controversial question: Are advisory services overhyped in the accounting industry? We’ll discuss whether every firm needs to offer advisory, the challenges of implementing these services, and why focusing on core services may still lead to success. Tune in as we explore the realities of advisory services and whether they’re...

Got a question? Text me! On today’s episode of CAS Minute, we dive into why you should be optimistic about the future of accounting and advisory services. Despite the rise of AI and automation, the global market for back-office outsourcing is growing, creating vast opportunities for firms like yours. We explore how leveraging technology and focusing on advisory services will help you serve clients...

Got a question? Text me! On today’s episode of CAS Minute, we discuss why you may want to reconsider publishing your pricing on your website. We’ll explore how selling on price attracts the wrong clients, damages profitability, and diminishes the value of your services. Instead, we’ll show you how to reframe the conversation around the long-term benefits and ROI your firm provides, helping you bui...

Got a question? Text me! On today’s episode of CAS Minute, we explore how building relationships with fellow CAS firm owners can elevate your practice. We’ll discuss the benefits of sharing knowledge and holding each other accountable in a structured, supportive environment. By the end of this episode, you’ll be ready to start forming peer relationships that foster growth, collaboration, and succe...

Got a question? Text me! On today’s episode of CAS Minute, we discuss how to build a positive culture in your CAS practice by ‘loving’ your team well. We also dig into how to position your team members most intentionally for positive outcomes in their personal life. Is churn bad or can it be a positive thing for everyone? We’ll cover strategies for fostering respect, appreciation, and growth, whil...

Got a question? Text me! On today’s episode of CAS Minute, we dive into how to position your CAS firm as a thought leader in your industry. We’ll explore key strategies like creating valuable content, hosting webinars, leveraging social media, and sharing client success stories to build trust and credibility. By the end of this episode, you’ll have the tools to establish your firm as an authority,...

Got a question? Text me! On today’s episode of CAS Minute, we discuss when advisory services may not be the best fit for your clients. We’ll cover the key signs—such as a lack of financial foundations, a short-term mindset, or resistance to change—that indicate advisory services won’t bring value. By the end of this episode, you’ll know how to identify these red flags early and steer clients towar...

Got a question? Text me! In part two of our series on sales closing tactics for CAS practices, we explore the urgency close and the alternative close. We’ll discuss how to create urgency around your services and offer clients clear choices to drive them toward a decision. By the end of this episode, you’ll be equipped with two more tactics to secure deals and grow your CAS firm. Thanks for listeni...