CAS Minute

Got a question? Text me! On today’s episode of CAS Minute, we begin part one of our series on closing tactics for CAS practices. We’ll cover two powerful strategies—the assumptive close and the value-based close—helping you move prospects toward a decision and emphasize the tangible benefits of your services. By the end of this episode, you’ll be ready to apply these techniques in your next client...

Got a question? Text me! On today’s episode of CAS Minute, we explore how the Solution Selling framework can help you close more deals in your CAS practice. We’ll cover how to uncover client pain points through deep discovery, position your services as the solution, and build value throughout the sales process. By the end, you'll learn how to guide clients toward closing by providing tailored...

Got a question? Text me! On today’s episode of CAS Minute, we dive into how the SPIN Selling framework can be applied to the CAS sales process. We’ll explore how asking Situation, Problem, Implication, and Need-Payoff questions can help uncover your client’s true needs and build a strong case for your services. By the end, you’ll have the tools to guide clients through a consultative sales process...

Got a question? Text me! In part two of our series on designing a social media content calendar for your CAS firm, we focus on content creation and optimization. We explore how to create original content, curate industry-relevant posts, and use tools to manage and automate your calendar. Finally, we’ll walk through tracking your performance and adjusting your strategy based on real-time engagement...

Got a question? Text me! On today’s episode of CAS Minute, we kick off part one of our discussion on designing a social media content calendar for your CAS firm. We dive into defining your social media goals, identifying your target audience, and mapping out the essential content categories that resonate with your followers. You'll learn how to build a consistent posting schedule and tailor y...

Got a question? Text me! On today's episode of CAS Minute, we discuss the power of creating a streamlined sales pipeline for your CAS practice. We cover the key stages of an effective pipeline, from lead generation to post-sale follow-up, and provide strategies to optimize each stage. You'll learn how to use CRM tools to manage the pipeline, track important sales metrics, and continuousl...

Got a question? Text me! On today's episode of CAS Minute, we discuss the importance of building a robust feedback loop between leadership and staff. We explore how effective feedback loops enhance communication, foster trust, and drive continuous improvement within CAS practices. You'll learn key strategies for establishing open dialogue, implementing regular feedback channels, and taki...

Got a question? Text me! In this episode of CAS Minute we break down how to build great client communication cadences and expectations for your CAS clients. We walk through the types of client communications as well as tools necessary to ensure a high degree of consistency. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube:...

Got a question? Text me! In this episode of CAS Minute, we're addressing objection handling in the sales process. We quickly walk through 5 common objections that you'll face in selling CAS work and some easy ways to respond. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data...

Got a question? Text me! Today on CAS Minute we talk about how do you build and incorporate better calls to action for you CAS practice. Listen in to hear about the purpose of CTAs and how to think about them differently in your marketing vs sales rhythms. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accoun...

Got a question? Text me! Today on CAS Minute, we talk about what the Agile Methodology is and what are the key practices and benefits of utilizing it for your CAS practice. Part 2 of 2 on the topic of utilizing an Agile framework in your CAS practice. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting...

Got a question? Text me! Today on CAS Minute, we talk about what the Agile Methodology is and what are the key practices and benefits of utilizing it for your CAS practice. Part 1 of 2 on the topic of utilizing an Agile framework in your CAS practice. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting...

Got a question? Text me! Today on CAS Minute, we're talking about setting up onboarding rhythms for your CAS practice. How do you create communication rhythms for your clients to ensure that you're setting them, and your team, up for success in cadence. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send -...

Got a question? Text me! In today's episode of CAS Minute, we talk about how to foster a culture of innovation and creativity in your CAS practice. How do you create open doors to help others utilize the right side of their brain? How do you effectively communicate that you want your team to be creative? Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Vi...

Got a question? Text me! Today on CAS Minute we're talking about the 4 elements that are necessary for building a strong brand identify for your CAS practice. We walk through the brand connectivity to your broader mission, target market, and messaging. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accou...

Got a question? Text me! In today's episode, we talk through 3 elements of implementing The Challenger Sale for your CAS practice. We talk through data, expertise, and crafting a narrative. You can check out the book on amazon, starting used at $1.91: https://www.amazon.com/Challenger-Sale-Control-Customer-Conversation/dp/1591844355 Thanks for listening! Come Say Hi 👋 Full Send | Accounting...

Got a question? Text me! In today's episode, we talk through elements of The Challenger Sale and how to think about your sales methodology a bit differently. Your CAS practice requires a sales methodology, here's one way to accomplish this You can check out the book on amazon, starting used at $1.91: https://www.amazon.com/Challenger-Sale-Control-Customer-Conversation/dp/1591844355 Thank...

Got a question? Text me! In today's episode of CAS Minute, we talk about how to successfully navigate building a globalized workforce for your CAS practice. Here are 3 high-level ways that I believe it can be done effectively. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podc...

Got a question? Text me! Today we talk about an option on how to structure your sales proposal meeting for your CAS firm. It's longer than 5 minutes, buyer beware. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

Got a question? Text me! Today, we dive into CAS workflow management software. Why having a centralized tool for your firm will not only help your team get work done, but also drive more connectivity and collaboration for your team. Jason Staats Workflow Management Roundup: https://www.linkedin.com/posts/jstaats_a-big-announcement-we-worked-with-the-activity-7122568649260888064-dayT?utm_source=sha...

Got a question? Text me! Today we dive into building a firm wiki for your firm. Why should you consider building a CAS firm wiki in order to improve transparency, communication, and recruitment? Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

Got a question? Text me! Today we talk about recruitment and retention in today's accounting environment. We hit on the need for work-life integration, connectivity to your firms mission, vision, and values, and the need for a quality brand. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting &...

Got a question? Text me! Today we talk about how to develop a CAS mindset for your firm from the transactional layer upward. We walk through 3 ways that you can educate your team to become advisors. Resources: Scribe: https://scribehow.com/ Whale: https://usewhale.io/ Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full S...

Got a question? Text me! Today, we are in part 5 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover what sales metrics you should be tracking for your CAS firm. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding your pricing strategy Choosing a marketin...

Got a question? Text me! Today, we are in part 4 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover how to think about developing a marketing distribution strategy for your CAS firm - building content. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding...