The CAS Bottleneck No One Talks About | It's Not Just the Numbers episode artwork

EPISODE · Nov 30, 2025 · 42 MIN

The CAS Bottleneck No One Talks About | It's Not Just the Numbers

from CPA Trendlines Podcasts · host CPA Trendlines

Poor onboarding frustrates clients, burns out staff, and kills profitability.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesWinning the client is exciting—but in Client Accounting Services (CAS), that’s just the opening act. The real work, and the real success, depends on what happens immediately after a prospect says “yes.” MORE Penny Breslin and Damien Greathead MORE Advisory & Consulting BUY "It's Not Just the Numbers" In this episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greathead make the case that onboarding is one of the most overlooked, underdeveloped, and business-critical functions in CAS firms today.“Too many firms have no clue what actually happens when a client walks in the door,” Breslin says. “You sold the work, but what happens next? What experience does the client have? And what does your team do first?”

Poor onboarding frustrates clients, burns out staff, and kills profitability.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesWinning the client is exciting—but in Client Accounting Services (CAS), that’s just the opening act. The real work, and the real success, depends on what happens immediately after a prospect says “yes.”MORE Penny Breslin and Damien GreatheadMORE Advisory & ConsultingBUY "It's Not Just the Numbers"In this episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greathead make the case that onboarding is one of the most overlooked, underdeveloped, and business-critical functions in CAS firms today.“Too many firms have no clue what actually happens when a client walks in the door,” Breslin says. “You sold the work, but what happens next? What experience does the client have? And what does your team do first?”

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The CAS Bottleneck No One Talks About | It's Not Just the Numbers

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This episode is 42 minutes long.

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This episode was published on November 30, 2025.

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Poor onboarding frustrates clients, burns out staff, and kills profitability.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesWinning the client is exciting—but in Client Accounting Services (CAS), that’s just the...

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