All Episodes
CAS Minute — 103 episodes
103 CAS AI: It's Purely Theoretical....Until It's Not
102 CAS Ops: Recurring Revenue is Overrated
101 CAS Firm: Build vs Buy?
100 CAS Firm: Starting a Firm in 2026? Find Your WHY
99 CAS Future: Triple-Entry Accounting
98 CAS Mktg: Are you really delivering...PEACE OF MIND?
97 CAS Ops: Should You Customize Your Services?
96 CAS Ops: The Month-End Close Doesn't Matter
95 CAS Future: 2025 Wrap, CAS Looking Forward
94 CAS Sales: Try NOT To Sell Your Services
93 CAS Future: 6 Real Questions From Accounting Students
92 CAS AI: So What If AI Can Take Our Jobs?
91 CAS Mktg: Industry Advisory Councils - How and Why to Join Them
90 CAS Mktg: Are You REALLY a Fractional CFO?
89 CAS Growth: Outsourcing Doesn't Scale
88 CAS Tech: 2 Recs...but Stop Following Trends
87 CAS Sales: Saying NO to a Prospect
86 CAS Ops: Stop Reconciling to the Penny
85 CAS Ops: First Hire = Leverage
84 CAS Growth: Your Focus is Limiting Your Growth
83 CAS Growth: 10X Is Easier Than 2X
82 CAS Growth: Measuring Fractional CFO Service Value
81 CAS Growth: How To Find Top Talent In CAS
80 CAS Ops: How To Shift From Compliance Into Advisory Services
79 CAS Mktg: Personal Brand vs Business Brand
78 CAS Sales: I Got Rejected. Ugh.
77 CAS Sales: 3 Questions to Close More Deals
76 CAS Growth: Fractional CFO Services? Start Solving Problems.
75 CAS Ops: Choosing A Workflow Management Tool
74 CAS Growth: Niching is Overrated...?
73 CAS Growth: Blog For Growth in 2025
72 CAS Sales: 5 Referral Programs You Can Create
71 CAS Growth: Lessons Learned...3 Mistakes I Made Early On
70 CAS Growth: Why Your Firm Should Be More Like Cottage Cheese
69 CAS SPECIAL: A Conversation With Amy Bridges - CAS Benchmark Survey
68 CAS Growth: Tips for Starting an Accounting Firm in 2025
67 CAS Ops: You DON'T Have a Services Library?
66 CAS Growth: Client Onboarding is HARD, Let's Make it Easier
65 CAS Growth: Building Scalability, a Personal Experience
64 CAS Sales: Charm Pricing, is it Right For CAS?
63 CAS Sales: Stop Selling Services, Start Selling Outcomes
62 CAS Recap: Top CAS Insights to Take Into 2025
61 CAS Next: Benchmark Survey - Scope Creep, Service Bundling, and Ideal Client Profile
60 CAS Holiday: Merry Christmas, Time for more Eggnog
59 CAS Next: Benchmark Survey - Charging Tech Fees, Client Rentention, & Workforce Globalization
58 CAS Next: Benchmark Survey - Scaling SMART - Niching & Staffing
57 CAS Tech: What's NEXT for CAS Tech? (4 of 4)
56 CAS Tech: 3 Ripple Effects of your Tech Decisions (3 of 4)
55 CAS Tech: Condensing your Tech (2 of 4)
54 CAS Tech: Optimal Tech Stack (1 of 4)
53 CAS Sales: Finding Clients on Day 1, A Beginner Guide
52 CAS Ops: CAS 2.0? It's Missing Something HUGE.
51 CAS Sales: Give First. Stop Selling Sales Consultations.
50 CAS SPECIAL: Audit Manager to Selling $3M+ per Year
49 CAS Sales: Building Accounting Client Personas
48 CAS Culture: Brand & Tech as a Retention Strategy
47 CAS Marketing: Intuit Connect Preview - Building a Brand for Growth
46 CAS Foundations: A Better Conference Experience
45 CAS Ops: 3 Tools for Client Communcation
44 CAS Sales: Selling the INVISIBLE (2 of 2)
43 CAS Sales: Selling the INVISIBLE (1 of 2)
42 CAS Foundations: Is CAS Overhyped? (2 of 2)
41 CAS Foundations: Is CAS Overhyped? (1 of 2)
40 CAS Foundations: Here's Your Pep Talk
39 CAS Sales: Stop Doing This Immediately
38 CAS Culture: Building Relationships with Other Firm Owners
37 CAS Culture: Should you Love your Team? Is Churn Bad?
36 CAS Marketing: Become a Thought Leader in Your Industry
35 CAS Sales: When are Advisory Services a Bad Fit?
34 CAS Sales: Always Be Closing - Close Tactics (2 of 2)
33 CAS Sales: Always Be Closing - Close Tactics (1 of 2)
32 CAS Sales: Solution Selling Framework for Advisory Services
31 CAS Sales: SPIN Selling Method and Why You Need it
30 CAS Marketing: Designing a Social Media Content Calendar (2 of 2)
29 CAS Marketing: Designing a Social Media Content Calendar (1 of 2)
28 CAS Sales: Create a Streamlined Sales Pipeline
27 CAS Culture: Creating Team Feedback Loops
26 CAS Foundations: Build Better Client Communication Expectations
25 CAS Sales: Objection Handling 101
24 CAS Sales: Build Better Calls to Action (CTAs)
23 CAS Ops: Agile Methodology Framework (2 of 2)
22 CAS Ops: Agile Methodology Framework (1 of 2)
21 CAS Ops: Setting Onboarding Expectations
20 CAS Culture: Foster Innovation & Creativity
19 CAS Marketing: Build a Strong Brand Identity
18 CAS Sales: The Challenger Sale for CAS (2 of 2)
17 CAS Sales: What is The Challenger Sale? (1 of 2)
16 CAS Ops: Successful "Offshoring"
15 CAS Sales: Proposal Meeting Structure
14 CAS Ops: Excel vs Workflow Management Software
13 CAS Ops: Building a Firm WIki
12 CAS Ops: Recruitment & Retention
11 CAS Ops: Educating Your Team on Advisory
10 CAS Sales: Building a CAS Go-To-Market Strategy [5 of 5]
09 CAS Sales: Building a CAS Go-To-Market Strategy [4 of 5]
08 CAS Sales: Deciding your Pricing Strategy [3 of 5]
07 CAS Sales: Creating a Value Proposition & Messaging [2 of 5]
06 CAS Sales: Identifying Your Target Audience [1 of 5]
05 CAS Foundation: What is CAS?
04 CAS Ops: 11 Tips From LinkedIn
03 CAS Culture: Stop Looking For A Culture Fit
02 CAS Marketing: Value Proposition
01 CAS Sales: You're Not The Hero