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💰 How to Measure & Justify Your Value as a CAS or CFO Advisor | CAS Minute

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📢 Ever wonder how some firms charge premium prices for CFO and CAS services? Many firms struggle to justify their pricing because they don’t have clear ways to measure their impact. In this episode, we break down:

✔️ How to track and prove the value of your advisory services

✔️ Key metrics beyond revenue & profitability that show your true impact

✔️ How decision-making speed and confidence factor into your pricing

✔️ Why measuring client engagement can predict long-term success

⏱️ Chapters

00:00 - Why Some Firms Charge More for CFO & CAS Services

00:30 - The Challenge of Measuring Invisible Value

01:12 - Typical Financial Metrics & Why They Aren’t Enough

02:00 - Decision Quality Score: Measuring Faster & Better Client Decisions

03:47 - Client Risk Mitigation Index: Proactively Preventing Financial Pitfalls

05:00 - Tying EBITDA Growth to Your Advisory Decisions

05:41 - Capital Allocation: Helping Clients Invest Smarter

06:26 - Client Engagement: A Leading Indicator of Value & Retention

07:28 - Why Qualitative Feedback Matters Just as Much as Financials

08:00 - Final Thoughts: Measuring Value to Build a More Profitable Firm

✅ Key Takeaways:

✔️ Clients should feel your impact in real-time, not just in financial reports.

✔️ Tracking decision-making speed can prove your strategic value.

✔️ Mitigating risk and improving forecasting are key value drivers.

✔️ Capital allocation is a core function of high-value CFO services.

✔️ Engaged clients = satisfied clients = long-term profitability.

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Full Send | Accounting & Data

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