CAS Minute

著者： Roman Villard CPA
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  • CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice.

    In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing.

    Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.
    © 2024 CAS Minute
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あらすじ・解説

CAS Minute, hosted by Roman Villard, CPA, delivers quick and impactful insights for growing and optimizing your Client Advisory Services practice.

In each episode, we dive into practical strategies, proven methodologies, and innovative approaches across CAS Sales, Operations, Culture, Foundations, and Marketing.

Tune in for concise, actionable advice designed to help you tackle the most pressing challenges in your CAS practice, all in less than 5 minutes.
© 2024 CAS Minute
リーダーシップ 経済学
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エピソード
  • 60 CAS Holiday: Merry Christmas, Time for more Eggnog

    60 CAS Holiday: Merry Christmas, Time for more Eggnog
    2024/12/25

    Got a question? Text me!

    Merry Christmas from CAS Minute.
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    1 分
  • 59 CAS Next: Benchmark Survey - Charging Tech Fees, Client Rentention, & Workforce Globalization

    59 CAS Next: Benchmark Survey - Charging Tech Fees, Client Rentention, & Workforce Globalization
    2024/12/23

    Got a question? Text me!

    On today’s episode of CAS Minute, we focus on how your technology decisions shape client retention, employee satisfaction, and scalability in your CAS practice. Data from CPA.com’s CAS Benchmark Survey shows that firms charging for tech setup fees generate higher revenue per client, while those experiencing higher staff stability enjoy better client retention. We also uncover how outsourcing transactional tasks boosts efficiency but requires a balance with domestic teams for strategic services. If you’re ready to future-proof your CAS firm, this episode is packed with insights to help you thrive in 2025 and beyond.

    Link to CPA.com CAS Benchmark Survey
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    6 分
  • 58 CAS Next: Benchmark Survey - Scaling SMART - Niching & Staffing

    58 CAS Next: Benchmark Survey - Scaling SMART - Niching & Staffing
    2024/12/20

    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 fully capitalize. We also discuss why firms with full-time CAS staff achieve higher margins and net client fees per professional. Tune in for actionable tips to align your niche strategy and staffing model for maximum impact.

    CAS Benchmark Survey Link
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    6 分

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