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On today’s episode of CAS Minute, we wrap up our four-part series on CAS technology with a forward-looking discussion on what’s next for CAS practices in 2025. We focus on three key areas to watch: the rise of AI agents for automating repetitive tasks, the importance of building a robust data infrastructure to enable actionable insights and AI integration, and the shift toward a continuous close process to deliver timely financials. These transformative concepts are reshaping how CAS firms operate, making it easier to scale, improve client outcomes, and differentiate from productized solutions. Join us as we explore small but impactful steps you can take in these areas to future-proof your firm and set yourself apart in the evolving CAS landscape.

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On today’s episode of CAS Minute, we dive into the ripple effects of your CAS tech stack decisions and explore three compelling reasons to lean in: efficiency, future-proofing, and talent retention. Technology isn’t just about improving workflows—it shapes how your team operates, how your firm competes, and how you attract and retain top talent. From incentivizing efficiency gains to building a data infrastructure that enables AI, we’ll discuss how smart tech decisions today set the stage for long-term success. Plus, we explore why Gen Z’s tech expectations are reshaping recruitment and retention strategies. Tune in to rethink how your tech stack impacts every corner of your practice.

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On today’s episode of CAS Minute, we continue our series on building an optimal tech stack by diving into the concept of condensing your tech stack. Inspired by insights shared at Digital CPA, I reflect on the balance between exploring new technology and simplifying your systems to scale effectively. We’ll discuss how a streamlined tech stack, like the one used by Dean Dorton, enables operational efficiency, improves team scalability, and supports processes like the continuous close. I’ll also share how Full Send has found value in condensing tools while leveraging features in existing platforms.

If you’re ready to strike the right balance between innovation and simplicity in your tech stack, this episode is for you.

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On today’s special episode of CAS Minute, we kick off a multi-part series diving into building an optimal tech stack for your CAS practice. In this first installment, I share two foundational elements that drive success: data infrastructure and technology threading. We explore how a centralized data strategy not only improves internal efficiency but also empowers you to make smarter decisions about client profitability, service margins, and firm growth. I also highlight the importance of leveraging multi-purpose tools to streamline workflows and reduce redundancy, ensuring your tech stack works seamlessly across your business.

Tune in for actionable insights on optimizing your tech stack and setting your firm up for sustainable growth.

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On today’s episode of CAS Minute, we dive into how to find new clients for your CAS practice, especially if you’re just starting out. From leveraging your network and defining a niche to creating thought leadership and building referral partnerships, we’ll cover actionable strategies to help you land your first few clients and grow with confidence. If you’re ready to kickstart your client acquisition journey, this episode is for you!

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On today’s special episode of CAS Minute, we take a closer look at CPA.com’s CAS 2.0 framework—a strong foundation for scaling advisory services. While the framework does a great job of outlining strategy, practice development, and operational excellence, it misses a critical piece: the transformative role of data. Join me as I share my thoughts on where CAS 2.0 shines, where it falls short, and how firms can harness both internal and external data to elevate their CAS practices and deliver unmatched client value.

Link to CPA.com CAS 2.0 Framework Whitepaper

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On today’s episode of CAS Minute, we explore the ‘Give First’ strategy—a powerful approach rooted in the principles of The Go-Giver and inbound marketing. This methodology focuses on building trust by offering value upfront, whether it’s through a quick consultation, industry insights, or actionable tools. Tune in to learn how to use this strategy in your CAS sales process to position yourself as a trusted advisor and win over clients before the sale.

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On today’s special episode of CAS Minute, we’re diving into a personal story—a bit longer than usual, but one that holds some hard-won insights. I’m sharing my journey from the ground up: starting with a $0 base salary at a firm, where I was initially all grit and zero guarantees, to eventually generating over $3 million in annual revenue for a CAS practice.

This episode is about more than numbers. We’ll talk about the mindset shifts, strategies, and lessons learned in building trust and credibility in an industry where relationships are everything. You’ll hear about the uphill battles, the moments of doubt, and the unconventional paths taken to go from zero to multi-millions. We’ll also dig into specific sales tactics, team-building insights, and the power of perseverance in creating real impact.

Whether you're an emerging CAS leader or a seasoned professional looking to level up, there’s something in this episode for you. So grab a coffee (or something stronger), and join me for this deep dive into my foray into the deep dark accounting sales world.