Artwork

Content provided by Roman Villard, CPA, Roman Villard, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roman Villard, CPA, Roman Villard, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

61 CAS Next: Benchmark Survey - Scope Creep, Service Bundling, and Ideal Client Profile

5:31
 
Share
 

Manage episode 457763224 series 3582811
Content provided by Roman Villard, CPA, Roman Villard, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roman Villard, CPA, Roman Villard, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Got a question? Text me!

On today’s episode of CAS Minute, we explore three levers to accelerate revenue growth in your CAS practice: pricing models, bundled services, and client alignment. Using data from CPA.com’s CAS Benchmark Survey, we discuss how transitioning to fixed pricing drives steady growth but requires proactive scope monitoring to protect margins. We also highlight how bundling services with tailored tech stacks boosts recurring revenue and how clearly defining your ideal client profile can drive both sales and service efficiency. Don’t miss this practical guide to unlocking growth through smarter strategies.
CPA.com CAS Benchmark Survey - https://www.cpa.com/cas-benchmark-survey

Thanks for listening! Come Say Hi 👋

Full Send | Accounting & Data
LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel

  continue reading

84 episodes

Artwork
iconShare
 
Manage episode 457763224 series 3582811
Content provided by Roman Villard, CPA, Roman Villard, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roman Villard, CPA, Roman Villard, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Got a question? Text me!

On today’s episode of CAS Minute, we explore three levers to accelerate revenue growth in your CAS practice: pricing models, bundled services, and client alignment. Using data from CPA.com’s CAS Benchmark Survey, we discuss how transitioning to fixed pricing drives steady growth but requires proactive scope monitoring to protect margins. We also highlight how bundling services with tailored tech stacks boosts recurring revenue and how clearly defining your ideal client profile can drive both sales and service efficiency. Don’t miss this practical guide to unlocking growth through smarter strategies.
CPA.com CAS Benchmark Survey - https://www.cpa.com/cas-benchmark-survey

Thanks for listening! Come Say Hi 👋

Full Send | Accounting & Data
LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel

  continue reading

84 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play