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62 CAS Recap: Top CAS Insights to Take Into 2025

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Manage episode 458717362 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 special episode of CAS Minute, we wrap up 2024 with a countdown of the year’s top insights for CAS leaders. From building a data infrastructure and simplifying your tech stack to adopting the ‘Give First’ sales strategy and charging for onboarding fees, these tips represent the best strategies we’ve shared to grow and future-proof your firm. If you’re looking for actionable takeaways to kickstart 2025, this recap episode has you covered.

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 458717362 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 special episode of CAS Minute, we wrap up 2024 with a countdown of the year’s top insights for CAS leaders. From building a data infrastructure and simplifying your tech stack to adopting the ‘Give First’ sales strategy and charging for onboarding fees, these tips represent the best strategies we’ve shared to grow and future-proof your firm. If you’re looking for actionable takeaways to kickstart 2025, this recap episode has you covered.

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

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