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82 CAS Growth: Measuring Fractional CFO Service Value

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Manage episode 472349919 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!

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

Link to YouTube Video

📢 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.

🔔 Subscribe & turn on notifications so you never miss an episode!

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 472349919 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!

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

Link to YouTube Video

📢 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.

🔔 Subscribe & turn on notifications so you never miss an episode!

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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