The CAS Cache Transistor (https://transistor.fm) https://feeds.transistor.fm/the-cas-cache Want to grow your firm’s Client Accounting and Advisory Services (CAS)? The CAS Cache unpacks what works (and what doesn’t) in CAS based on real-world experiences. Tune in for expert insights, success and failure stories, and strategies to help your accounting firm build a stronger CAS offering. 2025 The CAS Cache 2e567c5b-3c02-5b59-882b-d020228429d7 no en Tue, 03 Mar 2026 20:04:06 -0100 Fri, 06 Mar 2026 16:09:49 -0100 https://cas.beehiiv.com/ https://img.transistorcdn.com/mCTLH_S_tleb75zjqltCoRnfF9X1LQ2Z0TAiCLErEUQ/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zYjJi/ZDc3ZGI1YjE3MTgy/NTQyYzg5NTY5YTQy/YmFiOS5wbmc.jpg The CAS Cache https://cas.beehiiv.com/ episodic Luke Templin Want to grow your firm’s Client Accounting and Advisory Services (CAS)? The CAS Cache unpacks what works (and what doesn’t) in CAS based on real-world experiences. Tune in for expert insights, success and failure stories, and strategies to help your accounting firm build a stronger CAS offering. Want to grow your firm’s Client Accounting and Advisory Services (CAS). Luke Templin No No CAS Clarity in 5: Michelle Röse on 30-Hour Workweeks & Assisted Entrepreneurship CAS Clarity in 5: Michelle Röse on 30-Hour Workweeks & Assisted Entrepreneurship full 2e816594-0b1b-41e8-906b-fca05b5ae4ca https://share.transistor.fm/s/c8a529b5 What if assisted entrepreneurship could unlock sustainable CAS growth without burnout? In this episode of CAS Clarity in 5, Michelle Röse shares how Breakaway built a debt-free, franchise-based model that empowers advisors to own their firms, without back-office chaos, and scale with a 30-hour workweek focus.

🌐 Breakaway: https://BreakawayBA.com
🔗 Michelle Röse’s LinkedIn: https://www.linkedin.com/in/michelleroseba/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

]]> What if assisted entrepreneurship could unlock sustainable CAS growth without burnout? In this episode of CAS Clarity in 5, Michelle Röse shares how Breakaway built a debt-free, franchise-based model that empowers advisors to own their firms, without back-office chaos, and scale with a 30-hour workweek focus.

🌐 Breakaway: https://BreakawayBA.com
🔗 Michelle Röse’s LinkedIn: https://www.linkedin.com/in/michelleroseba/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

]]> Tue, 03 Mar 2026 20:04:06 -0100 Luke Templin Luke Templin 590 What if assisted entrepreneurship could unlock sustainable CAS growth without burnout? In this episode of CAS Clarity in 5, Michelle Röse shares how Breakaway built a debt-free, franchise-based model that empowers advisors to own their firms, without back-office chaos, and scale with a 30-hour workweek focus.

🌐 Breakaway: https://BreakawayBA.com
🔗 Michelle Röse’s LinkedIn: https://www.linkedin.com/in/michelleroseba/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

]]> No CAS Clarity in 5: Questian Telka on Building a Mission-Driven CAS Firm CAS Clarity in 5: Questian Telka on Building a Mission-Driven CAS Firm full 1e9353a9-bb03-4f9e-ac42-ea869b3b41a9 https://share.transistor.fm/s/cd105508 What if focusing on client retention instead of rapid growth could unlock a more sustainable CAS firm? In this episode of CAS Clarity in 5, Questian Telka shares how mission-driven work, the right KPIs, and documented processes shaped her nonprofit-focused practice.

🌐 She Counts Podcast: https://shecountspodcast.com
🔗 Questian Telka on LinkedIn: https://www.linkedin.com/in/questian-telka-ea/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

]]> What if focusing on client retention instead of rapid growth could unlock a more sustainable CAS firm? In this episode of CAS Clarity in 5, Questian Telka shares how mission-driven work, the right KPIs, and documented processes shaped her nonprofit-focused practice.

🌐 She Counts Podcast: https://shecountspodcast.com
🔗 Questian Telka on LinkedIn: https://www.linkedin.com/in/questian-telka-ea/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

]]> Thu, 22 Jan 2026 17:55:04 -0100 Luke Templin Luke Templin 466 What if focusing on client retention instead of rapid growth could unlock a more sustainable CAS firm? In this episode of CAS Clarity in 5, Questian Telka shares how mission-driven work, the right KPIs, and documented processes shaped her nonprofit-focused practice.

🌐 She Counts Podcast: https://shecountspodcast.com
🔗 Questian Telka on LinkedIn: https://www.linkedin.com/in/questian-telka-ea/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

]]> No Why CAS Advisory Isn’t a Training Problem in Accounting Firms Why CAS Advisory Isn’t a Training Problem in Accounting Firms full d0d53e1e-c6e9-43b0-ba85-3daf66b5a5e1 https://cas.beehiiv.com/p/cas-advisory-training-starts-with-want-it A question from The Kick C@$ Community Roundtable sparked a deeper conversation about advisory within accounting firms that want to offer CAS.

In this episode, I break down why advisory struggles are rarely about training and more about alignment, communication, and capacity. I share hard-earned lessons from building real-time bookkeeping, insights from Greg Crabtree, and two practical ways to expand advisory without burning out your team.

If you’re thinking about scaling CAS advisory, this is the filter to start with.

]]> A question from The Kick C@$ Community Roundtable sparked a deeper conversation about advisory within accounting firms that want to offer CAS.

In this episode, I break down why advisory struggles are rarely about training and more about alignment, communication, and capacity. I share hard-earned lessons from building real-time bookkeeping, insights from Greg Crabtree, and two practical ways to expand advisory without burning out your team.

If you’re thinking about scaling CAS advisory, this is the filter to start with.

]]> Fri, 19 Dec 2025 21:11:33 -0100 Luke Templin Luke Templin 212 A question from The Kick C@$ Community Roundtable sparked a deeper conversation about advisory within accounting firms that want to offer CAS.

In this episode, I break down why advisory struggles are rarely about training and more about alignment, communication, and capacity. I share hard-earned lessons from building real-time bookkeeping, insights from Greg Crabtree, and two practical ways to expand advisory without burning out your team.

If you’re thinking about scaling CAS advisory, this is the filter to start with.

]]> No Better CAS Advisory: A Narrow Bookkeeping Experiment Better CAS Advisory: A Narrow Bookkeeping Experiment full 53b4d051-7f03-429c-b2b2-a0b5e0ade781 https://cas.beehiiv.com/p/bookkeeping-for-cas What if avoiding bookkeeping entirely could actually weaken your advisory work? In this episode, Luke Templin breaks down how a single CAS client revealed the limitations of delivering CFO and advisory services without reliable bookkeeping fundamentals in place.

Luke shares why he originally built a fractional CFO firm that deliberately avoided bookkeeping and what forced him to rethink that model. When client books became inconsistent, delayed, and unreliable during tax season. The solution wasn’t reviving full-service bookkeeping, but designing a narrow, advisory-aligned bookkeeping experiment focused on one objective: accurate numbers that support advisory.

Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at hireteamup.ph.


]]> What if avoiding bookkeeping entirely could actually weaken your advisory work? In this episode, Luke Templin breaks down how a single CAS client revealed the limitations of delivering CFO and advisory services without reliable bookkeeping fundamentals in place.

Luke shares why he originally built a fractional CFO firm that deliberately avoided bookkeeping and what forced him to rethink that model. When client books became inconsistent, delayed, and unreliable during tax season. The solution wasn’t reviving full-service bookkeeping, but designing a narrow, advisory-aligned bookkeeping experiment focused on one objective: accurate numbers that support advisory.

Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at hireteamup.ph.


]]> Fri, 05 Dec 2025 22:00:41 -0100 Luke Templin Luke Templin 251 What if avoiding bookkeeping entirely could actually weaken your advisory work? In this episode, Luke Templin breaks down how a single CAS client revealed the limitations of delivering CFO and advisory services without reliable bookkeeping fundamentals in place.

Luke shares why he originally built a fractional CFO firm that deliberately avoided bookkeeping and what forced him to rethink that model. When client books became inconsistent, delayed, and unreliable during tax season. The solution wasn’t reviving full-service bookkeeping, but designing a narrow, advisory-aligned bookkeeping experiment focused on one objective: accurate numbers that support advisory.

Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at hireteamup.ph.


]]> No CAS Clarity in 5: Nikole Mackenzie on Making Business Fun CAS Clarity in 5: Nikole Mackenzie on Making Business Fun full d38aab32-138c-4f12-b51d-0a68965a3c80 https://share.transistor.fm/s/e6be6453 What if your CAS firm’s real superpower was making business fun again for clients by killing cashflow stress and focusing on one core KPI?

In this episode:

🎯 Firm Goal/Mission: Make business fun for clients


⚙️ Favorite Tech Tool: Reach Reporting


📊 Favorite KPI: Gross profit margin


🔑 Getting Unstuck: A quick ChatGPT brainstorm


🔮 Did Sooner: Launch a newsletter + EOS L10 Meetings

 🌐 Momentum Accounting
🔗 Nikole's LinkedIn

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies

]]> What if your CAS firm’s real superpower was making business fun again for clients by killing cashflow stress and focusing on one core KPI?

In this episode:

🎯 Firm Goal/Mission: Make business fun for clients


⚙️ Favorite Tech Tool: Reach Reporting


📊 Favorite KPI: Gross profit margin


🔑 Getting Unstuck: A quick ChatGPT brainstorm


🔮 Did Sooner: Launch a newsletter + EOS L10 Meetings

 🌐 Momentum Accounting
🔗 Nikole's LinkedIn

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies

]]> Wed, 26 Nov 2025 03:13:44 -0100 Luke Templin Luke Templin 391 What if your CAS firm’s real superpower was making business fun again for clients by killing cashflow stress and focusing on one core KPI?

In this episode:

🎯 Firm Goal/Mission: Make business fun for clients


⚙️ Favorite Tech Tool: Reach Reporting


📊 Favorite KPI: Gross profit margin


🔑 Getting Unstuck: A quick ChatGPT brainstorm


🔮 Did Sooner: Launch a newsletter + EOS L10 Meetings

 🌐 Momentum Accounting
🔗 Nikole's LinkedIn

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies

]]> No Why I’ve Avoided Bookkeeping for Five Years in My CAS Firm (And Why I’m Reconsidering It Now) Why I’ve Avoided Bookkeeping for Five Years in My CAS Firm (And Why I’m Reconsidering It Now) full 0568309a-8b7e-41d4-a02c-a4fa7578b64c https://cas.beehiiv.com/ In this episode, I talk about why I’ve avoided offering bookkeeping in my fractional CFO firm for nearly five years. It goes back to burnout from public accounting, payroll emergencies, bill pay disasters, and the realization that full-service bookkeeping is a zero-sum game.

I share real stories, including processing payroll from a car during a family trip and the time a client bypassed controls and wired more than $50,000 to a bad actor. These experiences shaped how I built my firm and why I stayed out of bookkeeping for so long.

But now I am reconsidering it. One of my clients is consistently months behind because their accountant is split between bookkeeping and tax work. It slows down my team and limits the strategic value we can deliver. So we are exploring a controlled, light-touch bookkeeping model that supports advisory without going back to full-service chaos.

Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at teamup.ph.

]]> In this episode, I talk about why I’ve avoided offering bookkeeping in my fractional CFO firm for nearly five years. It goes back to burnout from public accounting, payroll emergencies, bill pay disasters, and the realization that full-service bookkeeping is a zero-sum game.

I share real stories, including processing payroll from a car during a family trip and the time a client bypassed controls and wired more than $50,000 to a bad actor. These experiences shaped how I built my firm and why I stayed out of bookkeeping for so long.

But now I am reconsidering it. One of my clients is consistently months behind because their accountant is split between bookkeeping and tax work. It slows down my team and limits the strategic value we can deliver. So we are exploring a controlled, light-touch bookkeeping model that supports advisory without going back to full-service chaos.

Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at teamup.ph.

]]> Wed, 19 Nov 2025 05:56:00 -0100 Luke Templin Luke Templin 342 In this episode, I talk about why I’ve avoided offering bookkeeping in my fractional CFO firm for nearly five years. It goes back to burnout from public accounting, payroll emergencies, bill pay disasters, and the realization that full-service bookkeeping is a zero-sum game.

I share real stories, including processing payroll from a car during a family trip and the time a client bypassed controls and wired more than $50,000 to a bad actor. These experiences shaped how I built my firm and why I stayed out of bookkeeping for so long.

But now I am reconsidering it. One of my clients is consistently months behind because their accountant is split between bookkeeping and tax work. It slows down my team and limits the strategic value we can deliver. So we are exploring a controlled, light-touch bookkeeping model that supports advisory without going back to full-service chaos.

Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at teamup.ph.

]]> No CAS Clarity in 5: Roman Villard on Elevating Outcomes in His Accounting Firm CAS Clarity in 5: Roman Villard on Elevating Outcomes in His Accounting Firm full 129c50af-d922-4c4e-b476-ddc8fa3b9781 https://cas.beehiiv.com/ What if letting go of perfection unlocked more client value in your accounting firm?

In this episode of CAS Clarity in 5, Roman Villard, Founder of Full Send, shares how embracing materiality, running to clear his head, and committing to automation helped him build a more innovative, more intentional CAS firm.

🌐 Full Send: https://www.thefullsend.com/
🔗 Roman’s LinkedIn: https://www.linkedin.com/in/rdvcpa/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

]]> What if letting go of perfection unlocked more client value in your accounting firm?

In this episode of CAS Clarity in 5, Roman Villard, Founder of Full Send, shares how embracing materiality, running to clear his head, and committing to automation helped him build a more innovative, more intentional CAS firm.

🌐 Full Send: https://www.thefullsend.com/
🔗 Roman’s LinkedIn: https://www.linkedin.com/in/rdvcpa/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

]]> Tue, 11 Nov 2025 18:25:47 -0100 Luke Templin Luke Templin 492 What if letting go of perfection unlocked more client value in your accounting firm?

In this episode of CAS Clarity in 5, Roman Villard, Founder of Full Send, shares how embracing materiality, running to clear his head, and committing to automation helped him build a more innovative, more intentional CAS firm.

🌐 Full Send: https://www.thefullsend.com/
🔗 Roman’s LinkedIn: https://www.linkedin.com/in/rdvcpa/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

]]> No CAS Clarity in 5: Tailor Hartman on Proactive, Automated Accounting CAS Clarity in 5: Tailor Hartman on Proactive, Automated Accounting full 66d0d2ae-cd47-4ec0-804b-8206ba36e75f https://share.transistor.fm/s/2f1fcd12 What if automation could simplify accounting and make it more meaningful?

In this episode of CAS Clarity in 5, Tailor Hartman, Founder of Celerity, shares how tools like Missive and a proactive mindset helped him build a more efficient, human-first accounting firm.

🌐 Celerity
🔗 Tailor Hartman’s LinkedIn
📰 The Net Effect Newsletter

👉 Subscribe to The CAS Cache for weekly CAS strategies and firm growth insights: https://cas.beehiiv.com/

]]> What if automation could simplify accounting and make it more meaningful?

In this episode of CAS Clarity in 5, Tailor Hartman, Founder of Celerity, shares how tools like Missive and a proactive mindset helped him build a more efficient, human-first accounting firm.

🌐 Celerity
🔗 Tailor Hartman’s LinkedIn
📰 The Net Effect Newsletter

👉 Subscribe to The CAS Cache for weekly CAS strategies and firm growth insights: https://cas.beehiiv.com/

]]> Thu, 30 Oct 2025 19:44:06 -0100 Luke Templin Luke Templin 603 What if automation could simplify accounting and make it more meaningful?

In this episode of CAS Clarity in 5, Tailor Hartman, Founder of Celerity, shares how tools like Missive and a proactive mindset helped him build a more efficient, human-first accounting firm.

🌐 Celerity
🔗 Tailor Hartman’s LinkedIn
📰 The Net Effect Newsletter

👉 Subscribe to The CAS Cache for weekly CAS strategies and firm growth insights: https://cas.beehiiv.com/

]]> CAS, accounting automation, accounting firm growth No Why the Billable Hour is Killing Accounting Talent (and What to Measure Instead) Why the Billable Hour is Killing Accounting Talent (and What to Measure Instead) full ebc7f634-f885-4137-b200-b3ac7d2114c7 https://cas.beehiiv.com/p/why-the-billable-hour-is-killing-accounting-talent The billable hour is burning out accounting talent, and it’s not just a staffing problem. It’s a measurement problem.

In this episode of The CAS Cache, Luke Templin shares why the billable hour has become the worst KPI in accounting and how the Labor Efficiency Ratio (LER) offers a more innovative alternative.

You’ll learn:

  • Why utilization is a lagging indicator
  • How LER measures value instead of time
  • The mindset shift firms need to move from compliance to advisory

🔗Join The Kick C@$ Community to connect with other CAS leaders tackling the same items as you.
😎Sponsored by Full Stadium Marketing

]]> The billable hour is burning out accounting talent, and it’s not just a staffing problem. It’s a measurement problem.

In this episode of The CAS Cache, Luke Templin shares why the billable hour has become the worst KPI in accounting and how the Labor Efficiency Ratio (LER) offers a more innovative alternative.

You’ll learn:

  • Why utilization is a lagging indicator
  • How LER measures value instead of time
  • The mindset shift firms need to move from compliance to advisory

🔗Join The Kick C@$ Community to connect with other CAS leaders tackling the same items as you.
😎Sponsored by Full Stadium Marketing

]]> Wed, 22 Oct 2025 20:50:41 +0000 Luke Templin Luke Templin 206 The billable hour is burning out accounting talent, and it’s not just a staffing problem. It’s a measurement problem.

In this episode of The CAS Cache, Luke Templin shares why the billable hour has become the worst KPI in accounting and how the Labor Efficiency Ratio (LER) offers a more innovative alternative.

You’ll learn:

  • Why utilization is a lagging indicator
  • How LER measures value instead of time
  • The mindset shift firms need to move from compliance to advisory

🔗Join The Kick C@$ Community to connect with other CAS leaders tackling the same items as you.
😎Sponsored by Full Stadium Marketing

]]> Labor Efficiency Ratio ("LER), accounting firm talent, billable hours, CAS KPIs No What if empowering accountants for better could redefine firm life? What if empowering accountants for better could redefine firm life? full 3f07d995-1434-419b-a74c-0a24079b893b https://share.transistor.fm/s/f3e4cef8 In this episode of CAS Clarity in 5, Chase Birky, CEO of Dark Horse CPAs, shares how he turned personal burnout into a mission to help CPAs build thriving firms without losing balance. He discusses his firm’s goals, favorite tools, KPIs, and how embracing the CEO role transformed his company’s growth.

Guest Link: 🌐 abetterway.cpa

 

]]> In this episode of CAS Clarity in 5, Chase Birky, CEO of Dark Horse CPAs, shares how he turned personal burnout into a mission to help CPAs build thriving firms without losing balance. He discusses his firm’s goals, favorite tools, KPIs, and how embracing the CEO role transformed his company’s growth.

Guest Link: 🌐 abetterway.cpa

 

]]> Wed, 15 Oct 2025 00:57:56 +0000 Luke Templin Luke Templin 881 In this episode of CAS Clarity in 5, Chase Birky, CEO of Dark Horse CPAs, shares how he turned personal burnout into a mission to help CPAs build thriving firms without losing balance. He discusses his firm’s goals, favorite tools, KPIs, and how embracing the CEO role transformed his company’s growth.

Guest Link: 🌐 abetterway.cpa

 

]]> No 2.9 Million Entrepreneurs, One Big CAS Opportunity 2.9 Million Entrepreneurs, One Big CAS Opportunity full 6c1a6eb4-bd0b-4b3f-9e04-18f7b4c388ec https://cas.beehiiv.com/p/the-cas-opportunity-hiding-in-plain-sight When $100M Money Models sold 2.9 million copies in a single day, millions of entrepreneurs started looking for help turning those frameworks into real profit.

In this episode, we break down how CAS and accounting firms can meet that demand by applying the same “money model” principles inside client financials:

  • How to rebuild the chart of accounts so gross profit tells a story
  • Why gross profit, CAC, and lifetime value should drive pricing decisions
  • How to use the book to strategize on price
  • A simple 3-meeting “Money Model Baseline” you can run with clients this month

If you want your firm to move beyond compliance and into high-value advisory work, this episode is your roadmap.

🔗The Kick C@$ Community
😎Sponsored by Full Stadium Marketing

]]> When $100M Money Models sold 2.9 million copies in a single day, millions of entrepreneurs started looking for help turning those frameworks into real profit.

In this episode, we break down how CAS and accounting firms can meet that demand by applying the same “money model” principles inside client financials:

  • How to rebuild the chart of accounts so gross profit tells a story
  • Why gross profit, CAC, and lifetime value should drive pricing decisions
  • How to use the book to strategize on price
  • A simple 3-meeting “Money Model Baseline” you can run with clients this month

If you want your firm to move beyond compliance and into high-value advisory work, this episode is your roadmap.

🔗The Kick C@$ Community
😎Sponsored by Full Stadium Marketing

]]> Wed, 08 Oct 2025 19:46:38 +0000 Luke Templin Luke Templin 271 When $100M Money Models sold 2.9 million copies in a single day, millions of entrepreneurs started looking for help turning those frameworks into real profit.

In this episode, we break down how CAS and accounting firms can meet that demand by applying the same “money model” principles inside client financials:

  • How to rebuild the chart of accounts so gross profit tells a story
  • Why gross profit, CAC, and lifetime value should drive pricing decisions
  • How to use the book to strategize on price
  • A simple 3-meeting “Money Model Baseline” you can run with clients this month

If you want your firm to move beyond compliance and into high-value advisory work, this episode is your roadmap.

🔗The Kick C@$ Community
😎Sponsored by Full Stadium Marketing

]]> CAS, Client Advisory Services, CAS Pricing No CAS Clarity in 5 with Kellie Parks on Eliminating the Overwhelm in Your Accounting Firm CAS Clarity in 5 with Kellie Parks on Eliminating the Overwhelm in Your Accounting Firm full 36698147-189d-40a5-a01c-d5db217eab09 https://share.transistor.fm/s/3337360c What if eliminating overwhelm could unlock a lifestyle-friendly bookkeeping firm? In this episode of CAS Clarity in 5, Kellie Parks shares how cloud tech, community, and fixed-fee pricing shaped a smarter, more sustainable business model.

🌐 Kellie's Community The Workflow Watering Hole https://www.facebook.com/share/g/1ZvDk9i48t/
🔗 Kellie's LinkedIn: https://www.linkedin.com/in/kellie-parks/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS insights: https://cas.beehiiv.com/
⚡Powered by FinDaily.io

]]> What if eliminating overwhelm could unlock a lifestyle-friendly bookkeeping firm? In this episode of CAS Clarity in 5, Kellie Parks shares how cloud tech, community, and fixed-fee pricing shaped a smarter, more sustainable business model.

🌐 Kellie's Community The Workflow Watering Hole https://www.facebook.com/share/g/1ZvDk9i48t/
🔗 Kellie's LinkedIn: https://www.linkedin.com/in/kellie-parks/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS insights: https://cas.beehiiv.com/
⚡Powered by FinDaily.io

]]> Thu, 02 Oct 2025 03:14:33 +0000 Luke Templin Luke Templin 557 What if eliminating overwhelm could unlock a lifestyle-friendly bookkeeping firm? In this episode of CAS Clarity in 5, Kellie Parks shares how cloud tech, community, and fixed-fee pricing shaped a smarter, more sustainable business model.

🌐 Kellie's Community The Workflow Watering Hole https://www.facebook.com/share/g/1ZvDk9i48t/
🔗 Kellie's LinkedIn: https://www.linkedin.com/in/kellie-parks/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS insights: https://cas.beehiiv.com/
⚡Powered by FinDaily.io

]]> No How Luke Templin Uses Alex Hormozi’s $100M Models Strategy in CAS Proposals How Luke Templin Uses Alex Hormozi’s $100M Models Strategy in CAS Proposals full 0a0b5514-74e1-4f43-9e3e-2cd2324f6405 https://cas.beehiiv.com/p/cas-advisory-proposal-pricing-strategy  What if Alex Hormozi’s $100M Money Models could reshape how accountants sell CAS? In this episode, Luke Templin shares how he’s restructuring CAS proposals, pricing tiers, and incentives to strengthen client relationships and drive recurring CAS revenue.

🔗The Kick C@$ Community
😎Sponsored by Full Stadium Marketing

]]>  What if Alex Hormozi’s $100M Money Models could reshape how accountants sell CAS? In this episode, Luke Templin shares how he’s restructuring CAS proposals, pricing tiers, and incentives to strengthen client relationships and drive recurring CAS revenue.

🔗The Kick C@$ Community
😎Sponsored by Full Stadium Marketing

]]> Wed, 24 Sep 2025 14:11:51 +0000 Luke Templin Luke Templin 533  What if Alex Hormozi’s $100M Money Models could reshape how accountants sell CAS? In this episode, Luke Templin shares how he’s restructuring CAS proposals, pricing tiers, and incentives to strengthen client relationships and drive recurring CAS revenue.

🔗The Kick C@$ Community
😎Sponsored by Full Stadium Marketing

]]> accounting, advisory, cas, caas, pricing, sales No CAS Clarity in 5 with Chad Davis on Future MRR & Smarter Scaling CAS Clarity in 5 with Chad Davis on Future MRR & Smarter Scaling full 515d65ce-dc16-489e-8f01-a292f07c57c8 https://share.transistor.fm/s/4c778923 What if scaling down could unlock more profit, less stress, and a healthier culture? In this episode of CAS Clarity in 5, Chad Davis shares how his firm intentionally reduced headcount from 120 to 60 and built a smarter, more sustainable business model.

🌐 Automation Town: https://automationtown.io/

 🔗 Chad Davis on LinkedIn: https://www.linkedin.com/in/chaddavis1/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS insights.
⚡Powered by FinDaily.io

]]> What if scaling down could unlock more profit, less stress, and a healthier culture? In this episode of CAS Clarity in 5, Chad Davis shares how his firm intentionally reduced headcount from 120 to 60 and built a smarter, more sustainable business model.

🌐 Automation Town: https://automationtown.io/

 🔗 Chad Davis on LinkedIn: https://www.linkedin.com/in/chaddavis1/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS insights.
⚡Powered by FinDaily.io

]]> Tue, 16 Sep 2025 19:34:08 +0000 Luke Templin Luke Templin 651 What if scaling down could unlock more profit, less stress, and a healthier culture? In this episode of CAS Clarity in 5, Chad Davis shares how his firm intentionally reduced headcount from 120 to 60 and built a smarter, more sustainable business model.

🌐 Automation Town: https://automationtown.io/

 🔗 Chad Davis on LinkedIn: https://www.linkedin.com/in/chaddavis1/

👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS insights.
⚡Powered by FinDaily.io

]]> accounting, CAS No How I’m Applying Hormozi’s Models to CAS Sales How I’m Applying Hormozi’s Models to CAS Sales full b14e4dd8-c2ee-424c-8092-a7f101c034c5 https://share.transistor.fm/s/d19e0cf6 I stopped offering free reviews and applied Hormozi’s $100M models to my CAS sales process. Here’s how it’s changing my firm.

]]> I stopped offering free reviews and applied Hormozi’s $100M models to my CAS sales process. Here’s how it’s changing my firm.

]]> Mon, 08 Sep 2025 22:32:13 +0000 Luke Templin Luke Templin 123 I stopped offering free reviews and applied Hormozi’s $100M models to my CAS sales process. Here’s how it’s changing my firm.

]]> No