• 62 CAS Recap: Top CAS Insights to Take Into 2025

  • Dec 31 2024
  • Length: 8 mins
  • Podcast

62 CAS Recap: Top CAS Insights to Take Into 2025

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    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 👋

    LinkedIn: Roman Villard, CPA
    X: @FullSendCPA
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