Got a question? Text me!

In this episode of CAS Minute, we tackle the complexities of client onboarding in accounting firms, focusing on effective information gathering, historical data cleanup, and streamlined billing processes. Learn actionable strategies to enhance your onboarding experience, ensuring accuracy, efficiency, and client satisfaction.

• Overcoming challenges in client information collection
• Best practices for cleaning up historical financial data
• Streamlining billing processes during onboarding
• Leveraging technology to automate onboarding tasks
• Enhancing client communication and expectation management

Thanks for listening! Come Say Hi 👋

LinkedIn: Roman Villard, CPA
X: @FullSendCPA

Got a question? Text me!

On today’s episode of CAS Minute, Roman Villard shares how Full Send has introduced scalability into their CAS practice. Learn how centralizing knowledge with Notion, standardizing processes with a data warehouse, and building a scalable, market-aligned brand can help your firm grow sustainably. Whether you’re streamlining internal workflows or enhancing client engagement, this episode is packed with actionable strategies.

• Centralizing firm knowledge with Notion
• Standardizing processes and data in a scalable data warehouse
• Building a brand that resonates with your target market

Thanks for listening! Come Say Hi 👋

LinkedIn: Roman Villard, CPA
X: @FullSendCPA

Got a question? Text me!

On today’s episode of CAS Minute, we dive deep into the strategy of charm pricing and how it can reshape the way you present your services to clients. Learn why pricing like $4,999 is perceived differently than $5,000, the psychological principles behind this tactic, and how you can implement charm pricing to boost revenue and client conversions in your CAS practice.

• Understanding the psychology behind charm pricing
• Why charm pricing increases perceived value and affordability
• Are you a Porsche or a Kia?
• How to balance charm pricing with professionalism

Thanks for listening! Come Say Hi 👋

LinkedIn: Roman Villard, CPA
X: @FullSendCPA