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On today’s episode of CAS Minute, we dive into how to find new clients for your CAS practice, especially if you’re just starting out. From leveraging your network and defining a niche to creating thought leadership and building referral partnerships, we’ll cover actionable strategies to help you land your first few clients and grow with confidence. If you’re ready to kickstart your client acquisition journey, this episode is for you!

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On today’s special episode of CAS Minute, we take a closer look at CPA.com’s CAS 2.0 framework—a strong foundation for scaling advisory services. While the framework does a great job of outlining strategy, practice development, and operational excellence, it misses a critical piece: the transformative role of data. Join me as I share my thoughts on where CAS 2.0 shines, where it falls short, and how firms can harness both internal and external data to elevate their CAS practices and deliver unmatched client value.

Link to CPA.com CAS 2.0 Framework Whitepaper

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On today’s episode of CAS Minute, we explore the ‘Give First’ strategy—a powerful approach rooted in the principles of The Go-Giver and inbound marketing. This methodology focuses on building trust by offering value upfront, whether it’s through a quick consultation, industry insights, or actionable tools. Tune in to learn how to use this strategy in your CAS sales process to position yourself as a trusted advisor and win over clients before the sale.