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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

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LinkedIn: Roman Villard, CPA
X: @FullSendCPA

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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

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LinkedIn: Roman Villard, CPA
X: @FullSendCPA

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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

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LinkedIn: Roman Villard, CPA
X: @FullSendCPA

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On today's episode of CAS Minute, we dive into the critical transition from selling services to selling outcomes, reshaping how CAS firms engage with clients to deliver long-term value. We explore the emotional connections created through outcome-driven narratives, the importance of differentiation in service offerings, and actionable strategies to reframe sales conversations for maximum impact.

• Why selling outcomes resonates more than listing services
• Building trust and emotional buy-in with clients
• Differentiating your firm through strategic, results-focused selling
• Justifying premium pricing with tangible client benefits
• Asking the right questions to uncover client goals
• Aligning services with outcomes to close high-value clients
• Avoiding common pitfalls like overpromising or focusing solely on efficiency

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LinkedIn: Roman Villard, CPA
X: @FullSendCPA

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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.

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LinkedIn: Roman Villard, CPA
X: @FullSendCPA

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On today’s episode of CAS Minute, we explore three levers to accelerate revenue growth in your CAS practice: pricing models, bundled services, and client alignment. Using data from CPA.com’s CAS Benchmark Survey, we discuss how transitioning to fixed pricing drives steady growth but requires proactive scope monitoring to protect margins. We also highlight how bundling services with tailored tech stacks boosts recurring revenue and how clearly defining your ideal client profile can drive both sales and service efficiency. Don’t miss this practical guide to unlocking growth through smarter strategies.

CPA.com CAS Benchmark Survey - https://www.cpa.com/cas-benchmark-survey

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LinkedIn: Roman Villard, CPA
X: @FullSendCPA

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Merry Christmas from CAS Minute.

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LinkedIn: Roman Villard, CPA
X: @FullSendCPA

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On today’s episode of CAS Minute, we focus on how your technology decisions shape client retention, employee satisfaction, and scalability in your CAS practice. Data from CPA.com’s CAS Benchmark Survey shows that firms charging for tech setup fees generate higher revenue per client, while those experiencing higher staff stability enjoy better client retention. We also uncover how outsourcing transactional tasks boosts efficiency but requires a balance with domestic teams for strategic services. If you’re ready to future-proof your CAS firm, this episode is packed with insights to help you thrive in 2025 and beyond.

Link to CPA.com CAS Benchmark Survey

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LinkedIn: Roman Villard, CPA
X: @FullSendCPA