Got a question? Text me!

On today’s special episode of CAS Minute, we’re diving into a personal story—a bit longer than usual, but one that holds some hard-won insights. I’m sharing my journey from the ground up: starting with a $0 base salary at a firm, where I was initially all grit and zero guarantees, to eventually generating over $3 million in annual revenue for a CAS practice.

This episode is about more than numbers. We’ll talk about the mindset shifts, strategies, and lessons learned in building trust and credibility in an industry where relationships are everything. You’ll hear about the uphill battles, the moments of doubt, and the unconventional paths taken to go from zero to multi-millions. We’ll also dig into specific sales tactics, team-building insights, and the power of perseverance in creating real impact.

Whether you're an emerging CAS leader or a seasoned professional looking to level up, there’s something in this episode for you. So grab a coffee (or something stronger), and join me for this deep dive into my foray into the deep dark accounting sales world.

Got a question? Text me!

On today’s episode of CAS Minute, we’re running a workshop on creating client personas to customize your CAS service offerings. We’ll guide you through defining client segments, gathering key data, building persona profiles, and tailoring services and communication strategies for each persona. By the end, you’ll have a clear framework to better understand your clients’ unique needs and deepen client relationships through tailored service offerings.

Got a question? Text me!

On today’s episode of CAS Minute, we explore how brand and technology can help improve retention and recruitment in your CAS practice. We’ll discuss a few reasons why employees may just be more attracted to the type of firm you intentionally build through great branding and connected data. By the end of this episode, you’ll leave with some insights about using technology and your brand to create a workplace that attracts and retains top talent.