Latest Episodes
CAS Clarity in 5: Questian Telka on Building a Mission-Driven CAS Firm
What if focusing on client retention instead of rapid growth could unlock a more sustainable CAS firm? In this episode of CAS Clarity in 5, Questian Telka shares how m...
Why CAS Advisory Isn’t a Training Problem in Accounting Firms
A question from The Kick C@$ Community Roundtable sparked a deeper conversation about advisory within accounting firms that want to offer CAS.In this episode, I break ...
Better CAS Advisory: A Narrow Bookkeeping Experiment
What if avoiding bookkeeping entirely could actually weaken your advisory work? In this episode, Luke Templin breaks down how a single CAS client revealed the limitati...
CAS Clarity in 5: Nikole Mackenzie on Making Business Fun
What if your CAS firm’s real superpower was making business fun again for clients by killing cashflow stress and focusing on one core KPI?In this episode:🎯 Firm Goal/M...
Why I’ve Avoided Bookkeeping for Five Years in My CAS Firm (And Why I’m Reconsidering It Now)
In this episode, I talk about why I’ve avoided offering bookkeeping in my fractional CFO firm for nearly five years. It goes back to burnout from public accounting, pa...