Today we talk about an option on how to structure your sales proposal meeting for your CAS firm. It's longer than 5 minutes, buyer beware.

Today, we dive into CAS workflow management software. Why having a centralized tool for your firm will not only help your team get work done, but also drive more connectivity and collaboration for your team.

Jason Staats Workflow Management Roundup: https://www.linkedin.com/posts/jstaats_a-big-announcement-we-worked-with-the-activity-7122568649260888064-dayT?utm_source=share&utm_medium=member_desktop

Today we dive into building a firm wiki for your firm. Why should you consider building a CAS firm wiki in order to improve transparency, communication, and recruitment?

Today we talk about recruitment and retention in today's accounting environment. We hit on the need for work-life integration, connectivity to your firms mission, vision, and values, and the need for a quality brand.

Today we talk about how to develop a CAS mindset for your firm from the transactional layer upward. We walk through 3 ways that you can educate your team to become advisors.

Resources:

Scribe: https://scribehow.com/
Whale: https://usewhale.io/

Today, we are in part 5 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover what sales metrics you should be tracking for your CAS firm.

Here are the 5 topics in order:

• Identifying the right audience for your CAS firm
• Creating a value proposition for your CAS firm
• Deciding your pricing strategy
• Choosing a marketing distribution strategy for your CAS firm
• Choosing the right sales metrics to track

Today, we are in part 4 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover how to think about developing a marketing distribution strategy for your CAS firm - building content.

Here are the 5 topics in order:

• Identifying the right audience for your CAS firm
• Creating a value proposition for your CAS firm
• Deciding your pricing strategy
• Choosing a marketing distribution strategy for your CAS firm
• Choosing the right sales metrics to track

Today, we are in part 3 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover the 3 primary pricing strategies for CAS firms and how to decide on one for you firm.

Here are the 5 topics in order:

• Identifying the right audience for your CAS firm
• Creating a value proposition for your CAS firm
• Deciding your pricing strategy
• Choosing a marketing distribution strategy for your CAS firm
• Choosing the right sales metrics to track