Want to grow your firm’s Client Accounting and Advisory Services (CAS)? The CAS Cache unpacks what works (and what doesn’t) in CAS based on real-world experiences. Tune in for expert insights, success and failure stories, and strategies to help your accounting firm build a stronger CAS offering.
CAS Clarity in 5: Michelle Röse on 30-Hour Workweeks & Assisted Entrepreneurship
What if assisted entrepreneurship could unlock sustainable CAS growth without burnout? In this episode of CAS Clarity in 5, Michelle Röse shares how Breakaway built a debt-free, franchise-based model that empowers advisors to own their firms, without back-office chaos, and scale with a 30-hour workweek focus.
🌐 Breakaway: https://BreakawayBA.com (https://BreakawayBA.com)
🔗 Michelle Röse’s LinkedIn: https://www.linkedin.com/in/michelleroseba/ (https://www.linkedin.com/)
👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/ (https://cas.beehiiv.com/)
22 Jan 2026
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 mission-driven work, the right KPIs, and documented processes shaped her nonprofit-focused practice.
🌐 She Counts Podcast: https://shecountspodcast.com (https://shecountspodcast.com)
🔗 Questian Telka on LinkedIn: https://www.linkedin.com/in/questian-telka-ea/ (https://www.linkedin.com/in/questian-telka-ea/)
👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/ (https://cas.beehiiv.com/)
19 Dec 2025
Why CAS Advisory Isn’t a Training Problem in Accounting Firms
A question from The Kick C@$ Community (https://www.cascache.com/cascommunity) Roundtable sparked a deeper conversation about advisory within accounting firms that want to offer CAS.
In this episode, I break down why advisory struggles are rarely about training and more about alignment, communication, and capacity. I share hard-earned lessons from building real-time bookkeeping, insights from Greg Crabtree, and two practical ways to expand advisory without burning out your team.
If you’re thinking about scaling CAS advisory, this is the filter to start with.
5 Dec 2025
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 limitations of delivering CFO and advisory services without reliable bookkeeping fundamentals in place.
Luke shares why he originally built a fractional CFO firm that deliberately avoided bookkeeping and what forced him to rethink that model. When client books became inconsistent, delayed, and unreliable during tax season. The solution wasn’t reviving full-service bookkeeping, but designing a narrow, advisory-aligned bookkeeping experiment focused on one objective: accurate numbers that support advisory.
Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at hireteamup.ph. (https://www.hireteamup.com/?utm_source=cas_cache&utm_medium=sponsorship&utm_campaign=jul_2025_cas_sponsorship)
26 Nov 2025
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/Mission: Make business fun for clients
⚙️ Favorite Tech Tool: Reach Reporting
📊 Favorite KPI: Gross profit margin
🔑 Getting Unstuck: A quick ChatGPT brainstorm
🔮 Did Sooner: Launch a newsletter + EOS L10 Meetings
🌐 Momentum Accounting (https://momentumaccounting.com/)
🔗 Nikole's LinkedIn (https://www.linkedin.com/in/nikolemackenzie)
👉 Subscribe to The CAS Cache (https://cas.beehiiv.com/) newsletter for full insights and weekly CAS strategies
19 Nov 2025
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, payroll emergencies, bill pay disasters, and the realization that full-service bookkeeping is a zero-sum game.
I share real stories, including processing payroll from a car during a family trip and the time a client bypassed controls and wired more than $50,000 to a bad actor. These experiences shaped how I built my firm and why I stayed out of bookkeeping for so long.
But now I am reconsidering it. One of my clients is consistently months behind because their accountant is split between bookkeeping and tax work. It slows down my team and limits the strategic value we can deliver. So we are exploring a controlled, light-touch bookkeeping model that supports advisory without going back to full-service chaos.
Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at teamup.ph.
11 Nov 2025
CAS Clarity in 5: Roman Villard on Elevating Outcomes in His Accounting Firm
What if letting go of perfection unlocked more client value in your accounting firm?
In this episode of CAS Clarity in 5, Roman Villard, Founder of Full Send, shares how embracing materiality, running to clear his head, and committing to automation helped him build a more innovative, more intentional CAS firm.
🌐 Full Send: https://www.thefullsend.com/ (https://www.thefullsend.com/)
🔗 Roman’s LinkedIn: https://www.linkedin.com/in/rdvcpa/ (https://www.linkedin.com/in/rdvcpa/)
👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/ (https://cas.beehiiv.com/)
30 Oct 2025
CAS Clarity in 5: Tailor Hartman on Proactive, Automated Accounting
What if automation could simplify accounting and make it more meaningful?
In this episode of CAS Clarity in 5, Tailor Hartman, Founder of Celerity, shares how tools like Missive and a proactive mindset helped him build a more efficient, human-first accounting firm.
🌐 Celerity (https://celerity.io/)
🔗 Tailor Hartman’s LinkedIn (https://www.linkedin.com/in/tailorhartmancpa/)
📰 The Net Effect Newsletter (https://the-net-effect.beehiiv.com/subscribe)
👉 Subscribe to The CAS Cache for weekly CAS strategies and firm growth insights: https://cas.beehiiv.com/ (https://cas.beehiiv.com/)
22 Oct 2025
Why the Billable Hour is Killing Accounting Talent (and What to Measure Instead)
The billable hour is burning out accounting talent, and it’s not just a staffing problem. It’s a measurement problem.
In this episode of The CAS Cache, Luke Templin shares why the billable hour has become the worst KPI in accounting and how the Labor Efficiency Ratio (LER) offers a more innovative alternative.
You’ll learn:
Why utilization is a lagging indicator
How LER measures value instead of time
The mindset shift firms need to move from compliance to advisory
🔗Join The Kick C@$ Community (https://www.cascache.com/cascommunity) to connect with other CAS leaders tackling the same items as you.
😎Sponsored by Full Stadium Marketing (https://www.fullstadium.co/cas)
15 Oct 2025
What if empowering accountants for better could redefine firm life?
In this episode of CAS Clarity in 5, Chase Birky (https://www.linkedin.com/in/chasebirky/), CEO of Dark Horse CPAs (https://darkhorse.cpa/), shares how he turned personal burnout into a mission to help CPAs build thriving firms without losing balance. He discusses his firm’s goals, favorite tools, KPIs, and how embracing the CEO role transformed his company’s growth.
Guest Link: 🌐 abetterway.cpa (https://abetterway.cpa)
8 Oct 2025
2.9 Million Entrepreneurs, One Big CAS Opportunity
When $100M Money Models sold 2.9 million copies in a single day, millions of entrepreneurs started looking for help turning those frameworks into real profit.
In this episode, we break down how CAS and accounting firms can meet that demand by applying the same “money model” principles inside client financials:
How to rebuild the chart of accounts so gross profit tells a story
Why gross profit, CAC, and lifetime value should drive pricing decisions
How to use the book to strategize on price
A simple 3-meeting “Money Model Baseline” you can run with clients this month
If you want your firm to move beyond compliance and into high-value advisory work, this episode is your roadmap.
🔗The Kick C@$ Community (https://www.cascache.com/cascommunity)
😎Sponsored by Full Stadium Marketing (https://www.fullstadium.co/cas)
2 Oct 2025
CAS Clarity in 5 with Kellie Parks on Eliminating the Overwhelm in Your Accounting Firm
What if eliminating overwhelm could unlock a lifestyle-friendly bookkeeping firm? In this episode of CAS Clarity in 5, Kellie Parks shares how cloud tech, community, and fixed-fee pricing shaped a smarter, more sustainable business model.
🌐 Kellie's Community The Workflow Watering Hole https://www.facebook.com/share/g/1ZvDk9i48t/ (https://www.facebook.com/share/g/1ZvDk9i48t/)
🔗 Kellie's LinkedIn: https://www.linkedin.com/in/kellie-parks/ (https://www.linkedin.com/in/kellie-parks/)
👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS insights: https://cas.beehiiv.com/ (https://cas.beehiiv.com/)
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24 Sept 2025
How Luke Templin Uses Alex Hormozi’s $100M Models Strategy in CAS Proposals
What if Alex Hormozi’s $100M Money Models could reshape how accountants sell CAS? In this episode, Luke Templin shares how he’s restructuring CAS proposals, pricing tiers, and incentives to strengthen client relationships and drive recurring CAS revenue.
🔗The Kick C@$ Community (https://www.cascache.com/cascommunity)
😎Sponsored by Full Stadium Marketing (https://www.fullstadium.co/cas)
16 Sept 2025
CAS Clarity in 5 with Chad Davis on Future MRR & Smarter Scaling
What if scaling down could unlock more profit, less stress, and a healthier culture? In this episode of CAS Clarity in 5, Chad Davis shares how his firm intentionally reduced headcount from 120 to 60 and built a smarter, more sustainable business model.
🌐 Automation Town: https://automationtown.io/ (https://automationtown.io/)
🔗 Chad Davis on LinkedIn: https://www.linkedin.com/in/chaddavis1/ (https://www.linkedin.com/in/chaddavis1/)
👉 Subscribe to The CAS Cache (https://cas.beehiiv.com/) newsletter for full insights and weekly CAS insights.
⚡Powered by FinDaily.io (https://findaily.io/)
8 Sept 2025
How I’m Applying Hormozi’s Models to CAS Sales
I stopped offering free reviews and applied Hormozi’s $100M models to my CAS sales process. Here’s how it’s changing my firm.
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