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On today’s special episode of CAS Minute, we take a closer look at CPA.com’s CAS 2.0 framework—a strong foundation for scaling advisory services. While the framework does a great job of outlining strategy, practice development, and operational excellence, it misses a critical piece: the transformative role of data. Join me as I share my thoughts on where CAS 2.0 shines, where it falls short, and how firms can harness both internal and external data to elevate their CAS practices and deliver unmatched client value.

Link to CPA.com CAS 2.0 Framework Whitepaper

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On today’s episode of CAS Minute, we explore the ‘Give First’ strategy—a powerful approach rooted in the principles of The Go-Giver and inbound marketing. This methodology focuses on building trust by offering value upfront, whether it’s through a quick consultation, industry insights, or actionable tools. Tune in to learn how to use this strategy in your CAS sales process to position yourself as a trusted advisor and win over clients before the sale.

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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.