• 67 CAS Ops: You DON'T Have a Services Library?

  • Jan 13 2025
  • Length: 9 mins
  • Podcast

67 CAS Ops: You DON'T Have a Services Library?

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  • Summary

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    Is your CAS firm running efficiently, or are you stuck in the chaos of undefined services?

    In this episode of CAS Minute, we uncover why a lack of a clear service menu could be holding your firm back. From managing scope creep to enhancing client trust, we’re breaking down the real costs of not defining your offerings—and how a structured service menu can transform your CAS practice.

    Here’s what you’ll learn:

    • Why unclear service offerings frustrate clients and erode trust
    • The hidden dangers of scope creep and how to avoid it
    • How a clear menu boosts profitability, efficiency, and team morale
    • The mindset shift every CAS leader needs to adopt for long-term success

    It’s time to ditch the “we do it all” mentality and position your firm as a trusted expert. Watch now to learn how to build a menu that attracts ideal clients and drives real growth.

    Don’t forget to like, subscribe, and comment to share your thoughts—do you agree, or do you see things differently?

    Thanks for listening! Come Say Hi 👋

    LinkedIn: Roman Villard, CPA
    X: @FullSendCPA
    YouTube: Full Send - Accounting & Data
    Data Podcast: Data Fuel
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