Got a question? Text me!

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/

Thanks for listening! Come Say Hi 👋

Full Send | Accounting & Data

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