<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2380357/open_sms">Got a question? Text me!</a>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.Thanks for listening! Come Say Hi 👋 <a href='https://www.thefullsend.com/'>Full Send | Accounting & Data</a> LinkedIn: <a href='https://www.linkedin.com/in/rdvcpa/'>Roman Villard, CPA</a> X: <a href='https://x.com/FullSendCPA'>@FullSendCPA</a> YouTube: <a href='https://www.youtube.com/@fullsendfinance'>Full Send - Accounting & Data</a> Data Podcast: <a href='https://open.spotify.com/show/1KQFmDBTbWHuXJ80uuzTrw?si=2a55d8efa87e467a'>Data Fuel</a>

Got a question? Text me! 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. 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

<a href="https://www.buzzsprout.com/twilio/text_messages/2380357/open_sms" rel="noopener noreferrer">Got a question? Text me!</a>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.Thanks for listening! Come Say Hi 👋 <a href="https://www.thefullsend.com/" rel="noopener noreferrer">Full Send | Accounting &amp; Data</a> LinkedIn: <a href="https://www.linkedin.com/in/rdvcpa/" rel="noopener noreferrer">Roman Villard, CPA</a> X: <a href="https://x.com/FullSendCPA" rel="noopener noreferrer">@FullSendCPA</a> YouTube: <a href="https://www.youtube.com/@fullsendfinance" rel="noopener noreferrer">Full Send - Accounting &amp; Data</a> Data Podcast: <a href="https://open.spotify.com/show/1KQFmDBTbWHuXJ80uuzTrw?si=2a55d8efa87e467a" rel="noopener noreferrer">Data Fuel</a>

15 CAS Sales: Proposal Meeting Structure

CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice.&nbsp; Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools and knowledge you need to succeed—all in just a few minutes. Perfect for busy accounting professionals and firm leaders ready to stay ahead in the rapidly evolving CAS landscape.

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CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice.  Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools and knowledge you need to succeed—all in just a few minutes. Perfect for busy accounting professionals and firm leaders ready to stay ahead in the rapidly evolving CAS landscape.

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15 CAS Sales: Proposal Meeting Structure

15 CAS Sales: Proposal Meeting Structure