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On today’s special episode of CAS Minute, we kick off a multi-part series diving into building an optimal tech stack for your CAS practice. In this first installment, I share two foundational elements that drive success: data infrastructure and technology threading. We explore how a centralized data strategy not only improves internal efficiency but also empowers you to make smarter decisions about client profitability, service margins, and firm growth. I also highlight the importance of leveraging multi-purpose tools to streamline workflows and reduce redundancy, ensuring your tech stack works seamlessly across your business. 

Tune in for actionable insights on optimizing your tech stack and setting your firm up for sustainable growth.

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Full Send | Accounting & Data

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