Got a question? Text me!

On today’s episode of CAS Minute, we focus on how your technology decisions shape client retention, employee satisfaction, and scalability in your CAS practice. Data from CPA.com’s CAS Benchmark Survey shows that firms charging for tech setup fees generate higher revenue per client, while those experiencing higher staff stability enjoy better client retention. We also uncover how outsourcing transactional tasks boosts efficiency but requires a balance with domestic teams for strategic services. If you’re ready to future-proof your CAS firm, this episode is packed with insights to help you thrive in 2025 and beyond.

Link to CPA.com CAS Benchmark Survey

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