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On today’s special episode of CAS Minute, we wrap up 2024 with a countdown of the year’s top insights for CAS leaders. From building a data infrastructure and simplifying your tech stack to adopting the ‘Give First’ sales strategy and charging for onboarding fees, these tips represent the best strategies we’ve shared to grow and future-proof your firm. If you’re looking for actionable takeaways to kickstart 2025, this recap episode has you covered.

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
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Data Podcast: Data Fuel