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Is your CAS firm running efficiently, or are you stuck in the chaos of undefined services?

In this episode of CAS Minute, we uncover why a lack of a clear service menu could be holding your firm back. From managing scope creep to enhancing client trust, we’re breaking down the real costs of not defining your offerings—and how a structured service menu can transform your CAS practice.

Here’s what you’ll learn:

• Why unclear service offerings frustrate clients and erode trust
• The hidden dangers of scope creep and how to avoid it
• How a clear menu boosts profitability, efficiency, and team morale
• The mindset shift every CAS leader needs to adopt for long-term success

It’s time to ditch the “we do it all” mentality and position your firm as a trusted expert. Watch now to learn how to build a menu that attracts ideal clients and drives real growth.

Don’t forget to like, subscribe, and comment to share your thoughts—do you agree, or do you see things differently?

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
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