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In part two of our series on designing a social media content calendar for your CAS firm, we focus on content creation and optimization. We explore how to create original content, curate industry-relevant posts, and use tools to manage and automate your calendar. Finally, we’ll walk through tracking your performance and adjusting your strategy based on real-time engagement data to continually improve your firm’s social media presence.

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
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On today’s episode of CAS Minute, we kick off part one of our discussion on designing a social media content calendar for your CAS firm. We dive into defining your social media goals, identifying your target audience, and mapping out the essential content categories that resonate with your followers. You'll learn how to build a consistent posting schedule and tailor your approach for each platform, setting the foundation for a successful and engaging online presence.

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Full Send | Accounting & Data

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

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On today's episode of CAS Minute, we discuss the power of creating a streamlined sales pipeline for your CAS practice. We cover the key stages of an effective pipeline, from lead generation to post-sale follow-up, and provide strategies to optimize each stage. You'll learn how to use CRM tools to manage the pipeline, track important sales metrics, and continuously improve your sales process for better conversion rates and client satisfaction.

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Full Send | Accounting & Data

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

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On today's episode of CAS Minute, we discuss the importance of building a robust feedback loop between leadership and staff. We explore how effective feedback loops enhance communication, foster trust, and drive continuous improvement within CAS practices. You'll learn key strategies for establishing open dialogue, implementing regular feedback channels, and taking actionable steps to respond to feedback. By the end of this episode, you'll be equipped to create a culture where feedback is valued, leading to stronger relationships and a more engaged team.

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Full Send | Accounting & Data

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

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In this episode of CAS Minute we break down how to build great client communication cadences and expectations for your CAS clients. We walk through the types of client communications as well as tools necessary to ensure a high degree of consistency.

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Full Send | Accounting & Data

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

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In this episode of CAS Minute, we're addressing objection handling in the sales process. We quickly walk through 5 common objections that you'll face in selling CAS work and some easy ways to respond.

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Full Send | Accounting & Data

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

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Today on CAS Minute we talk about how do you build and incorporate better calls to action for you CAS practice. Listen in to hear about the purpose of CTAs and how to think about them differently in your marketing vs sales rhythms.

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Full Send | Accounting & Data

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

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Today on CAS Minute, we talk about what the Agile Methodology is and what are the key practices and benefits of utilizing it for your CAS practice. Part 2 of 2 on the topic of utilizing an Agile framework in your CAS practice.

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Full Send | Accounting & Data

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

Got a question? Text me!

Today on CAS Minute, we talk about what the Agile Methodology is and what are the key practices and benefits of utilizing it for your CAS practice. Part 1 of 2 on the topic of utilizing an Agile framework in your CAS practice.

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

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Today on CAS Minute, we're talking about setting up onboarding rhythms for your CAS practice. How do you create communication rhythms for your clients to ensure that you're setting them, and your team, up for success in cadence.

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