I'm a fan of using tiers to sell CAS in accounting firms: Good, Better, Best Pricing. Tiers allow you to experiment with pricing. My starting point: .- Best price is not more than 50% of the better price.- Good is not more than 25% below the better.- Good is your floor price

Living Days: A tradition I started at my first-ever accounting conference was doing something outdoors to explore nature. I knew no one then, so it was a solo trip chasing Reds 🎣. At BTG, I got in multiple outings with new and old friends. My mission with @FinDaily_io & a2

What if chasing that next revenue milestone in your accounting firm is the reason you're unhappy?. We love the idea of more. More clients = more money = more success. But what if you're scaling a business that takes you further from the life you actually want?. Before you set.

Living Day: Took my girls to see the Dude Perfect show. Watching their faces light up reminded me exactly why I work hard. Then I returned to the golf course I used to caddy at as a kid… this time, to play it. My mission with @FinDaily_io & a2 is to provide financial clarity to

Grateful to be a part of RandyCon aka BTG 🙏. In accounting, high standards are the norm. But we are all human. Roman Villard shared a story (full story 🔗👇) that I can relate to: . We each carry two wolves inside us. One represents fear, anxiety, and doubt. The other: peace,

Quick question 😜 for accounting folks. Has anyone played around with the new text reminders in QBO?

Arrived at BTG, let's go!

Living Days: It’s been a while since I shared a Living Day. I took a summer break from social, but I’ve been living. 🏕️ Camping.🌊 Time on the water.🎣 Fishing.🏌️‍♂️ Plenty of golf.📦 Built and raced a cardboard boat on Father’s Day. My mission with @FinDaily_io & a2 is to provide

I could’ve optimized my girls' back-to-school shopping with a bundle. Instead, we hit the stores. ✅ Learned budgeting.🤷‍♂️ Blew the budget.🫶🏻 Made memories. Reminded me of starting a CAS line. We want to optimize everything before doing the work. But you can’t optimize what you

Intuit’s 2025 Report revealed 3️⃣key insights for CAS advisors:. - Credit cards are the top financing source.- Digital integration & productivity.- Volatility in staffing & hiring. But how do you translate these insights into client success?. I covered how to provide action with.

Who's heading to Bridging the Gap 2025 in Denver? . I’ll be there 🙋‍♂️. I'm thrilled to be sharing the stage with Christine Triantos, Kane Polakoff, and Gail Perry, on July 23rd at 10:20 am. Come say hi 👋. Before the session. After the session. Or when I’m not chasing white ⛳

Over 40% of entrepreneurs check their bank account daily. Staying close to your cash flow is crucial. But checking balances isn't a strategy. It's a reaction. That's exactly why I am building @FinDaily_io . FinDaily automates that habit. And gives you a clear picture of your.

Some clients prefer to discuss every detail. Others give you space to lead. Same deliverable. Completely different dynamic. This week in The Cache CAS, I explore:. ✅ Scarcity vs. abundance mindsets.✅ Why pricing tiers are more than packages.✅ The hidden cost of pricing with.

Entrepreneurs: How often do you check your business bank account? . Curious how financially in-tune owners are with their cash flow.

When you value price in CAS alone, it's hard to see clearly. You second-guess the number.You assume what the client values.You project your budget fears . That’s why I’ve always believed in a simple idea:. Value Pricing by Committee. Not to vote.Not to find the “right” number.But.

Living Days: Making sure the fridge at the pool is well-stocked with snacks 🍦. Working poolside during swim team practices. Entrepreneurship isn't just about money. It's about freedom. To be present. To create moments like these. My mission with @FinDaily_io & a2 is to provide

A lesson in value pricing from hiring a life coach. My accountant instinct was to calculate the hourly equivalent . ❌Hourly rate? Way too high. ❌Task list? Too vague. ❌Comparison? Didn’t add up. But then I realized. I wasn’t hiring a therapist. I was hiring:. ✔ A mirror.

Living Day: Had a ball at the Bull 🐂⛳. I spent a couple of days connecting with an amazing group of guys . Most of it is walking the Sandhills, looking for white round objects. I even found a Bull 🐍. We talked shop, life, and everything in between. Nature and sports have a way

The biggest mistake I see people make when building a CAS offering: . Trying to make it perfect internally before launching. What you think is valuable (tech stack, pricing, fancy website, etc.) might not be to your ideal client. They care about outcomes. Not your website.