Luke Templin
@luke_templin
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Fractional CFO & CEO at https://t.co/w79cGQKOkj 💸 | Teaching Accountants to be Advisers at https://t.co/qwfvJA9vlW 👨🏫| Tweet about building CAS in accounting firms
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Joined August 2017
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
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Next week, I’m pitching @FinDaily_io live at FATE, the biggest finance & accounting tech event in the US Hundreds of VCs, CFOs, and other finance bros will be there And we get to tell our story on stage Nervous? A bit Excited? 100% NYC, Nov 13–14. Let’s Fing go! 🔗👇
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What if one simple metric could make every accounting client conversation more strategic? That metric is the Labor Efficiency Ratio (LER) It helps answer the most common question your CAS clients have When should I hire or fire? It was the topic I spoke on at Connect last
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Reactive accounting is dead In our latest CAS Clarity in 5 episode, @tailor_hartman explains how AI is changing the game and why proactive communication is the future of client value 🎧 Listen to the full episode 👇🔗
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Living Days: If you saw me at #Connect, you probably didn’t see me in a session Why? Because the best learning doesn’t happen at sessions, it occurs between people From conversations after my presentation to golf to shared meals to running the most fun non-sanctioned session
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CAS Clarity in 5 with @tailor_hartman 5 no-fluff questions with kick C@$ people doing accounting differently 🎯 Firm Goal/Mission: Make accounting simpler, automated, and more valuable for business owners ⚙️ Favorite Tech Tool: Guess what tool saves Tailor the most time 👇
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Living Day: Some of my best business ideas don’t happen in an office They happen here: sunrise, quiet, coffee warm, thoughts clear That’s when clarity shows up My mission with @FinDaily_io & a2 is to provide financial clarity to entrepreneurs so they have more freedom to do
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Accounting firms don’t have a people problem They have a measurement problem The billable hour rewards activity, not results And it’s driving talent away from the profession There’s a better metric: Labor Efficiency Ratio It measures output per dollar of labor, not hours
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Living Days: Pumpkins, fresh air, and one of my favorite courses in town No schedule to race. No inbox to chase. Just clarity, space, and gratitude Freedom isn’t about taking time off. It’s about building a business that lets you actually enjoy the time you have My mission
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Empowering accoutants That is one of many things Chase Birky and I discussed on the CAS Clarity in 5 5 quick questions with CAS leaders. Zero fluff 🎯 Firm Goal: Empowering accountants for better practices, careers, and lives ⚙️ Fav Tech Tool: What is your guess? 👇 📊 Fav
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Big news to share 🎉 @FinDaily_io has been selected as one of 16 fintech startups to reach the finals of the FATE Pitch Stage Next month, I’ll be pitching live in New York City, alongside some of the most innovative minds in finance and accounting tech Excited to represent
einpresswire.com
Renowned angel investors and VCs to judge early-stage businesses and products aimed at accelerating digital transformation.
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Looking forward to presenting at Intuit Connect in 2 weeks. Who all is going?! I am looking forward to connecting IRL with old and new X friends
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Living Day: Golf in the morning. Hawks game at night Reconnecting with high school and college friends. The kind of people who remind you of who you were before the business grind My mission with @FinDaily_io & a2 advisers is to provide financial clarity to entrepreneurs so
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Had a blast chatting with @kellie_parks on CAS Clarity in 5! 🎙️ Loved her energy and her genuine love for @FinDaily_io ❤️ Catch the full convo for more CAS insights 👇
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