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On today’s episode of CAS Minute, we’re running a workshop on creating client personas to customize your CAS service offerings. We’ll guide you through defining client segments, gathering key data, building persona profiles, and tailoring services and communication strategies for each persona. By the end, you’ll have a clear framework to better understand your clients’ unique needs and deepen client relationships through tailored service offerings.

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On today’s episode of CAS Minute, we explore how brand and technology can help improve retention and recruitment in your CAS practice. We’ll discuss a few reasons why employees may just be more attracted to the type of firm you intentionally build through great branding and connected data. By the end of this episode, you’ll leave with some insights about using technology and your brand to create a workplace that attracts and retains top talent.

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On today’s episode of CAS Minute, we dive into key insights from my session at Intuit Connect on building a brand for your CAS practice. We’ll explore what defines your brand identity, why it's important to maintain consistency across the entirer client experience, and build trust through transparency. Tune in to learn how authenticity and client relationships can help strengthen your brand and differentiate your firm in a competitive market.