The CAS Cache

Luke Templin

Want to grow your firm’s Client Accounting and Advisory Services (CAS)? The CAS Cache unpacks what works (and what doesn’t) in CAS based on real-world experiences. Tune in for expert insights, success and failure stories, and strategies to help your accounting firm build a stronger CAS offering.

  1. 1월 22일

    CAS Clarity in 5: Questian Telka on Building a Mission-Driven CAS Firm

    What if focusing on client retention instead of rapid growth could unlock a more sustainable CAS firm? In this episode of CAS Clarity in 5, Questian Telka shares how mission-driven work, the right KPIs, and documented processes shaped her nonprofit-focused practice. 🌐 She Counts Podcast: https://shecountspodcast.com🔗 Questian Telka on LinkedIn: https://www.linkedin.com/in/questian-telka-ea/ 👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

    8분

  2. 2025. 12. 19.

    Why CAS Advisory Isn’t a Training Problem in Accounting Firms

    A question from The Kick C@$ Community Roundtable sparked a deeper conversation about advisory within accounting firms that want to offer CAS. In this episode, I break down why advisory struggles are rarely about training and more about alignment, communication, and capacity. I share hard-earned lessons from building real-time bookkeeping, insights from Greg Crabtree, and two practical ways to expand advisory without burning out your team. If you’re thinking about scaling CAS advisory, this is the filter to start with.

    4분

  3. 2025. 12. 05.

    Better CAS Advisory: A Narrow Bookkeeping Experiment

    What if avoiding bookkeeping entirely could actually weaken your advisory work? In this episode, Luke Templin breaks down how a single CAS client revealed the limitations of delivering CFO and advisory services without reliable bookkeeping fundamentals in place. Luke shares why he originally built a fractional CFO firm that deliberately avoided bookkeeping and what forced him to rethink that model. When client books became inconsistent, delayed, and unreliable during tax season. The solution wasn’t reviving full-service bookkeeping, but designing a narrow, advisory-aligned bookkeeping experiment focused on one objective: accurate numbers that support advisory. Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at hireteamup.ph.

    4분

  4. 2025. 11. 26.

    CAS Clarity in 5: Nikole Mackenzie on Making Business Fun

    What if your CAS firm’s real superpower was making business fun again for clients by killing cashflow stress and focusing on one core KPI? In this episode: 🎯 Firm Goal/Mission: Make business fun for clients ⚙️ Favorite Tech Tool: Reach Reporting 📊 Favorite KPI: Gross profit margin 🔑 Getting Unstuck: A quick ChatGPT brainstorm 🔮 Did Sooner: Launch a newsletter + EOS L10 Meetings  🌐 Momentum Accounting 🔗 Nikole's LinkedIn 👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies

    7분

  5. 2025. 11. 19.

    Why I’ve Avoided Bookkeeping for Five Years in My CAS Firm (And Why I’m Reconsidering It Now)

    In this episode, I talk about why I’ve avoided offering bookkeeping in my fractional CFO firm for nearly five years. It goes back to burnout from public accounting, payroll emergencies, bill pay disasters, and the realization that full-service bookkeeping is a zero-sum game. I share real stories, including processing payroll from a car during a family trip and the time a client bypassed controls and wired more than $50,000 to a bad actor. These experiences shaped how I built my firm and why I stayed out of bookkeeping for so long. But now I am reconsidering it. One of my clients is consistently months behind because their accountant is split between bookkeeping and tax work. It slows down my team and limits the strategic value we can deliver. So we are exploring a controlled, light-touch bookkeeping model that supports advisory without going back to full-service chaos. Sponsored by TeamUp. Learn how to hire a full-time accountant in the Philippines without an outsourcing middleman at teamup.ph.

    6분

  6. 2025. 11. 11.

    CAS Clarity in 5: Roman Villard on Elevating Outcomes in His Accounting Firm

    What if letting go of perfection unlocked more client value in your accounting firm? In this episode of CAS Clarity in 5, Roman Villard, Founder of Full Send, shares how embracing materiality, running to clear his head, and committing to automation helped him build a more innovative, more intentional CAS firm. 🌐 Full Send: https://www.thefullsend.com/ 🔗 Roman’s LinkedIn: https://www.linkedin.com/in/rdvcpa/ 👉 Subscribe to The CAS Cache newsletter for full insights and weekly CAS strategies: https://cas.beehiiv.com/

    8분

  7. 2025. 10. 30.

    CAS Clarity in 5: Tailor Hartman on Proactive, Automated Accounting

    What if automation could simplify accounting and make it more meaningful? In this episode of CAS Clarity in 5, Tailor Hartman, Founder of Celerity, shares how tools like Missive and a proactive mindset helped him build a more efficient, human-first accounting firm. 🌐 Celerity 🔗 Tailor Hartman’s LinkedIn 📰 The Net Effect Newsletter 👉 Subscribe to The CAS Cache for weekly CAS strategies and firm growth insights: https://cas.beehiiv.com/

    10분

  8. 2025. 10. 22.

    Why the Billable Hour is Killing Accounting Talent (and What to Measure Instead)

    The billable hour is burning out accounting talent, and it’s not just a staffing problem. It’s a measurement problem. In this episode of The CAS Cache, Luke Templin shares why the billable hour has become the worst KPI in accounting and how the Labor Efficiency Ratio (LER) offers a more innovative alternative. You’ll learn: Why utilization is a lagging indicatorHow LER measures value instead of timeThe mindset shift firms need to move from compliance to advisory🔗Join The Kick C@$ Community to connect with other CAS leaders tackling the same items as you. 😎Sponsored by Full Stadium Marketing

    3분
모두 보기(14개)

소개

Want to grow your firm’s Client Accounting and Advisory Services (CAS)? The CAS Cache unpacks what works (and what doesn’t) in CAS based on real-world experiences. Tune in for expert insights, success and failure stories, and strategies to help your accounting firm build a stronger CAS offering.

정보

  • 제작진
    Luke Templin
  • 방송 연도
    2025년 - 2026년
  • 에피소드
    14
  • 등급
    전체 연령 사용가
  • 저작권
    © 2025 The CAS Cache
  • 웹사이트 보기
    The CAS Cache