Hosted by Luke Templin · 🇺🇸 US · EN · 15 episodes
Established thought leaders with verified media credentials.
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.
Luke Templin hosts The CAS Cache, a business show with 15 episodes published.
What if assisted entrepreneurship could unlock sustainable CAS growth without burnout? In this episode of CAS Clarity in 5, Michelle Röse shares how Breakaway built a debt-free, franchise-based model that empowers adviso
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 pr
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 trainin
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 r
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
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 realiz
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,
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
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 i
In this episode of CAS Clarity in 5, Chase Birky, CEO of Dark Horse CPAs, shares how he turned personal burnout into a mission to help CPAs build thriving firms without losing balance. He discusses his firm’s goals, favo
When $100M Money Models sold 2.9 million copies in a single day, millions of entrepreneurs started looking for help turning those frameworks into real profit. In this episode, we break down how CAS and accounting firms c
What if eliminating overwhelm could unlock a lifestyle-friendly bookkeeping firm? In this episode of CAS Clarity in 5, Kellie Parks shares how cloud tech, community, and fixed-fee pricing shaped a smarter, more sustainab
What if Alex Hormozi’s $100M Money Models could reshape how accountants sell CAS? In this episode, Luke Templin shares how he’s restructuring CAS proposals, pricing tiers, and incentives to strengthen client relationship
What if scaling down could unlock more profit, less stress, and a healthier culture? In this episode of CAS Clarity in 5, Chad Davis shares how his firm intentionally reduced headcount from 120 to 60 and built a smarter,
I stopped offering free reviews and applied Hormozi’s $100M models to my CAS sales process. Here’s how it’s changing my firm.
Michelle Rose
transformative Yoga, Pilates, and Breathwork expert · Cleveland/Cuyahoga County Workforce Development Board
1 appearance on this show
Greg Crabtree
Simple Numbers, Straight Talk, Big Profits!: 4 Keys to Unlock Your Business Potential
1 appearance on this show
Nikole Mackenzie
CEO & Founder · Momentum Accounting, Inc.
1 appearance on this show
Roman Villard
Founder · Full Send Finance
1 appearance on this show
Chad Davis
Co-founder & Partner at LiveCA LLP · Abita Brewing Company
1 appearance on this show
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The CAS Cache is hosted by Luke Templin. The show is categorised under business and has published 15 episodes.
The CAS Cache has published 15 episodes.
The CAS Cache regularly covers business. It sits in the business category.
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Episodes of The CAS Cache average 7 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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