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Scaling Your CAS Firm: 5 Key Traits for Success

SCALING YOUR CAS FIRM: 5 KEY TRAITS FOR SUCCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 12, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are you passionate about leading your practice to new heights? Without a clear roadmap, building a new service line or practice that clients can't live without can be challenging. To become a “Cherished Advisor®” —a highly valued strategic partner for your business clients— you need a solid business foundation. 

Join Amy Vetter, a CPA, consultant, and entrepreneur, as she leads an expert panel of Ignition pro-users to share insights and best practices. Learn the top common traits of successful CAS firms and gain actionable tools, tips, and resources to create and maintain a scalable foundation for your business. Don't miss this webinar for firm owners, brought to you by Ignition. 

Learning Objectives:


  • List the common characteristics of successful CAS firms and how you can apply them in your practice

  • Outline how to design an end-to-end customer experience that ensures consistent, high-quality service and engagement

  • Define how to prioritize your staff and needs, avoiding the pitfalls of underselling your value or services

  • Compose the blueprint to develop a B3 Innovation Plan with measurable goals that align with your business objectives and personal purpose

  • Identify insights from a panel of experts and firm owners on the critical steps they took to scale their practices

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning, and helping people accept change.

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Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP) is the CEO of The B3 Method Institute and B3 Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.

Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B3 Method® for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.

As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.

With an MBA and deep entrepreneurial roots, Amy is a skilled C-suite executive and corporate board member. She has deep experience in cloud technology and transformation and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.

Amy authored three books: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, and Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire. Her most recent book is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.

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Ken Aurigemma started Strategic Business Alliance in San Diego in 2009 as a business consulting firm. He brings real-world experience as a Chief Financial Officer and Controller, having worked for organizations such as No Fear, the Navy Exchange Service Command, and LEGO.

With over 35 years of experience in the accounting industry, Ken is a Xero Certified Advisor and a Certified QuickBooks Pro Advisor.

Ken understands the many daily demands that business owners face and provides them with the tools they need to manage and grow their companies. He relies on his CFO-level experience to help business owners find ways to save time and money on their accounting and operational needs.

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Rachel is a lifelong resident of Seymour, Indiana. She began working at what was previously “Mark Dennis & Co” in 2005 while in high school. She graduated from Franklin College with a degree in Quantitative Analysis in December 2009 all while helping at the firm when time allowed. She eventually left to pursue other interests. After the birth of her daughter Hallie in 2016 she decided to come back to help during tax season which led to her passing the CPA exam in 2019. At the start of 2021, she became part owner and the firm began doing business as Dennis & Blish CPA Group. As of January 1, 2024, Rachel will be the sole owner and the firm name will now be Dennis & Blish CPA Inc.

When not at work Rachel enjoys spending time with her husband Clint and daughter Hallie, exercising, playing golf, reading and baking.

About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.