$100M Muscles 💪 for accountants Hormozi's Money Models is a gold mine for CAS Not just sales... But guiding entrepreneurs to increase business value Here's how I'm applying it to my fractional CFO firm: 💵My free assessment → now a "win your money back" offer to create a

Living Day: 🍣 Pre-game sushi at one of America’s best restaurants with an entrepreneur friend 🏈 Watching my girls dance under the lights at the football game This is the real ROI of building a business → freedom Not just revenue. Not just growth. My mission with

I don’t think the HIRE Act will bring accounting jobs back to the US What it will do is fuel AI adoption Accounting firms waiting for policy to protect them will get left behind Those leaning into AI will win What are your thoughts #TaxTwitter?

Newsletter hitting this morning! The Topic: How having zero churn for 4 years was a bad thing for my firm. the-net-effect.beehiiv.com/subscribe

Most accounting firms are asking the wrong AI question: ❌ “What tools should we use?” ✅ “What use cases actually work?” One I’ve seen real results from? Marketing That’s why I’m bringing in Micky Deming, founder of Full Stadium Marketing Join us Sept 17th @ 1 pm CST to learn what

Growth has felt slow at times But from 0 to nearly 700 subscribers of The CAS Cache Newsletter, one week at a time Tomorrow, I'm releasing something new CAS Clarity in 5 Five rapid-fire questions with CAS leaders: uncovering the tools, KPIs, and lessons driving CAS success

I am looking forward to this convo today!

CAS Clarity in 5 with Chad Davis 5 quick questions with CAS Leaders. Zero fluff 🎯 Firm Goal/Mission: High impact work + a meaningful life ⚙️ Favorite Tech Tool: I bet you cannot guess it. Drop a comment on what tool you think saves Chad the most time 📊 Favorite KPI: Future

Connor Abene is right Underrated financial habit → weekly reviews→ peace of mind 🧠 With FinDaily, you can take it further by automating the reviews to run without ever logging into an app

Living Day: Archery🏹 Apples 🍎 Fishing🎣 Our weekend was full of family, fresh air, and a fishing derby that got cut short by a sudden storm It reminded me of something I often forget: The real ROI of entrepreneurship isn’t dollars, it’s time Time to be present. Time to make

A top-100 accounting firm sales leader taught me this Never send a naked proposal. If you aren’t live (in the room or on camera), you miss the signals that decide the deal 🙂 A nod = “I’m with you” ⏸ A pause = doubt 🫤 Crossed arms = “not convinced” Accounting & advisory