Today we talk about how to develop a CAS mindset for your firm from the transactional layer upward. We walk through 3 ways that you can educate your team to become advisors.
Resources:
Scribe: https://scribehow.com/
Whale: https://usewhale.io/
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Full Send | Accounting & Data
LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel
