CAS Clarity in 5 with Chad Davis

✋Welcome to The CAS Cache, a newsletter designed to help accounting firms grow their CAS offerings.

This series, CAS Clarity in 5, powered by FinDaily.io, brings you five rapid-fire questions with firm leaders: uncovering the tools, KPIs, and lessons driving CAS success.

This episode of the CAS Clarity in 5 is with Chad Davis, co-founder at LiveCA and Automation Town.

🎯 Firm Goal/Mission: Chad’s mission is simple but powerful: “High impact work and a meaningful life.” His firm is designed not just for client growth, but for team well-being and freedom of choice in where and how they work.

⚙️ Favorite Tech Tool: Not surprisingly, his biggest time-saver tool isn’t accounting software; it’s ChatGPT. By automating proposals, sales summaries, and follow-ups, Chad saves nearly 45 minutes per sales call.

📊 Favorite KPI: Instead of obsessing over bank balances or retention formulas, Chad monitors future MRR daily. It acts as a predictive pulse on stability and growth.

🔑 Getting Unstuck: His secret reset? Relocating his RV. That physical movement sparks mental clarity and a fresh perspective.

🔮Did Sooner in Their Accounting Firm: Smarter capacity planning. By scaling back from 120 to 60 employees, his firm built a healthier business model that supports profit, team sanity, and client success.

🗣️Want the full conversation?
Watch the episode on YouTube 👇 or listen on Apple Podcasts or Spotify for the complete CAS Clarity in 5.

⚡Powered by FinDaily.io

Running an accounting firm is challenging enough without the hassle of logging into multiple apps to monitor your firm’s financial health. Get an automated daily or weekly email with your firm’s financial digest 👇.

FinDaily’s automated platform streamlines the process, giving you more time to focus on what matters most - growing your firm. Try FinDaily using the code “kickCAS” for 30% for three months.

Thanks for reading, Luke Templin!

P.S. Enjoy learning from other CAS leaders? Join the Kick C@$ Community risk-free for 30 days. All I ask is that you introduce yourself and jump into one conversation.