CAS Clarity in 5 with Michelle Röse

✋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 kick C@$ people: uncovering the tools, KPIs, and lessons driving CAS success.

This episode of the CAS Clarity in 5 is with Michelle Röse, Rounder COO of Breakaway Advising.

🎯 Firm Goal/Mission: Assisted entrepreneurship: empowering advisors to own their business without handling admin, legal, or back-office burdens, while focusing on white-glove service and joy.

⚙️ Tech Tool: Not one single app, but a curated ecosystem of app partners that work seamlessly together, with negotiated pricing and product feedback loops that benefit advisors and clients alike.

📊 Favorite KPI: Turnover: analyzed through the lens of situational vs. systemic to continuously refine and strengthen the model.

🔑 Getting Unstuck: Running decisions through 10 leadership principles and leveraging collective problem-solving with trusted peers.

🔮Did Sooner in Their Accounting Firm: Built an internal “bench” of bookkeepers and advisors to help franchises scale and support clients without burnout.

🗣️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.