CAS Clarity in 5 with Nikole Mackenzie

✋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 Nikole Mackenzie, CEO of Momentumn Accounting.

🎯 Firm Goal/Mission: Make running businesses fun for clients again by removing cash flow and financial stress, showing up as real people, and delivering the financial clarity owners need so the numbers aren’t something they have to worry about.

⚙️ Tech Tool: Reach Reporting

📊 Favorite KPI: Gross profit margin

🔑 Getting Unstuck: A quick ChatGPT brain

🔮Did Sooner in Their Accounting Firm: Launch a newsletter and started EOS L10 meetings earlier.

🗣️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.