CAS Clarity in 5 with Tailor Hartman

✋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 Tailor Hartman, Founder of Celerity.

🎯 Firm Goal/Mission: Simplify accounting and empower better business decisions through automation, technology, and proactive insight.

⚙️ Tech Tool: Missive, a collaborative email and task management app that keeps team and client communications in one place.

📊 Favorite KPI: Direct Labor Efficiency Ratio - helps time hiring decisions and balance team workload.

🔑 Getting Unstuck: Workout or cook something elaborate

🔮Did Sooner in Their Accounting Firm: Hire a senior team member earlier to accelerate growth and reduce owner bottlenecks.


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

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Thanks for reading, Luke Templin!

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