We're at CAS 2.0 now? What happened to 1.0? In this episode we will explore exactly what CAS 2.0 is with our special guest Gary Wood, CPA and how we went from CAS 1.0 to CAS 2.0, seemingly overnight.

Gary is a firm owner from Ozark, Missouri (home of the Langmores!) that bought a legacy tax shop and turned it into a modern firm. Gary leveraged the existing client base and his firm is now 70% CAS and thriving. Gary is also a proud alumni of the AICPA Leadership Academy, Class of 2018, along with our co-host Chris Hervochon.

In this episode, we will unpack:

What is CAS 2.0? How does it differ from CAS 1.0?
How to leverage your existing client base and turn them from transactional clients to CAS clients.
Gary's definition of CAS
What is included in a proper CAS offering?
How CAS helps clients thrive

#CAStwitter

"CAS 2.0" with Gary Wood, CPA