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Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast
02/12/2025
Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast
On this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice. Resources: via CPA Trendlines by Penny Breslin, Paula White, Damien Greathead Connect with our guests: Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at
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