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TOPICS / PROFESSIONAL DEVELOPMENT

Bridget Kaigler, CPA, CGMA

Meeting with people directly — rather than relying on a phone call or email — is one of the simple methods Bridget Kaigler, CPA, CGMA, suggests professionals use to build their reputation as leaders.

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.