Kicking CAS – Lunch & Learn Series… Marketing Without a Department

Featuring Jamie Miller | Partner & Co-Founder, Marketing by Numbers

You want to grow CAS.

But your firm doesn’t have a marketing department, or if you do, they’re stretched thin.

So client communication becomes inconsistent. Half-hazard. Reactive. And the advisory services your clients would benefit from? They go unnoticed.

In this 30-minute Kicking CAS Lunch & Learn, Jamie Miller joins us to talk about how mid-market CPA firms can build consistent, educational marketing without adding headcount.

We’ll cover:

• Why client education is the most overlooked client growth lever
• How to start with a newsletter that actually drives advisory conversations
• What most firms get wrong about thought leadership
• How AI can act as an assistant to amplify your expertise (not replace it)
• How consistent communication builds trust, retention, and revenue

This isn’t about becoming marketers.

It’s about making sure your clients know what you already do — and what they should be asking you for.

If growth feels stuck because visibility is low, this session will challenge you.

Bring your questions. We’ll bring the candor.