279. Stop Chasing A “One Report” Unicorn—Cassmer Ward, Founder, Nexagy Multiply Your Success With Dr. Tom DuFore podcast

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279. Stop Chasing a “One Report” Unicorn—Cassmer Ward, Founder, Nexagy

5d ago 33:36

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How are you reviewing and looking at your company financials? Do you look at them? Our guest today is Cassmer Ward,who shares with us insights to stop chasing "the one" financial report you must have as a leader.

TODAY'S WIN-WIN:
Stop chasing the “one report to rule them all."

LINKS FROM THE EPISODE:

Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/.
You can visit our guest's website at:
- https://cassmerward.com/
- https://nexagy.com/
Attend our Franchise Sales Training Workshop:
https://bigskyfranchiseteam.com/franchisesalestraining/
Connect with our guest on social:
- https://www.linkedin.com/in/cassmerward/
- https://www.youtube.com/@NexagyEducation
- https://www.tiktok.com/@cassmerhward
- https://www.instagram.com/cassmer_ward/
- https://www.facebook.com/CassmerWard
- https://x.com/cassmerward

ABOUT OUR GUEST:
Cassmer Ward is a Financial Executive and business educator with over 20 years of experience in accounting, operational strategy, and entrepreneurship. He works with clients across industries to uncover the key drivers of growth and financial health. As an adjunct instructor at Queens University’s McColl School of Business, he’s known for translating complex business concepts into engaging, accessible formats including his book How Much Does It Cost to Make a Donut? and an online “Netflix-style” entrepreneurship course. With a background in Accounting, Management Information Systems, and Strategic Leadership, Cass combines financial acumen with creative problem-solving to guide both business owners and students toward smarter decisions and sustainable growth.

ABOUT BIG SKY FRANCHISE TEAM:
This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/.

The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

Chapters

1. Opening & Guest Introduction (00:00:00)

2. Can AI Replace Accounting Roles? (00:02:04)

3. AI’s Limits: Insight vs Execution (00:05:20)

4. Roles: Bookkeeper vs Controller vs CFO (00:08:10)

5. Reporting Structure That Drives Decisions (00:12:40)

6. Franchising: Value, ROI, and Metrics (00:16:30)

7. Accounting Specialties Beyond Taxes (00:20:30)

8. What Reports Actually Matter (00:24:00)

9. Misses, Makes, and Ethical Pivots (00:27:10)

10. Multipliers: Hiring to Scale Capacity (00:31:10)

279 episodes

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