Shows
CAS Minute94 CAS Sales: Try NOT To Sell Your ServicesGot a question? Text me!In today’s episode of CAS Minute, we flip the traditional sales script and explore a powerful — and counterintuitive — technique: selling against your firm. Roman shares how being upfront about when you’re not the best fit can create trust, filter the right clients, and even lead to stronger long-term relationships (and referrals).Whether you’re walking prospects through pricing, positioning your service, or helping them evaluate alternatives, this episode offers a masterclass in values-driven, trust-first sales.You’ll learn:Why honesty is your most effective sa...
2025-11-0408 minCAS Minute93 CAS Future: 6 Real Questions From Accounting StudentsGot a question? Text me!🎓 The Future of Accounting: AI, Entry-Level Roles & Entrepreneur Advice🔔 Subscribe for weekly CAS insights that help you lead in an AI-powered worldWhat’s the future of accounting in the age of AI—and what should the next generation be learning now? In this episode of CAS Minute, Roman Villard recaps a live Q&A with DePaul University students. From staying ahead of AI trends without a tech background to rethinking the entry-level accounting role, this episode breaks down what firm owners, students, and future ent...
2025-10-1412 minCAS Minute92 CAS AI: So What If AI Can Take Our Jobs?Got a question? Text me!📉 What If AI Does Take Our Jobs? | CAS Minute🔔 Subscribe for weekly insights to build a smarter, future-ready CAS firmWhat if the doomsday scenario isn’t robots stealing your job, but you failing to adapt? In this episode of CAS Minute, Roman Villard explores the uncomfortable but urgent question: What if AI really does make us irrelevant? Learn how to reposition your firm, reframe your mindset, and future-proof your CAS practice by building deeper advisory services, operational intimacy, and AI literacy—before i...
2025-10-0812 minCAS Minute91 CAS Mktg: Industry Advisory Councils - How and Why to Join ThemGot a question? Text me!🎙️ Why You Should Join an Accounting Advisory Council📌 Thinking of getting more involved in shaping the future of accounting tech? In this episode, Roman Villard shares his journey into advisory councils—what they are, why they matter, and how accountants like you can get involved.⸻⏱️ Chapters00:24 – What Are Advisory Boards & Why Do They Exist?01:58 – From Vendor to Partner: Changing Your Mindset02:45 – How to Get on a Council: Conferences, Relationships & Visibility03:43 – The Application & Interview Process Explai...
2025-10-0607 minCAS Minute90 CAS Mktg: Are You REALLY a Fractional CFO?Got a question? Text me!“Fractional CFO” is trending—but what does it really mean? In this CAS Minute, Roman Villard calls out the growing misuse of the title and lays out the clear differences between bookkeeping, controller work, and true CFO strategy. If you’re spending 90% of your time in QuickBooks, this one’s for you.⸻⏱️ Chapters00:39 – Most “Fractional CFOs” Are Doing Bookkeeping + Reporting01:51 – Chart of Accounts ≠ Strategy02:30 – What True CFOs Actually Do04:20 – Client Expectations vs. Reality: Controller ≠ CFO05:01 – The CFO’s Role: Driving Action from Da...
2025-09-2408 minCAS Minute89 CAS Growth: Outsourcing Doesn't ScaleGot a question? Text me!Why Outsourcing Isn’t the Silver Bullet for Scaling Your CAS Firm🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm!Drowning in client work and thinking outsourcing is your way out? Think again. In this episode of CAS Minute, Roman Villard, CPA explains why outsourcing without foundational systems can make things worse, not better. Learn how to avoid chaotic delegation, build workflows that actually scale, and make outsourcing a tool, not your entire strategy.⸻⏱️ Chapters00:00...
2025-09-2209 minCAS Minute88 CAS Tech: 2 Recs...but Stop Following TrendsGot a question? Text me!🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm!Tired of chasing every new app or automation trend? In this episode of CAS Minute, Roman Villard calls out the shiny object syndrome plaguing modern accounting firms—and offers a practical mindset shift for building a tech stack that works for your team, your workflows, and your clients.Learn how to avoid tech debt, reduce distractions, and make smarter, stability-focused decisions that actually improve your firm’s performance.⸻⏱️ Chapters00:00 – Intro: Stop Cha...
2025-09-1511 minCAS Minute87 CAS Sales: Saying NO to a ProspectGot a question? Text me!Tired of taking on clients who drain your team and destroy your margins? In this episode of CAS Minute, Roman Villard breaks down why saying no to the wrong clients is one of the most powerful things a CAS firm can do. Learn how to build filters into your sales process, protect your team’s time, and position your firm for premium work—all while strengthening your brand reputation.⸻⏱️ Chapters00:00 – Intro: Why Saying No Is So Hard (But So Necessary)01:07 – Bad Clients Ar...
2025-09-1210 min
Full Send CFOHow to Read Your Financials Like a CFO | Ep 14In this episode, Roman breaks down how to read your P&L, balance sheet, and cash flow statement like a CFO—so you can make smarter decisions, spot red flags faster, and grow your business with confidence.Want to get crystal clear on your business finances and finally scale with confidence? Go here: https://www.thefullsend.comFull Send is an accounting firm built for growing SMBs.We don’t just handle your books; we help you build financial clarity, cash flow confidence, and systems that scale.From tax strategy to frac...
2025-09-0907 minCAS Minute86 CAS Ops: Stop Reconciling to the PennyGot a question? Text me!📉 Stop Reconciling to the Penny: Why Materiality Matters in CAS | CAS MinuteAre you still chasing down every last 2¢ discrepancy? In this episode of CAS Minute, Roman Villard challenges one of accounting’s sacred cows: penny-perfect reconciliations. Learn why directional accuracy, materiality, and decision-useful data are far more valuable than perfection — and how to shift your team’s mindset to prioritize client outcomes over spreadsheet symmetry.⏱️ Chapters00:45 – Precision vs. Accuracy: What Clients Actually Care About03:00 – What C...
2025-09-0909 minCAS Minute85 CAS Ops: First Hire = LeverageGot a question? Text me!🎯 Making Your First Hire in Your Firm: Avoid These Common Mistakes | CAS Minute🧠 Ready to grow your firm—but not sure how to hire your first team member? In this episode, Roman shares the biggest hiring mistakes firm owners make, how to avoid them, and how to leverage your first hire for true scale—not just relief.Whether you’re a solo CAS practitioner or leading a small but growing team, this episode breaks down the strategic thinking, role selection, and onboarding s...
2025-07-0710 minCAS Minute84 CAS Growth: Your Focus is Limiting Your GrowthGot a question? Text me!Trying to grow your CAS firm without burning out? This episode is a wake-up call for leaders buried in chaos, distractions, and reactive work.Roman shares firsthand lessons from taking time off for family—while still scaling Full Send—by building rhythm, protecting time, and choosing ruthless focus over busywork.⏱️ Chapters00:00 – Why I Took a Break from Recording02:00 – Time as an Investment: Aligning Tasks with Your Mission04:30 – Why Saying “No” Is a Superpower for Firm Owners06:00 – Creating a “Not Doin...
2025-06-1814 minFull Send CFOHow To Navigate Your First Financial Audit | Ep 6📊 How to Prepare for Your First Financial Audit | Full Send CFO🔔 Subscribe for more CFO insights & financial strategies!📢 Facing your first financial audit? It can be daunting, but with the right preparation, you can navigate it smoothly. In this episode, we cover:✔️ What triggers a financial audit and why companies need one✔️ The CFO playbook for audit preparation✔️ How to ensure your financials are audit-ready and avoid common pitfalls⏱️ Chapters00:00 - Introduction: Preparing for Your First Audit00:56 - What is a Financial Audit?01:44 - Commo...
2025-03-2612 minCAS Minute82 CAS Growth: Measuring Fractional CFO Service ValueGot a question? Text me!💰 How to Measure & Justify Your Value as a CAS or CFO Advisor | CAS MinuteLink to YouTube Video📢 Ever wonder how some firms charge premium prices for CFO and CAS services? Many firms struggle to justify their pricing because they don’t have clear ways to measure their impact. In this episode, we break down:✔️ How to track and prove the value of your advisory services✔️ Key metrics beyond revenue & profitability that show your true impact✔️ How d...
2025-03-1908 minFull Send CFOProfitability ≠ Cash Flow | Ep 5💰 Why Your Profits Aren’t in Your Bank Account (Cash Flow vs. Profit Explained)📢 Are you making a profit but still struggling with cash flow? Many businesses are profitable on paper but find themselves taking loans to cover payroll and expenses. In this episode, we break down:✔️ Why profit ≠ cash flow✔️ Where your money is actually going✔️ How to fix cash flow gaps and improve financial health🔔 Subscribe for more financial insights!⏱️ Chapters00:00 - Introduction: Profit vs. Cash Flow00:09...
2025-03-1907 minFull Send CFODifference Between a Budget and a Forecast | Ep 4📊 Budgeting vs. Forecasting: Why Your Business Needs Both | Full Send CFO🔔 Subscribe for more CFO insights & financial strategies!📢 Are you treating budgeting and forecasting as the same thing? Many business owners do—and it’s a costly mistake. In this episode, we break down:✔️ The key differences between budgeting & forecasting✔️ How CFOs use them together to drive business success✔️ Why budgets are static, but forecasts must be updated✔️ How to build a simple budget & rolling forecast today⏱️ Chapters00:00 - Introduction: Budgeting vs. Forecasting00:32 - The CFO Mindset: How Budgeting & Forecast...
2025-03-1208 minCAS Minute81 CAS Growth: How To Find Top Talent In CASGot a question? Text me!🚀 Rethinking Hiring in CAS: How to Build a Talent Pipeline | CAS Minute🔔 Subscribe for more CAS growth strategies!📢 The traditional hiring model for accounting firms is broken. Posting a job, filtering resumes, and hoping for the best doesn’t work when top talent is already employed. In this episode, we break down:✔️ Why a reactive hiring approach is failing CAS firms✔️ How to attract top talent through branding & messaging✔️ Why adaptability is more important than...
2025-03-0709 minFull Send CFOHow To Use A Business Line of Credit Like A CFO | Ep 3How to Use a Line of Credit the Right Way | Full Send CFO🔔 Subscribe for more CFO insights & financial strategies!📢 A line of credit can be a powerful tool for cash flow management—but only if used correctly. In this episode, we cover:✔️ What a line of credit really is (and what it isn’t)✔️ The best times to use it for growth without risking financial strain✔️ Biggest mistakes businesses make with lines of credit✔️ How to manage it like a CFO for long-term success⏱️ Chapters00:00 - Introduction: The Power & Risk...
2025-03-0507 minCAS Minute80 CAS Ops: How To Shift From Compliance Into Advisory ServicesGot a question? Text me!🚀 How to Shift from Compliance to Advisory Services | CAS Minute📢 Want to shift from compliance-based services to high-value advisory work? Many firms struggle with this transition, but it’s possible to build a seven-figure advisory practice by making the right moves. In this episode, we break down:✔️ Why compliance services are low-margin & commoditized✔️ The mindset shift required to move into advisory✔️ How to position advisory services to your existing clients✔️ Step-by-step actions t...
2025-03-0310 minFull Send CFOHow To Find a Business Bank Like A CFO | Ep 2🏦 How to Choose the Best Business Bank | Full Send CFO🔔 Subscribe for more CFO insights & financial strategies!📢 Choosing the right business bank is more than just convenience—it’s about optimizing cash flow, fees, and growth potential. In this episode, we cover:✔️ The biggest mistakes business owners make when selecting a bank✔️ Key factors CFOs consider when choosing a banking partner✔️ Best banking options for small and growing businesses✔️ How to avoid hidden fees and cash flow issues⏱️ Chapters00:00 - Introduction: Why Choosing the Right Bank Matters00:44 - The Mistake o...
2025-02-2607 minCAS Minute79 CAS Mktg: Personal Brand vs Business BrandGot a question? Text me!🚀 Personal vs. Business Brand: Where Should You Focus?🔔 Subscribe for more CAS growth strategies!📢 Should you focus on building a personal brand or a business brand? Many CAS firm owners struggle with balancing both. In this episode, we break down:✔️ The role of personal branding in growing your firm✔️ Why your business brand must stand on its own✔️ How to balance content creation while running a firm✔️ Practical steps to build brand equity & attract clients⏱️ Chapters00:00 - Introduction: Balancing Content & Running a CAS Firm00:20 - Person...
2025-02-2411 minCAS Minute78 CAS Sales: I Got Rejected. Ugh.Got a question? Text me!💼 How to Handle Sales Rejection in Client Advisory Services (CAS)🔔 Subscribe for more CAS business growth strategies!📢 Struggling with sales rejections in your CAS firm? Every advisory professional faces rejection, but the key is knowing how to handle it strategically. In this episode, we break down:✔️ The most common sales objections CAS firms face✔️ How to position value over price in advisory services✔️ Follow-up strategies that turn lost deals into future clients⏱️ Chapters00:00 - Introduction: Rejection in Client Advisory Services (CAS)00:14...
2025-02-1409 minCAS Minute77 CAS Sales: 3 Questions to Close More DealsGot a question? Text me!On today’s episode of CAS Minute, we’re talking about the questions that actually move CAS deals forward. These aren’t surface-level, checkbox questions—they’re designed to uncover deeper needs, understand client expectations, and frame your services as the best solution. Whether you struggle with getting prospects to open up or you want to refine your discovery process, these questions will transform your sales conversations.Key Takeaways: • Why asking great questions is the key to closing CAS deals. • The essential questions to ask in every sales conversati...
2025-02-1007 minCAS Minute76 CAS Growth: Fractional CFO Services? Start Solving Problems.Got a question? Text me!On today’s episode of CAS Minute, we’re diving into the world of virtual CFO services. Unlike traditional bookkeeping or compliance work, virtual CFOs focus on solving strategic financial problems. We’ll explore what this role looks like, how to deliver it effectively, and whether it makes sense for your firm to add it as a service.Key Takeaways:• What a fractional CFO actually does (and what they don’t do).• How fractional CFO services differ from standard advisory services.• The k...
2025-02-0709 minCAS Minute75 CAS Ops: Choosing A Workflow Management ToolGot a question? Text me!On today’s episode of CAS Minute, we’re diving into workflow systems for CAS firms. We’ll cover why workflow is more than just task management, what features to prioritize, and the pros and cons of leading tools like Financial Cents, Karbon, Canopy, and mainstream project management software. If you’re looking for a scalable, efficient way to manage client work and quality control, this episode is for you.Key Takeaways:• Why workflow is more than just a task list.• The must-hav...
2025-02-0309 minFull Send CFOStop Managing Finances Based On Your Bank Balance | Ep 1Financial statements aren’t just for tax season—they’re the roadmap to smarter business decisions. In this episode of Full Send CFO, we break down how your P&L, balance sheet, and cash flow statement provide critical insights that drive growth, profitability, and strategic moves. Learn how to read between the numbers and use financial statements as a tool, not just a report.In this episode, we cover:How each financial statement tells a different part of your business storyThe key metrics and tr...
2025-01-2907 minCAS Minute74 CAS Growth: Niching is Overrated...?Got a question? Text me!On today’s episode of CAS Minute, we’re taking a tongue-in-cheek look at the advice to “niche down.” While niching can bring clarity and focus, it also comes with challenges: smaller markets, limited scalability, and the risk of following trends too closely. We’ll cover the pitfalls of extreme niching, how to determine the right level of focus, and why staying broad might be the smarter play for your CAS firm.Key Takeaways:Why niching isn’t always the right strategy for scaling.The risks of over-special...
2025-01-2910 minCAS Minute73 CAS Growth: Blog For Growth in 2025Got a question? Text me!On today’s episode of CAS Minute, we’re redefining blogging for accounting firms. Blogging is no longer about gaming SEO or chasing search rankings—it’s about creating a hub that connects your audience to your expertise and services. We’ll dive into why blogging remains relevant, how to leverage it in an era dominated by social media, and how to create content that builds trust and drives leads.Key Takeaways:Why blogging isn’t about SEO anymore—and what to focus on instead.How to turn your blog...
2025-01-2708 minCAS Minute72 CAS Sales: 5 Referral Programs You Can CreateGot a question? Text me!On today’s episode of CAS Minute, we’re rethinking referrals. It’s time to move beyond passive expectations and start building a system that works. From flat fees to tiered rewards, we’ll walk through the most effective methodologies for compensating clients and partners for referrals. You’ll leave with actionable strategies to create a program that consistently drives high-value leads.Key Takeaways:Why relying on goodwill alone won’t generate consistent referrals.The most effective compensation structures for CAS firms.How to choose the right incentives f...
2025-01-2406 minCAS Minute71 CAS Growth: Lessons Learned...3 Mistakes I Made Early OnGot a question? Text me!On today’s episode of CAS Minute, I’m diving into the top 3 mistakes I made when starting my CAS firm. From overestimating capacity to underpricing services, I’ll share how these challenges impacted my firm and the lessons I’ve learned to avoid repeating them. Whether you’re in the early stages of building your firm or scaling to the next level, these insights will help you navigate common pitfalls.Key Takeaways:Why underpricing services can cost more than you think.The dangers of hiring too late—and h...
2025-01-2209 minCAS Minute70 CAS Growth: Why Your Firm Should Be More Like Cottage CheeseGot a question? Text me!On today’s episode of CAS Minute, we explore strategies to revitalize your CAS firm and drive growth. Inspired by the unexpected industry comeback of cottage cheese, we unpack how rebranding, targeting emerging leaders, and innovating your services can transform your firm into a market leader.Learn how to modernize your firm’s image and break free from outdated perceptions.Discover why younger, digitally savvy clients hold the key to sustained growth.Understand the importance of innovation—not just in marketing but in how you deliver value to your clients.Just a...
2025-01-2006 minCAS Minute69 CAS SPECIAL: A Conversation With Amy Bridges - CAS Benchmark SurveyGot a question? Text me!On today’s episode of CAS Minute, we dive into the 2024 CAS Benchmark Survey with Amy Bridges from CPA.com. With her extensive experience in practice development and data-driven strategies, Amy unpacks the key findings from the latest survey. Discover actionable insights for CAS practitioners looking to elevate their services, drive growth, and optimize strategy heading into 2025.Key Takeaways:How the 2024 CAS Benchmark Survey was designed and key changes in methodology.The importance of defined strategies and plans in driving CAS growth and profitability.Why standardizing processes boosts revenue an...
2025-01-1748 minCAS Minute68 CAS Growth: Tips for Starting an Accounting Firm in 2025Got a question? Text me!On today’s episode of CAS Minute, we dive into what it takes to start an accounting or CAS firm in 2025, reshaping how entrepreneurs approach the accounting industry. From cutting-edge technology to niche positioning, we cover everything you need to build a future-proof firm.Key points include:The 2025 Landscape: Emerging trends shaping accounting and CAS firms.Tech as Your Foundation: AI, automation, and cloud tools you need from day one.Choosing Your Niche: Why specialization is the key to growth.Go-To Market St...
2025-01-1524 minCAS Minute67 CAS Ops: You DON'T Have a Services Library?Got a question? Text me!Is your CAS firm running efficiently, or are you stuck in the chaos of undefined services?In this episode of CAS Minute, we uncover why a lack of a clear service menu could be holding your firm back. From managing scope creep to enhancing client trust, we’re breaking down the real costs of not defining your offerings—and how a structured service menu can transform your CAS practice.Here’s what you’ll learn:Why unclear service offerings frustrate clients and erode trustThe...
2025-01-1308 minCAS Minute66 CAS Growth: Client Onboarding is HARD, Let's Make it EasierGot a question? Text me!In this episode of CAS Minute, we tackle the complexities of client onboarding in accounting firms, focusing on effective information gathering, historical data cleanup, and streamlined billing processes. Learn actionable strategies to enhance your onboarding experience, ensuring accuracy, efficiency, and client satisfaction.Overcoming challenges in client information collectionBest practices for cleaning up historical financial dataStreamlining billing processes during onboardingLeveraging technology to automate onboarding tasksEnhancing client communication and expectation managementThanks for listening! Come Say Hi 👋 Full Send | Accounting & DataLinkedIn: Roman Villard, CPAX: @FullSendCPA
2025-01-1007 minCAS Minute65 CAS Growth: Building Scalability, a Personal ExperienceGot a question? Text me!On today’s episode of CAS Minute, Roman Villard shares how Full Send has introduced scalability into their CAS practice. Learn how centralizing knowledge with Notion, standardizing processes with a data warehouse, and building a scalable, market-aligned brand can help your firm grow sustainably. Whether you’re streamlining internal workflows or enhancing client engagement, this episode is packed with actionable strategies.• Centralizing firm knowledge with Notion• Standardizing processes and data in a scalable data warehouse• Building a brand that resonates with your target marketThanks for listening...
2025-01-0806 minCAS Minute64 CAS Sales: Charm Pricing, is it Right For CAS?Got a question? Text me!On today’s episode of CAS Minute, we dive deep into the strategy of charm pricing and how it can reshape the way you present your services to clients. Learn why pricing like $4,999 is perceived differently than $5,000, the psychological principles behind this tactic, and how you can implement charm pricing to boost revenue and client conversions in your CAS practice.• Understanding the psychology behind charm pricing• Why charm pricing increases perceived value and affordability• Are you a Porsche or a Kia?• How to balance charm pricing with profession...
2025-01-0605 minCAS Minute63 CAS Sales: Stop Selling Services, Start Selling OutcomesGot a question? Text me!On today's episode of CAS Minute, we dive into the critical transition from selling services to selling outcomes, reshaping how CAS firms engage with clients to deliver long-term value. We explore the emotional connections created through outcome-driven narratives, the importance of differentiation in service offerings, and actionable strategies to reframe sales conversations for maximum impact.• Why selling outcomes resonates more than listing services• Building trust and emotional buy-in with clients• Differentiating your firm through strategic, results-focused selling• Justifying premium pricing with tangible client benefits• Asking the right ques...
2025-01-0106 minCAS Minute62 CAS Recap: Top CAS Insights to Take Into 2025Got a question? Text me!On today’s special episode of CAS Minute, we wrap up 2024 with a countdown of the year’s top insights for CAS leaders. From building a data infrastructure and simplifying your tech stack to adopting the ‘Give First’ sales strategy and charging for onboarding fees, these tips represent the best strategies we’ve shared to grow and future-proof your firm. If you’re looking for actionable takeaways to kickstart 2025, this recap episode has you covered.Thanks for listening! Come Say Hi 👋 Full Send | Accounting & DataLinkedIn: Roman Villard...
2024-12-3108 minCAS Minute61 CAS Next: Benchmark Survey - Scope Creep, Service Bundling, and Ideal Client ProfileGot a question? Text me!On today’s episode of CAS Minute, we explore three levers to accelerate revenue growth in your CAS practice: pricing models, bundled services, and client alignment. Using data from CPA.com’s CAS Benchmark Survey, we discuss how transitioning to fixed pricing drives steady growth but requires proactive scope monitoring to protect margins. We also highlight how bundling services with tailored tech stacks boosts recurring revenue and how clearly defining your ideal client profile can drive both sales and service efficiency. Don’t miss this practical guide to unlocking growth through smarter strate...
2024-12-2705 minCAS Minute60 CAS Holiday: Merry Christmas, Time for more EggnogGot a question? Text me!Merry Christmas from CAS Minute.Thanks for listening! Come Say Hi 👋 Full Send | Accounting & DataLinkedIn: Roman Villard, CPAX: @FullSendCPAYouTube: Full Send - Accounting & DataData Podcast: Data Fuel
2024-12-2500 minCAS Minute59 CAS Next: Benchmark Survey - Charging Tech Fees, Client Rentention, & Workforce GlobalizationGot a question? Text me!On today’s episode of CAS Minute, we focus on how your technology decisions shape client retention, employee satisfaction, and scalability in your CAS practice. Data from CPA.com’s CAS Benchmark Survey shows that firms charging for tech setup fees generate higher revenue per client, while those experiencing higher staff stability enjoy better client retention. We also uncover how outsourcing transactional tasks boosts efficiency but requires a balance with domestic teams for strategic services. If you’re ready to future-proof your CAS firm, this episode is packed with insights to help you th...
2024-12-2306 minCAS Minute58 CAS Next: Benchmark Survey - Scaling SMART - Niching & StaffingGot a question? Text me!On today’s episode of CAS Minute, we explore how focusing on niche strategies and dedicated CAS staffing can unlock higher profitability for your firm. We dive into data from CPA.com’s CAS Benchmark Survey, revealing that firms generating over 50% of their revenue from niches report 51% higher median billings per client, yet many lack tailored processes and technology to fully capitalize. We also discuss why firms with full-time CAS staff achieve higher margins and net client fees per professional. Tune in for actionable tips to align your niche strategy and staffing mode...
2024-12-2005 minCAS Minute57 CAS Tech: What's NEXT for CAS Tech? (4 of 4)Got a question? Text me!On today’s episode of CAS Minute, we wrap up our four-part series on CAS technology with a forward-looking discussion on what’s next for CAS practices in 2025. We focus on three key areas to watch: the rise of AI agents for automating repetitive tasks, the importance of building a robust data infrastructure to enable actionable insights and AI integration, and the shift toward a continuous close process to deliver timely financials. These transformative concepts are reshaping how CAS firms operate, making it easier to scale, improve client outcomes, and differentiate from prod...
2024-12-1805 minCAS Minute56 CAS Tech: 3 Ripple Effects of your Tech Decisions (3 of 4)Got a question? Text me!On today’s episode of CAS Minute, we dive into the ripple effects of your CAS tech stack decisions and explore three compelling reasons to lean in: efficiency, future-proofing, and talent retention. Technology isn’t just about improving workflows—it shapes how your team operates, how your firm competes, and how you attract and retain top talent. From incentivizing efficiency gains to building a data infrastructure that enables AI, we’ll discuss how smart tech decisions today set the stage for long-term success. Plus, we explore why Gen Z’s tech expectations are reshap...
2024-12-1605 minCAS Minute55 CAS Tech: Condensing your Tech (2 of 4)Got a question? Text me!On today’s episode of CAS Minute, we continue our series on building an optimal tech stack by diving into the concept of condensing your tech stack. Inspired by insights shared at Digital CPA, I reflect on the balance between exploring new technology and simplifying your systems to scale effectively. We’ll discuss how a streamlined tech stack, like the one used by Dean Dorton, enables operational efficiency, improves team scalability, and supports processes like the continuous close. I’ll also share how Full Send has found value in condensing tools while levera...
2024-12-1305 minCAS Minute54 CAS Tech: Optimal Tech Stack (1 of 4)Got a question? Text me!On today’s special episode of CAS Minute, we kick off a multi-part series diving into building an optimal tech stack for your CAS practice. In this first installment, I share two foundational elements that drive success: data infrastructure and technology threading. We explore how a centralized data strategy not only improves internal efficiency but also empowers you to make smarter decisions about client profitability, service margins, and firm growth. I also highlight the importance of leveraging multi-purpose tools to streamline workflows and reduce redundancy, ensuring your tech stack works seamlessly across yo...
2024-12-1105 minCAS Minute53 CAS Sales: Finding Clients on Day 1, A Beginner GuideGot a question? Text me!On today’s episode of CAS Minute, we dive into how to find new clients for your CAS practice, especially if you’re just starting out. From leveraging your network and defining a niche to creating thought leadership and building referral partnerships, we’ll cover actionable strategies to help you land your first few clients and grow with confidence. If you’re ready to kickstart your client acquisition journey, this episode is for you!Thanks for listening! Come Say Hi 👋 Full Send | Accounting & DataLinkedIn: Roman Villard, CP...
2024-11-2506 minCAS Minute52 CAS Ops: CAS 2.0? It's Missing Something HUGE.Got a question? Text me!On today’s special episode of CAS Minute, we take a closer look at CPA.com’s CAS 2.0 framework—a strong foundation for scaling advisory services. While the framework does a great job of outlining strategy, practice development, and operational excellence, it misses a critical piece: the transformative role of data. Join me as I share my thoughts on where CAS 2.0 shines, where it falls short, and how firms can harness both internal and external data to elevate their CAS practices and deliver unmatched client value.Link to CPA.com CAS 2...
2024-11-2205 min