CAS Minute

Roman Villard, CPA
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CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools and knowledge you need to succeed—all in just a few minutes.Perfect for busy accounting professionals and firm leaders ready to stay ahead in the rapidly evolving CAS landscape.

  1. 3D AGO

    101 CAS Firm: Build vs Buy?

    Got a question? Text me! Should you build your CAS firm from scratch—or buy an existing one? In this episode, Roman Villard breaks down both paths with real numbers, trade-offs, and a clear decision framework. From acquisition pitfalls to startup loneliness, this is your roadmap to choosing the right launch strategy. — ⏱️ Chapters 01:05 – Example: $400K Revenue Firm for Sale 01:20 – Traditional vs. Modern Firm Multiples 03:00 – Buy Analysis: Revenue Stickiness, Client Fit, Scalability 04:07 – What You’re Really Inheriting When You Buy 05:00 – Why Build? Control, Brand, Clean Tech Stack 07:03 – The Loneliness of Starting From Scratch 08:35– Integration Costs: Time, Dollars, Team Alignment 09:37 – How to Decide: Vision, Fit, Skillset, Capital 12:10 – Know Your Firm Vision Before You Decide — ✅ Key Takeaways: Buying isn’t a shortcut. Most firms on the market are turnarounds in disguise.Building gives control. But requires capital investment and patience.Consider your skillset. Are you a visionary or an integrator?Cash vs Time. Choose based on what resource you can best leverage.Vision wins. Start from a clear idea of what firm you want to build.— 📢 Want to design a modern CAS firm around automation, advisory, and client impact? Tune in weekly for more episodes of CAS Minute — tactical, honest, and future-focused. 🔔 Subscribe & turn on notifications for weekly drops. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

    14 min

  2. FEB 6

    100 CAS Firm: Starting a Firm in 2026? Find Your WHY

    Got a question? Text me! 🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm! Thinking of launching your firm in 2026? In this 100th episode of CAS Minute, Roman shares a raw and honest reflection on what it really takes to start—and stick with—a client advisory firm. From Reddit confessions to personal burnout stories and impact-driven purpose, this episode dives into the emotional and strategic cost of entrepreneurship. If you’re building a firm this year, don’t start without asking yourself: what’s your why? ⸻ ⏱️ Chapters 01:26 – Defining Your WHY as a Firm Owner 01:58 – Reddit Confession: “I Dream of Not Being CEO” 04:19 – Mentorship, Partnerships & Feeling Trapped 08:43 – Facing Instability in the Early Years 11:38 – Your First Client vs. Long-Term Motivation 12:38 – Tying Purpose to Client Outcomes or Greater Causes 15:15 – Physical & Mental Wellness as Business Strategy 18:39 – Work That Fulfills the Heart, Not Just the Mind 22:04 – Don’t Obsess Over Tools—Focus on Outcomes 24:35 – Real Stories: Funding First Descents ⸻ ✅ Key Takeaways: The first year will be hard—many 2025 firms didn’t make it to 2026.Define your “why” early. It’s the only thing that will push you through instability.Suffering isn’t a badge of honor—shift toward joyful productivity.Firm-building is personal—what makes you feel fulfilled?You don’t need a massive mission—but you do need one that matters to you.⸻ 📢 Want to build a CAS firm that lasts—and that you actually love working in? Start with purpose. This episode will help you find it. 🔔 Subscribe and turn on notifications for more CAS Minute episodes each week. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

    27 min

  3. JAN 26

    99 CAS Future: Triple-Entry Accounting

    Got a question? Text me! Triple-entry accounting has been around for quite some time, but may be making its way into the mainstream over the next decade — it’s quietly emerging through blockchain-backed systems that challenge how we think about verification, reconciliation, and trust. In this episode, Roman Villard explores what it is, why it matters, and what you should start learning today to avoid being left behind. ⸻ ⏱️ Chapters 00:00 – Triple-entry? Why this matters for accountants 01:47 – What is triple-entry accounting (in plain English) 03:13 – Key benefits: Validation, reconciliation, and fraud reduction 05:13 – Real-world examples of early triple-entry in action 06:38 – What needs to happen before this becomes mainstream 07:41 – Why mass adoption requires ERP participation 08:43 – What you can do today to get ahead 09:46 – Final thoughts: Stay aware, start learning now ⸻ ✅ Key Takeaways: Triple-entry accounting uses a shared ledger and cryptographic receipts for real-time validation.Reduces reconciliation needs between firms — both parties reference the same verified record.Adoption is early but growing; companies like Request and EY are already implementing it.Education is key: Learn about smart contracts, tokenization, and blockchain accounting mechanics.Your role will evolve from record keeper to data validator — the earlier you adapt, the better.⸻ 📢 Want to keep your firm competitive as the accounting landscape shifts? Start building your knowledge now. Blockchain’s impact won’t be theoretical for long. 🔔 Subscribe and turn on notifications for more CAS Minute episodes. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

    11 min

  4. JAN 23

    98 CAS Mktg: Are you really delivering...PEACE OF MIND?

    Got a question? Text me! Accounting firms love to say they offer “peace of mind,” but what does that actually mean? In this CAS Minute, Roman Villard challenges one of the most overused and underdelivered marketing promises in the profession. He explores what clients really want—and how your firm can deliver trust, clarity, and consistent communication instead of empty buzzwords. ⏱️ Chapters 00:00 – Intro: “Peace of Mind” in Accounting01:19 – Peace of Mind Is an Outcome, Not a Deliverable02:07 – What Clients Actually Want03:08 – Where Firms Fall Short04:46 – Alienation via Accounting Jargon05:20 – How to Actually Deliver Peace of Mind06:47 – Peace of Mind Is Not a Marketing Message✅ Key Takeaways “Peace of mind” is earned, not promised.Clients want trust, clarity, and consistent communication, not vague professionalism.Avoid passive service—be proactive and structure your client touchpoints.Remove jargon and replace it with client-centric clarity.Focus on the outcome of peace through better systems, not just branding.📢 Challenge for Your Firm: Rethink the language on your website. Does it reflect your real client experience? Focus your marketing on the systems and processes that actually generate peace of mind—not the phrase itself. 🔔 Subscribe for more CAS Minute episodes that challenge industry norms and help you scale smarter. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

    8 min

  5. JAN 12

    97 CAS Ops: Should You Customize Your Services?

    Got a question? Text me! 🔔 Subscribe for weekly CAS insights to sharpen your firm’s model and decision-making! Do you bend your service model for special clients? In this CAS Minute episode, Roman Villard unpacks the delicate balance between scalable services and strategic client customization. Learn how to spot valuable custom work, when it becomes scope creep, and how to build a smart R&D loop inside your firm. ⏱️ Chapters 00:00 – Intro: Should You Break Your Model for the Right Client? 00:20 – Customization vs. Scope Creep: Defining the Risk 01:11 – Scalability vs. Relationship: Designing Strategic Custom Services 02:27 – How to Evaluate a Custom Request (Impact + Reuse Potential) 05:13 – Avoid Hero Work: Don’t Let Customization Rely on One Person 06:02 – Train Teams on Saying “No” and Redirecting Wisely ✅ Key Takeaways Design for Customization: Don’t avoid it—plan for it. Productize what gets repeated.R&D Loop: Use special requests to test scalable offerings.Say Yes Selectively: If it strengthens the relationship or creates future leverage.Structure the Exceptions: Build scope, pricing, and team training around custom work.Consistency is Culture: Ad hoc treatment of clients erodes internal clarity.📢 Want to grow your CAS firm without drowning in one-off requests? Learn how to intelligently build for both scale and strategic value — and set your firm apart. 🔔 Subscribe for more episodes of CAS Minute every week. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

    8 min

  6. JAN 6

    96 CAS Ops: The Month-End Close Doesn't Matter

    Got a question? Text me! Is your team still treating the month-end close like the ultimate deliverable? In this episode of CAS Minute, Roman Villard explains why obsessing over a perfect monthly close might be holding your firm—and your clients—back. Learn how to shift your mindset from static reports to continuous insights and unlock the power of real-time decision-making. ⸻ ⏱️ Chapters 00:00 – Intro: Why the Month-End Close Might Be a Distraction 00:45 – Clients Don’t Care About the Close, They Care About the Data 01:30 – When Is “Good Enough” Actually Better Than Perfect? 03:30 – Replace Close Mindset with a Rolling, Real-Time Mentality 05:00 – Train Clients to Expect Data-Driven Insights, Not Static Reports 06:15 – Best Firms Aren’t Faster Closers — They’re Real-Time Advisors 07:30 – Reimagining the Month-End Close for Modern CAS Firms ⸻ ✅ Key Takeaways: The close is a compliance tool — not a decision-making tool.Most clients don’t care about “reconciled to the penny” reports; they care about cash flow, payroll, and clarity.A static close delays insights and forces your team into reactive cycles.Shift to a rolling close mindset supported by daily/weekly processes and real-time dashboards.Train clients to expect actionable, continuous data — not just a monthly PDF.⸻ 📢 Want to build a modern CAS firm that thrives in real time? Ditch the month-end perfection obsession and focus on operational outcomes, rolling workflows, and client-facing insights that matter most. 🔔 Subscribe and turn on notifications for more CAS Minute episodes each week. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

    9 min

  7. 12/31/2025

    95 CAS Future: 2025 Wrap, CAS Looking Forward

    Got a question? Text me! On today’s episode of CAS Minute, we dive into the future of Client Advisory Services (CAS)—what’s broken, what’s evolving, and what you should be building today to thrive tomorrow. With recurring revenue growth, increasing client expectations, AI’s role in workflow, and the ongoing identity crisis of CAS itself, it’s clear that firms can no longer operate on autopilot. We explore the major shifts redefining CAS over the next 3–5 years, and how to think like a founder in a world where your firm could be upended in 30 days. From verticalization to data plumbing, this episode unpacks what top firms are doing—and what most are missing. ⏱️ Episode Highlights: [00:01:18] The definition dilemma: CAS ≠ just fractional CFO or bookkeeping[00:04:23] Near real-time accounting, continuous close, and exception-based workflows[00:07:04] Why verticalization and niche CFO pods are the moat of the future[00:08:55] Subscription models are not optional—they’re the expectation[00:12:41] Systems > tools. The rise of data integration, templates, and governance[00:14:19] The shift from humans + automation to humans + agents[00:15:46] Is your firm providing assurance? The sleeper trend to watch[00:17:30] CAS splits into two paths: commodity CAS vs. operator CAS[00:24:48] CAS is broken as a term—what should we even call this work?💡 “Either you’re advisory, or you’re not. It’s not something you tack on.” Want to be a guest in 2026? Roman is looking to bring more voices into the conversation. If you’re building something interesting or have strong opinions on where the industry is going, reach out. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

    26 min

  8. 11/04/2025

    94 CAS Sales: Try NOT To Sell Your Services

    Got 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 sales toolHow to educate prospects who don’t know what they needWhen to recommend cheaper, lower-touch solutions — and why that worksHow selling against yourself filters the right clients inWhy “not now” can turn into “definitely later”This episode is especially valuable for firm owners, CAS professionals, and advisors who are building high-trust client relationships at scale. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data Fuel

    8 min
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About

CAS Minute is your go-to podcast for actionable insights, strategies, and expert advice to elevate your Client Accounting Services (CAS) practice. Hosted by Roman Villard, CPA, each bite-sized episode dives into key topics like CAS sales, tech stack optimization, operational efficiency, and building a culture that retains top talent. Whether you’re looking to scale your firm, implement the latest accounting technologies, or master the art of advisory services, CAS Minute delivers the tools and knowledge you need to succeed—all in just a few minutes.Perfect for busy accounting professionals and firm leaders ready to stay ahead in the rapidly evolving CAS landscape.

Information

  • Creator
    Roman Villard, CPA
  • Years Active
    2024 - 2026
  • Episodes
    101
  • Rating
    Clean
  • Copyright
    © 2026 CAS Minute
  • Show Website
    CAS Minute