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📉 Stop Reconciling to the Penny: Why Materiality Matters in CAS | CAS Minute

Are 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.

⏱️ Chapters

00:45 – Precision vs. Accuracy: What Clients Actually Care About

03:00 – What Clients Really Want: Fast, Directionally Accurate Insights

05:30 – Building Materiality Thresholds Into Your Firm’s Processes

06:00 – How to Train Your Team on Materiality vs. Perfection

✅ Key Takeaways:

• Precision isn’t always valuable. Aim for material accuracy that supports decision-making.
• Chasing pennies wastes margin. Focus on where your time adds the most client value.
• Materiality matters. Learn to set thresholds based on client size and scope.
• Train your team. Stop reinforcing the myth that perfection equals professionalism.
• Challenge assumptions. Ask clients what they actually expect—then deliver accordingly.

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Full Send | Accounting & Data

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