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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.

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
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