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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-have features in a CAS workflow system.

• A comparison of leading workflow tools.

• How to ensure quality control and scalability.

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Full Send | Accounting & Data

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

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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-specializing and chasing trends.
• When niching makes sense (and when it doesn’t).
• How to balance a broad audience with a clear message.

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Full Send | Accounting & Data

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

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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 into a hub for your firm’s content and expertise.
• Practical strategies for driving traffic from social media and newsletters.
• Tips for overcoming excuses like lack of time or technical skills.

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Full Send | Accounting & Data

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

Got 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 for your clients and partners.
• Practical steps to launch and optimize your referral program.

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Full Send | Accounting & Data

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

Got 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 how to hire proactively.
• How overloading your own plate slows your firm’s growth.
• Practical steps to build a firm that grows intentionally.

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Full Send | Accounting & Data

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

Got 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 as an overlooked product became a billion-dollar trendsetter, your firm can rewrite the narrative and dominate your niche. Let’s dive into the tools you need to make that happen.

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Full Send | Accounting & Data

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

Got 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 and margins for CAS practices.
• Insights into the growing adoption of value-based pricing models and their impact.
• The future of high-level service offerings like CFO services and business insights.

Links and Resources:

2024 CAS Benchmark Survey - https://www.cpa.com/cas-benchmark-survey
CAS 2.0 White Paper and Glossary: https://www.cpa.com/cas
CPA.com Webinars on CAS: https://www.cpa.com/resources?filter=Webinars
Contact Amy Bridges: [email protected]

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Full Send | Accounting & Data

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

Got 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 Strategies: Building a brand, creating content, and networking tips.

Taking Care of Yourself: Tips to take care of your mental and physical health.

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Full Send | Accounting & Data

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

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 trust
• The hidden dangers of scope creep and how to avoid it
• How a clear menu boosts profitability, efficiency, and team morale
• The mindset shift every CAS leader needs to adopt for long-term success

It’s time to ditch the “we do it all” mentality and position your firm as a trusted expert. Watch now to learn how to build a menu that attracts ideal clients and drives real growth.

Don’t forget to like, subscribe, and comment to share your thoughts—do you agree, or do you see things differently?

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

Got 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 collection
• Best practices for cleaning up historical financial data
• Streamlining billing processes during onboarding
• Leveraging technology to automate onboarding tasks
• Enhancing client communication and expectation management

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