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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.

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⏱️ 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

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✅ 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.

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📢 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.

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
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