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CAS Minute

CAS Minute

Von: Roman Villard CPA
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Über diesen Titel

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.

© 2026 CAS Minute
Management & Leadership Ökonomie
  • 97 CAS Ops: Should You Customize Your Services?
    Jan 12 2026

    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

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    8 Min.
  • 96 CAS Ops: The Month-End Close Doesn't Matter
    Jan 6 2026

    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

    Mehr anzeigen Weniger anzeigen
    9 Min.
  • 95 CAS Future: 2025 Wrap, CAS Looking Forward
    Dec 31 2025

    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

    Mehr anzeigen Weniger anzeigen
    26 Min.
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