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CAS Minute

CAS Minute

De : Roman Villard CPA
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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.

© 2025 CAS Minute
Direction Economie Management et direction
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    Épisodes
    • 85 CAS Ops: First Hire = Leverage
      Jul 7 2025

      Got a question? Text me!

      🎯 Making Your First Hire in Your Firm: Avoid These Common Mistakes | CAS Minute

      🧠 Ready to grow your firm—but not sure how to hire your first team member? In this episode, Roman shares the biggest hiring mistakes firm owners make, how to avoid them, and how to leverage your first hire for true scale—not just relief.

      Whether you’re a solo CAS practitioner or leading a small but growing team, this episode breaks down the strategic thinking, role selection, and onboarding systems needed to build with confidence.

      ⏱️ Chapters

      01:00 – Are You Really Ready to Hire? 3 Signs to Check

      02:02 – What to Ask Before Starting the Hiring Process

      04:00 – Why My 1099 Contractor Quit in 4 Days

      05:50 – Senior vs. Junior Hire: Pros & Cons

      07:10 – Set Them Up for Success: Onboarding & Expectations

      09:30 – Action Steps: Prep Your First Hire for Success

      📌 Your Hiring Game Plan

      • List your top 5 repetitive, time-consuming tasks
      • Create a 90-day outcome plan for the new hire
      • Talk to 3 other firm owners and learn from their first hire experience
      • Write a “Who-Not-How” hiring statement: Who can permanently take this off my plate?

      🚀 Build Your Firm with Intention

      Don’t hire out of panic. Hire to multiply your impact. Be bold. Be intentional.

      🌐 Check us out at thefullsend.com

      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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      11 min
    • 84 CAS Growth: Your Focus is Limiting Your Growth
      Jun 18 2025

      Got a question? Text me!

      Trying to grow your CAS firm without burning out? This episode is a wake-up call for leaders buried in chaos, distractions, and reactive work.

      Roman shares firsthand lessons from taking time off for family—while still scaling Full Send—by building rhythm, protecting time, and choosing ruthless focus over busywork.

      ⏱️ Chapters

      00:00 – Why I Took a Break from Recording

      02:00 – Time as an Investment: Aligning Tasks with Your Mission

      04:30 – Why Saying “No” Is a Superpower for Firm Owners

      06:00 – Creating a “Not Doing List” to Maintain Clarity

      07:00 – Focus Requires Systems, Not Just Discipline

      09:30 – Kill the Chaos Loops: Protect Your Time from Slack & Email

      11:30 – Asynchronous Updates to Preserve Focus

      13:00 – Why “Slow Is Smooth and Smooth Is Fast” for CAS Firms

      14:00 – Guardrails Equal Growth: Build Systems That Prevent Burnout

      Key Takeaways

      ✔️ Time is your most valuable asset

      Treat it like an investment. Align every task with your firm’s mission.

      ✔️ Saying “no” creates space for strategy

      Eliminate meetings, distractions, and low-value activities—even if they seem “productive.”

      ✔️ Build rhythms, not just to-do lists

      Systematize your week: block focus days, use async tools, and create deep work zones.

      ✔️ Guardrails > Chaos Loops

      Structure protects your energy and mental clarity. Slack and email shouldn’t run your firm.

      ✔️ “Slow is smooth, smooth is fast”

      Speed comes from smooth systems—not rushed execution.


      📌 CAS Leadership Action Plan

      • Write your “Not Doing” list
      • Set a full-day focus block on your calendar
      • Choose 1 firm priority per week
      • Track where your time goes and trim 3 distractions
      • Share your clarity goals with your team


      🔗 Learn more at thefullsend.com

      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

      Afficher plus Afficher moins
      15 min
    • 83 CAS Growth: 10X Is Easier Than 2X
      Apr 7 2025

      Got a question? Text me!

      🔍 Why 10x Growth Is Easier Than 2x for Your CAS Firm | CAS Minute

      🔔 Subscribe for tactical CAS firm growth tips!

      📢 Most firm owners think 10x growth sounds crazy—but what if it’s actually easier than 2x? Inspired by Dan Sullivan’s book “10x is Easier than 2x,” this episode shows you how to simplify, focus, and transform your CAS firm for exponential growth.

      ✔️ The 5 principles of 10x thinking

      ✔️ How to eliminate complexity and scale smarter

      ✔️ Why the top 10% of your business holds all the leverage

      ✔️ Building systems, pricing, and brand that can scale without you

      ⏱️ Chapters

      00:00 – Why 10x Growth Is Easier Than 2x

      00:23 – Applying 10x Thinking to Your CAS Firm

      00:40 – Focus vs. Volume: Identity Shift from Service Provider to Strategic Operator

      01:42 – Keep the Top 10%, Eliminate the Rest

      02:30 – Doing Less, But Better: How Focus Multiplies Growth

      03:32 – People, Process, Pricing: The 3 Drivers of Low Profit Clients

      04:56 – Growth Through Constraint, Not Complexity

      05:49 – Simplified Services, Smaller Teams, and Scalable Packages

      06:49 – Prototype for 1x, Build for 10x, Engineer for 100x

      07:56 – Delegation, Process Playbooks & Scalable Onboarding

      09:15 – Replacing Founder-Led Sales with Productized Offers

      10:47 – The 10x Vision: What Would It Take to Serve 10 Clients at Full Revenue?

      11:41 – Eliminate the 80%, Narrow the Offer, Scale the Systems

      12:58 – Final Thought: 10x Isn’t About More Effort—It’s About More Focus

      Key Takeaways:

      ✔️ 10x growth requires subtraction, not addition—focus on what matters most.

      ✔️ The most scalable firms are built on constraint, not complexity.

      ✔️ If a client, process, or tool doesn’t align—cut it.

      ✔️ Replace “doing more” with doing less, better and at scale.

      ✔️ Founder-led sales only scale so far—invest in brand, offers, and productized delivery.

      🔔 Subscribe & turn on notifications to scale your firm with confidence.

      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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      14 min
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