CAS Minute

著者: Roman Villard CPA
  • サマリー

  • 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
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あらすじ・解説

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
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  • 83 CAS Growth: 10X Is Easier Than 2X
    2025/04/07

    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 分
  • 82 CAS Growth: Measuring Fractional CFO Service Value
    2025/03/19

    Got a question? Text me!

    💰 How to Measure & Justify Your Value as a CAS or CFO Advisor | CAS Minute

    Link to YouTube Video

    📢 Ever wonder how some firms charge premium prices for CFO and CAS services? Many firms struggle to justify their pricing because they don’t have clear ways to measure their impact. In this episode, we break down:

    ✔️ How to track and prove the value of your advisory services

    ✔️ Key metrics beyond revenue & profitability that show your true impact

    ✔️ How decision-making speed and confidence factor into your pricing

    ✔️ Why measuring client engagement can predict long-term success

    ⏱️ Chapters

    00:00 - Why Some Firms Charge More for CFO & CAS Services

    00:30 - The Challenge of Measuring Invisible Value

    01:12 - Typical Financial Metrics & Why They Aren’t Enough

    02:00 - Decision Quality Score: Measuring Faster & Better Client Decisions

    03:47 - Client Risk Mitigation Index: Proactively Preventing Financial Pitfalls

    05:00 - Tying EBITDA Growth to Your Advisory Decisions

    05:41 - Capital Allocation: Helping Clients Invest Smarter

    06:26 - Client Engagement: A Leading Indicator of Value & Retention

    07:28 - Why Qualitative Feedback Matters Just as Much as Financials

    08:00 - Final Thoughts: Measuring Value to Build a More Profitable Firm

    Key Takeaways:

    ✔️ Clients should feel your impact in real-time, not just in financial reports.

    ✔️ Tracking decision-making speed can prove your strategic value.

    ✔️ Mitigating risk and improving forecasting are key value drivers.

    ✔️ Capital allocation is a core function of high-value CFO services.

    ✔️ Engaged clients = satisfied clients = long-term profitability.


    🔔 Subscribe & turn on notifications so you never miss an episode!


    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 分
  • 81 CAS Growth: How To Find Top Talent In CAS
    2025/03/07

    Got a question? Text me!

    🚀 Rethinking Hiring in CAS: How to Build a Talent Pipeline | CAS Minute

    🔔 Subscribe for more CAS growth strategies!

    📢 The traditional hiring model for accounting firms is broken. Posting a job, filtering resumes, and hoping for the best doesn’t work when top talent is already employed. In this episode, we break down:

    ✔️ Why a reactive hiring approach is failing CAS firms

    ✔️ How to attract top talent through branding & messaging

    ✔️ Why adaptability is more important than accounting skills

    ✔️ How to build a recruiting pipeline instead of scrambling to hire

    ⏱️ Chapters

    00:00 - Why Traditional Hiring in Accounting is Broken

    00:19 - The Best CAS Talent is Already Employed—So What Now?

    00:50 - The Power of a Hiring Pipeline vs. Reactive Recruiting

    01:08 - Shrinking Talent Pool: Why Compensation Alone Won’t Fix It

    02:27 - Recruiting Like Sales: Branding & Messaging to Attract Talent

    03:12 - Skills That Matter Most: Adaptability Over Accounting Degrees

    04:13 - Expanding the Talent Pool: Why Multidisciplinary Backgrounds Matter

    05:28 - Compensation vs. Culture: What Younger Talent Actually Wants

    06:09 - Always Be Recruiting: Why Hiring is an Ongoing Process

    06:51 - Your Next Hire Might Not Be an Accountant—And That’s Okay

    07:53 - How to Get Started: Building a Talent List on LinkedIn

    Key Takeaways:

    ✔️ Hiring reactively doesn’t work—build a recruiting pipeline instead.

    ✔️ The best CAS professionals prioritize adaptability & problem-solving over degrees.

    ✔️ Brand perception matters—top candidates want mission-driven firms.

    ✔️ Hiring should be a continuous process, not just when you need a role filled.

    ✔️ Your next great hire might not be an accountant—expand your search.


    📢 How do you approach hiring in your firm? Comment below!

    🔔 Subscribe & turn on notifications so you never miss an episode!

    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

    続きを読む 一部表示
    9 分

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