CAS Minute
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.
Episodes
105 episodes
105 CAS AI: Quickbooks MCP Overview
QuickBooks just took a major step into the AI era with its new Model Context Protocol (MCP) server—but what does that actually mean for accountants?In this episode of CAS Minute, Roman Villard breaks down what the QuickBook...
104 CAS AI: Evaluating AI Tooling [A Rant?]
🔔 Subscribe for insights on CAS, AI, automation, and building smarter accounting firms.AI is everywhere—but how should accounting firm owners actually evaluate the flood of AI tools hitting the market?In this episode of CAS Min...
103 CAS AI: It's Purely Theoretical....Until It's Not
Fortune Article - Anthropic Theoretical AI CoverageIn this episode of CAS Minute, Roman Villard walks through ...
102 CAS Ops: Recurring Revenue is Overrated
You read that right — recurring revenue is overrated.In this episode, Roman challenges one of the most beloved metrics in firm building: MRR. While subscription revenue creates predictability and feels scalable, it can quietly cap your u...
101 CAS Firm: Build vs Buy?
Should you build your CAS firm from scratch—or buy an existing one? In this episode, Roman Villard breaks down both paths with real numbers, trade-offs, and a clear decision framework. From acquisition pitfalls to startup loneliness, this is yo...
100 CAS Firm: Starting a Firm in 2026? Find Your WHY
🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm!Thinking of launching your firm in 2026? In this 100th episode of CAS Minute, Roman shares a raw and honest reflection on what it really takes to start—and stic...
99 CAS Future: Triple-Entry Accounting
Triple-entry accounting has been around for quite some time, but may be making its way into the mainstream over the next decade — it’s quietly emerging through blockchain-backed systems that challenge how we think about verification, reconcilia...
98 CAS Mktg: Are you really delivering...PEACE OF MIND?
Accounting firms love to say they offer “peace of mind,” but what does that actually mean? In this CAS Minute, Roman Villard challenges one of the most overused and underdelivered marketing promises in the profession. He explores what clients <...
97 CAS Ops: Should You Customize Your Services?
🔔 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 se...
96 CAS Ops: The Month-End Close Doesn't Matter
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...
95 CAS Future: 2025 Wrap, CAS Looking Forward
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 expe...
94 CAS Sales: Try NOT To Sell Your Services
In today’s episode of CAS Minute, we flip the traditional sales script and explore a powerful — and counterintuitive — technique: selling against your firm. Roman shares how being upfront about when you’re not the best ...
93 CAS Future: 6 Real Questions From Accounting Students
🎓 The Future of Accounting: AI, Entry-Level Roles & Entrepreneur Advice🔔 Subscribe for weekly CAS insights that help you lead in an AI-powered worldWhat’s the future of accounting in the age of AI—and what should the ne...
92 CAS AI: So What If AI Can Take Our Jobs?
📉 What If AI Does Take Our Jobs? | CAS Minute🔔 Subscribe for weekly insights to build a smarter, future-ready CAS firmWhat if the doomsday scenario isn’t robots stealing your job, but you failing to adapt? I...
91 CAS Mktg: Industry Advisory Councils - How and Why to Join Them
🎙️ Why You Should Join an Accounting Advisory Council📌 Thinking of getting more involved in shaping the future of accounting tech? In this episode, Roman Villard shares his journey into advisory councils—what they are, why ...
90 CAS Mktg: Are You REALLY a Fractional CFO?
“Fractional CFO” is trending—but what does it really mean? In this CAS Minute, Roman Villard calls out the growing misuse of the title and lays out the clear differences between bookkeeping, controller work, and true CFO strategy. If y...
89 CAS Growth: Outsourcing Doesn't Scale
Why Outsourcing Isn’t the Silver Bullet for Scaling Your CAS Firm🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm!Drowning in client work and thinking outsourcing is your way out? Think again. In this epi...
88 CAS Tech: 2 Recs...but Stop Following Trends
🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm!Tired of chasing every new app or automation trend? In this episode of CAS Minute, Roman Villard calls out the shiny object syndrome plaguing modern accounting ...
87 CAS Sales: Saying NO to a Prospect
Tired of taking on clients who drain your team and destroy your margins? In this episode of CAS Minute, Roman Villard breaks down why saying no to the wrong clients is one of the most powerful things a CAS firm can do. Learn how to build...
86 CAS Ops: Stop Reconciling to the Penny
📉 Stop Reconciling to the Penny: Why Materiality Matters in CAS | CAS MinuteAre you still chasing down every last 2¢ discrepancy? In this episode of CAS Minute, Roman Villard challenges one of accounting’s sacred cows: p...
85 CAS Ops: First Hire = Leverage
🎯 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 mak...
84 CAS Growth: Your Focus is Limiting Your Growth
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...
83 CAS Growth: 10X Is Easier Than 2X
🔍 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 ...