CAS Minute
oleh Roman Villard, CPA
Episode terbaru
111 CAS Ops: Conference Season ROI
111 CAS Ops: Conference Season ROI
Tentang podcast ini
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.
Episode
20 episode terbaru dari 111
- 111 CAS Ops: Conference Season ROI · 12 mnt · Episode 111Got a question? Text me! Conference sessions are everywhere—recordings, AI summaries, and LinkedIn posts make the content easy to find after the fact. In this episode, Roman…
- 110 CAS Future: 75% of CPAs Nearing Retirement. Is it a Problem? · 10 mnt · Episode 110Got a question? Text me! 75% of CPAs are nearing retirement — and it might not be the crisis everyone says it is. In this episode of CAS Minute, Roman challenges the profession's…
- 109 CAS Ops: Build vs Buy Software · 14 mnt · Episode 109Got a question? Text me! Should accounting firms build their own software instead of buying it? For years that was a joke for a firm this size—now we can stand up a working…
- 108 CAS Ops: Is Value-Based Pricing Dead? · 11 mnt · Episode 108Got a question? Text me! Is value-based pricing still the gold standard for CAS firms—or has the market changed? In this episode of CAS Minute, Roman explores why traditional…
- 107 CAS Future: Your Vendors' Playbook. A Must Listen. · 12 mnt · Episode 107Got a question? Text me! Your Vendors’ Playbook? Why “Services Are the New Software” Should Get Every Accounting Firm’s Attention Sequoia - Services: The New Software In this…
- 106 CAS Future: Do Clients Really Want "Advisory"? · 9 mnt · Episode 106Got a question? Text me! 🔔 Subscribe for weekly insights on CAS, firm growth, client relationships, and modern accounting operations. In this episode of CAS Minute, Roman Villard…
- 105 CAS AI: Quickbooks MCP Overview · 19 mnt · Episode 105Got a question? Text me! 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…
- 104 CAS AI: Evaluating AI Tooling [A Rant?] · 14 mnt · Episode 104Got a question? Text me! 🔔 Subscribe for insights on CAS, AI, automation, and building smarter accounting firms. AI is everywhere—but how should accounting firm owners actually…
- 103 CAS AI: It's Purely Theoretical....Until It's Not · 11 mnt · Episode 103Got a question? Text me! Fortune Article - Anthropic Theoretical AI Coverage In this episode of CAS Minute, Roman Villard walks through a striking chart from Anthropic showing…
- 102 CAS Ops: Recurring Revenue is Overrated · 11 mnt · Episode 102Got a question? Text me! You read that right — recurring revenue is overrated. In this episode, Roman challenges one of the most beloved metrics in firm building: MRR. While…
- 101 CAS Firm: Build vs Buy? · 14 mnt · Episode 101Got a question? Text me! 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…
- 100 CAS Firm: Starting a Firm in 2026? Find Your WHY · 27 mnt · Episode 100Got a question? Text me! 🔔 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…
- 99 CAS Future: Triple-Entry Accounting · 11 mnt · Episode 99Got a question? Text me! 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…
- 98 CAS Mktg: Are you really delivering...PEACE OF MIND? · 8 mnt · Episode 98Got a question? Text me! 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…
- 97 CAS Ops: Should You Customize Your Services? · 8 mnt · Episode 97Got 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…
- 96 CAS Ops: The Month-End Close Doesn't Matter · 9 mnt · Episode 96Got 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…
- 95 CAS Future: 2025 Wrap, CAS Looking Forward · 26 mnt · Episode 95Got 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…
- 94 CAS Sales: Try NOT To Sell Your Services · 8 mnt · Episode 94Got a question? Text me! In today’s episode of CAS Minute, we flip the traditional sales script and explore a powerful — and counterintuitive — technique: selling against your…
- 93 CAS Future: 6 Real Questions From Accounting Students · 13 mnt · Episode 93Got a question? Text me! 🎓 The Future of Accounting: AI, Entry-Level Roles & Entrepreneur Advice 🔔 Subscribe for weekly CAS insights that help you lead in an AI-powered world…
- 92 CAS AI: So What If AI Can Take Our Jobs? · 12 mnt · Episode 92Got a question? Text me! 📉 What If AI Does Take Our Jobs? | CAS Minute 🔔 Subscribe for weekly insights to build a smarter, future-ready CAS firm What if the doomsday scenario…
