Got 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 firm. Roman shares how being upfront about when you’re not the best fit can create trust, filter the right clients, and even lead to stronger long-term relationships (and referrals).

Whether you’re walking prospects through pricing, positioning your service, or helping them evaluate alternatives, this episode offers a masterclass in values-driven, trust-first sales.

You’ll learn:

• Why honesty is your most effective sales tool
• How to educate prospects who don’t know what they need
• When to recommend cheaper, lower-touch solutions — and why that works
• How selling against yourself filters the right clients in
• Why “not now” can turn into “definitely later”

This episode is especially valuable for firm owners, CAS professionals, and advisors who are building high-trust client relationships at scale.

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

Got 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

What’s the future of accounting in the age of AI—and what should the next generation be learning now? In this episode of CAS Minute, Roman Villard recaps a live Q&A with DePaul University students. From staying ahead of AI trends without a tech background to rethinking the entry-level accounting role, this episode breaks down what firm owners, students, and future entrepreneurs need to know.

⸻

⏱️ Chapters

01:01 – How to Stay Ahead of AI Trends Without a Tech Background

04:31 – When to Make the Jump into Entrepreneurship

05:18 – How to Become a Better Communicator

07:28 – Do You Need to “Make Manager” Before Leaving Public Accounting?

09:23 – Will AI Make People Lazy… or Superhuman?

10:22 – The Future of Entry-Level Accounting Roles

11:46 – Why Context (Not Just Credits) Will Define the New Generation

⸻

✅ Key Takeaways:

• You don’t need a tech background to lead in AI.
• Entrepreneurship doesn’t require 15 years of prep.
• Communication is a skill—practice makes progress.
• The “Make Manager” myth is outdated.
• AI can amplify your value or replace your thinking.
• Entry-level roles are evolving fast.

⸻

📢 Want to prepare your firm—or your students—for the future of accounting?

🙋‍♂️ Interested in speaking to students or getting connected with the next generation of accountants? Roman is happy to help—reach out directly.

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

Got 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 isn’t robots stealing your job, but you failing to adapt? In this episode of CAS Minute, Roman Villard explores the uncomfortable but urgent question: What if AI really does make us irrelevant? Learn how to reposition your firm, reframe your mindset, and future-proof your CAS practice by building deeper advisory services, operational intimacy, and AI literacy—before it’s too late.

⸻

⏱️ Chapters

01:26 – If Your Value Prop Is Reconciliation, You’ve Already Lost

03:36 – What AI Can’t Replace: Strategy, Empathy, Context

05:44 – Advisory? Yes — But That’s Just the Starting Point

07:38 – Building Operational Intimacy with Clients

09:09 – AI Literacy Will Be the New Excel

10:33 – “AI Makes Smart People Smarter” – Use It to Strengthen Your Thinking

11:46 – Invitation: Let’s Talk More – Meet at Intuit Connect & Digital CPA

⸻

✅ Key Takeaways:

• AI isn’t the threat — complacency is.
  • If your value is in rote, repeatable tasks, the clock is ticking.
• Future-proof by going deeper.
  • Strategy, empathy, ambiguity—these are human advantages AI can’t replicate (yet).
• Specialize and niche down.
  • Create high-context relationships AI can’t commoditize.
• Operational intimacy matters.
  • Don’t just manage client books—understand their whole system.
• AI literacy is the new Excel.
  • Learn to prompt, architect, and integrate AI into your workflows.

⸻

📢 Want to future-proof your CAS firm?

Start by repositioning your services, retraining your team, and rebuilding trust through relevance — not rote tasks.

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