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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 expectations, AI’s role in workflow, and the ongoing identity crisis of CAS itself, it’s clear that firms can no longer operate on autopilot.

We explore the major shifts redefining CAS over the next 3–5 years, and how to think like a founder in a world where your firm could be upended in 30 days. From verticalization to data plumbing, this episode unpacks what top firms are doing—and what most are missing.

⏱️ Episode Highlights:

• [00:01:18] The definition dilemma: CAS ≠ just fractional CFO or bookkeeping
• [00:04:23] Near real-time accounting, continuous close, and exception-based workflows
• [00:07:04] Why verticalization and niche CFO pods are the moat of the future
• [00:08:55] Subscription models are not optional—they’re the expectation
• [00:12:41] Systems > tools. The rise of data integration, templates, and governance
• [00:14:19] The shift from humans + automation to humans + agents
• [00:15:46] Is your firm providing assurance? The sleeper trend to watch
• [00:17:30] CAS splits into two paths: commodity CAS vs. operator CAS
• [00:24:48] CAS is broken as a term—what should we even call this work?

💡 “Either you’re advisory, or you’re not. It’s not something you tack on.”

Want to be a guest in 2026?

Roman is looking to bring more voices into the conversation. If you’re building something interesting or have strong opinions on where the industry is going, reach out.

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!

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

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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.

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⏱️ 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

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✅ 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.

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📢 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