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“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 you’re spending 90% of your time in QuickBooks, this one’s for you.

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⏱️ Chapters

00:39 – Most “Fractional CFOs” Are Doing Bookkeeping + Reporting

01:51 – Chart of Accounts ≠ Strategy

02:30 – What True CFOs Actually Do

04:20 – Client Expectations vs. Reality: Controller ≠ CFO

05:01 – The CFO’s Role: Driving Action from Data

05:43 – CFOs Are Architects of Scale, Not Passive Participants

06:52 – Earning the CFO Title Through Strategic Influence

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✅ Key Takeaways:

• CFO is not a marketing title—it’s a strategic role earned through influence and impact.
• If you’re not driving strategy, pricing, margin analysis, or revenue forecasting, you’re not acting as a true CFO.
• Cleaning up books and producing reports is critical—but it’s not CFO-level work.
• Client expectations matter: Mislabeling services leads to confusion and missed opportunities.
• The CFO sits in the boardroom, not just in the back office.

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel

Got a question? Text me!

Why Outsourcing Isn’t the Silver Bullet for Scaling Your CAS Firm

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Drowning in client work and thinking outsourcing is your way out? Think again. In this episode of CAS Minute, Roman Villard, CPA explains why outsourcing without foundational systems can make things worse, not better. Learn how to avoid chaotic delegation, build workflows that actually scale, and make outsourcing a tool, not your entire strategy.

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⏱️ Chapters

00:00 – Intro: Outsourcing Isn’t the Answer to Your Capacity Problem

01:04 – The Illusion of Scale: Cheap Labor ≠ Operational Leverage

03:05 – Communication Drag, Time Zones & Context Gaps

05:21 – When Outsourcing Does Work: Productized Services, Repeatable Onboarding

06:16 – Build a Knowledge Moat Before Scaling the Team

08:00 – Scalable Firms Are Boring (and That’s a Good Thing)

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✅ Key Takeaways:

• You don’t have a hiring problem—you have a systems problem.
• Outsourcing broken processes just magnifies inefficiencies (and frustration).
• Fix your workflows, SOPs, and onboarding before bringing in outside help.
• Train your team for outcomes, not just tasks. That’s how you scale well.
• Scalable firms are often the “boring” ones—tight scope, clear processes, and consistency.

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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!

🔔 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 firms—and offers a practical mindset shift for building a tech stack that works for your team, your workflows, and your clients.

Learn how to avoid tech debt, reduce distractions, and make smarter, stability-focused decisions that actually improve your firm’s performance.

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⏱️ Chapters

00:00 – Intro: Stop Chasing Tech That Doesn’t Serve You

01:04 – Fit Over Flash: Why Hype Isn’t a Strategy

04:17 – Flashy Tools Are Often the Shallowest

05:35 – Two CAS Simple Tools That Solve Real Problems

07:44 – Let Your Team Drive Tech Adoption

08:46 – Simplicity Scales: Why Stability Beats Novelty

09:43 – Tech Debt: The Cost of Poor Implementation

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✅ Key Takeaways:

• Fit trumps hype – Evaluate tech based on how well it solves your firm’s problems, not someone else’s.
• New tools come with hidden costs – Consider the time to train, document, and implement.
• Involve your team early – If they don’t buy in, the tech won’t get used.
• Simplicity scales – Fewer tools, used better, drive more value than a bloated stack.
• Don’t build your tech stack for influencers – Build it for your clients, workflows, and team.

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📢 Want to grow a scalable CAS practice that doesn’t collapse under the weight of complexity?

🔔 Subscribe and turn on notifications for more CAS Minute episodes each week.

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