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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

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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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Full Send | Accounting & Data

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

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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?

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Full Send | Accounting & Data

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

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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 filters into your sales process, protect your team’s time, and position your firm for premium work—all while strengthening your brand reputation.

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⏱️ Chapters

00:00 – Intro: Why Saying No Is So Hard (But So Necessary)

01:07 – Bad Clients Are a Hidden Tax on Your Firm

03:02 – Build Disqualification Filters Into Your Sales Process

04:58 – How to Say No Without Burning Bridges

07:04 – Boundaries Build Brand Respect & Better Referrals

08:37 – Make Room for the Right Yes

09:47 – Final Thought: Saying No Is a Strategic Yes

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✅ Key Takeaways:

• Bad-fit clients cost more than they’re worth—financially and emotionally.
• Install filters to screen for red flags before they become problems.
• Saying no with kindness builds long-term respect and future referrals.
• A clear “no” increases trust—don’t wobble in the middle.
• Each “no” frees up space for your dream clients. Protect your table.

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📢 Want to scale your CAS firm without bloating your client list or burning out your team?

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Full Send | Accounting & Data

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

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📉 Stop Reconciling to the Penny: Why Materiality Matters in CAS | CAS Minute

Are you still chasing down every last 2¢ discrepancy? In this episode of CAS Minute, Roman Villard challenges one of accounting’s sacred cows: penny-perfect reconciliations. Learn why directional accuracy, materiality, and decision-useful data are far more valuable than perfection — and how to shift your team’s mindset to prioritize client outcomes over spreadsheet symmetry.

⏱️ Chapters

00:45 – Precision vs. Accuracy: What Clients Actually Care About

03:00 – What Clients Really Want: Fast, Directionally Accurate Insights

05:30 – Building Materiality Thresholds Into Your Firm’s Processes

06:00 – How to Train Your Team on Materiality vs. Perfection

✅ Key Takeaways:

• Precision isn’t always valuable. Aim for material accuracy that supports decision-making.
• Chasing pennies wastes margin. Focus on where your time adds the most client value.
• Materiality matters. Learn to set thresholds based on client size and scope.
• Train your team. Stop reinforcing the myth that perfection equals professionalism.
• Challenge assumptions. Ask clients what they actually expect—then deliver accordingly.

🔔 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

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🎯 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 make, how to avoid them, and how to leverage your first hire for true scale—not just relief.

Whether you’re a solo CAS practitioner or leading a small but growing team, this episode breaks down the strategic thinking, role selection, and onboarding systems needed to build with confidence.

⏱️ Chapters

01:00 – Are You Really Ready to Hire? 3 Signs to Check

02:02 – What to Ask Before Starting the Hiring Process

04:00 – Why My 1099 Contractor Quit in 4 Days

05:50 – Senior vs. Junior Hire: Pros & Cons

07:10 – Set Them Up for Success: Onboarding & Expectations

09:30 – Action Steps: Prep Your First Hire for Success

📌 Your Hiring Game Plan

• List your top 5 repetitive, time-consuming tasks
• Create a 90-day outcome plan for the new hire
• Talk to 3 other firm owners and learn from their first hire experience
• Write a “Who-Not-How” hiring statement: Who can permanently take this off my plate?

🚀 Build Your Firm with Intention

Don’t hire out of panic. Hire to multiply your impact. Be bold. Be intentional.

🌐 Check us out at thefullsend.com

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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!

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 building rhythm, protecting time, and choosing ruthless focus over busywork.

⏱️ Chapters

00:00 – Why I Took a Break from Recording

02:00 – Time as an Investment: Aligning Tasks with Your Mission

04:30 – Why Saying “No” Is a Superpower for Firm Owners

06:00 – Creating a “Not Doing List” to Maintain Clarity

07:00 – Focus Requires Systems, Not Just Discipline

09:30 – Kill the Chaos Loops: Protect Your Time from Slack & Email

11:30 – Asynchronous Updates to Preserve Focus

13:00 – Why “Slow Is Smooth and Smooth Is Fast” for CAS Firms

14:00 – Guardrails Equal Growth: Build Systems That Prevent Burnout

✅ Key Takeaways

✔️ Time is your most valuable asset

Treat it like an investment. Align every task with your firm’s mission.

✔️ Saying “no” creates space for strategy

Eliminate meetings, distractions, and low-value activities—even if they seem “productive.”

✔️ Build rhythms, not just to-do lists

Systematize your week: block focus days, use async tools, and create deep work zones.

✔️ Guardrails > Chaos Loops

Structure protects your energy and mental clarity. Slack and email shouldn’t run your firm.

✔️ “Slow is smooth, smooth is fast”

Speed comes from smooth systems—not rushed execution.

📌 CAS Leadership Action Plan

• Write your “Not Doing” list
• Set a full-day focus block on your calendar
• Choose 1 firm priority per week
• Track where your time goes and trim 3 distractions
• Share your clarity goals with your team

🔗 Learn more at thefullsend.com

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!

🔍 Why 10x Growth Is Easier Than 2x for Your CAS Firm | CAS Minute

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📢 Most firm owners think 10x growth sounds crazy—but what if it’s actually easier than 2x? Inspired by Dan Sullivan’s book “10x is Easier than 2x,” this episode shows you how to simplify, focus, and transform your CAS firm for exponential growth.

✔️ The 5 principles of 10x thinking

✔️ How to eliminate complexity and scale smarter

✔️ Why the top 10% of your business holds all the leverage

✔️ Building systems, pricing, and brand that can scale without you

⏱️ Chapters

00:00 – Why 10x Growth Is Easier Than 2x

00:23 – Applying 10x Thinking to Your CAS Firm

00:40 – Focus vs. Volume: Identity Shift from Service Provider to Strategic Operator

01:42 – Keep the Top 10%, Eliminate the Rest

02:30 – Doing Less, But Better: How Focus Multiplies Growth

03:32 – People, Process, Pricing: The 3 Drivers of Low Profit Clients

04:56 – Growth Through Constraint, Not Complexity

05:49 – Simplified Services, Smaller Teams, and Scalable Packages

06:49 – Prototype for 1x, Build for 10x, Engineer for 100x

07:56 – Delegation, Process Playbooks & Scalable Onboarding

09:15 – Replacing Founder-Led Sales with Productized Offers

10:47 – The 10x Vision: What Would It Take to Serve 10 Clients at Full Revenue?

11:41 – Eliminate the 80%, Narrow the Offer, Scale the Systems

12:58 – Final Thought: 10x Isn’t About More Effort—It’s About More Focus

✅ Key Takeaways:

✔️ 10x growth requires subtraction, not addition—focus on what matters most.

✔️ The most scalable firms are built on constraint, not complexity.

✔️ If a client, process, or tool doesn’t align—cut it.

✔️ Replace “doing more” with doing less, better and at scale.

✔️ Founder-led sales only scale so far—invest in brand, offers, and productized delivery.

🔔 Subscribe & turn on notifications to scale your firm with confidence.

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