Roman Villard, CPA

CAS Minute

Business EN ↓ 108 episodes

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 a...

Author

Roman Villard, CPA

Episodes

08 CAS Sales: Deciding your Pricing Strategy [3 of 5] 08.07.2024 5:00

Got a question? Text me! Today, we are in part 3 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover the 3 primary pricing strategies for CAS firms and how to decide on one for you firm. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding your pricing str...

07 CAS Sales: Creating a Value Proposition & Messaging [2 of 5] 05.07.2024 4:58

Got a question? Text me! Today, we are in part 2 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover how to create a value proposition matrix for your services and target audience. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding your pricing strategy...

06 CAS Sales: Identifying Your Target Audience [1 of 5] 04.07.2024 4:23

Got a question? Text me! Today, we kick off a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover how to identify the right target audience and build a buyer persona for your firm. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding your pricing strategy Choos...

05 CAS Foundation: What is CAS? 03.07.2024 4:52

Got a question? Text me! Today we talk about what CAS is - Client Advisory Services, Client Accounting Services, etc. and how the market defines it. We also hit on the future of the industry and how we must swiftly move into technology and AI adoption to secure a bright future. CPAPractice.com CAS Article Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villar...

04 CAS Ops: 11 Tips From LinkedIn 02.07.2024 4:53

Got a question? Text me! In today's episode we talk through 11 ways to transform your CAS practice. From pricing to finding joy, we hit on a variety of high-level suggestions to consider diving into in order to build the practice you want. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & D...

03 CAS Culture: Stop Looking For A Culture Fit 01.07.2024 4:46

Got a question? Text me! Today we talk about CAS recruitment, culture, and 3 tactical ways to personalize the mission, vision, and values of your firm to your CAS team. 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

02 CAS Marketing: Value Proposition 28.06.2024 4:09

Got a question? Text me! Today we talk about why your CAS value proposition is not 'quality service'. We dive into how to think about and construct a value proposition for CAS. 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

01 CAS Sales: You're Not The Hero 27.06.2024 3:36

Got a question? Text me! Today we talk about sales messaging and one way to frame your CAS offering to prospective clients. References: The Customer is the Hero 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