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🎓 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• The “Make Manager” myth is outdated.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.

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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!

📉 What If AI Does Take Our Jobs? | CAS Minute

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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.

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⏱️ 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

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✅ 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.

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📢 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

Got a question? Text me!

🎙️ Why You Should Join an Accounting Advisory Council

📌 Thinking of getting more involved in shaping the future of accounting tech? In this episode, Roman Villard shares his journey into advisory councils—what they are, why they matter, and how accountants like you can get involved.

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⏱️ Chapters

00:24 – What Are Advisory Boards & Why Do They Exist?

01:58 – From Vendor to Partner: Changing Your Mindset

02:45 – How to Get on a Council: Conferences, Relationships & Visibility

03:43 – The Application & Interview Process Explained

04:26 – Why Join? Impact, Influence & Building Better Tools

05:59 – The Hidden Benefit: Peer Relationships with Other Firm Owners

06:38 – How to Inquire & Get Started with a Council

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✅ What You’ll Learn:

• How advisory councils help shape accounting products and policy
• Tips to transition from viewing vendors as sellers to long-term partners
• Where and how to apply for council roles (including interview tips)
• Why joining a council creates a powerful peer network with other firm owners
• How visibility, feedback, and relationships can open doors

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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“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.

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 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?

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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!

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?

🔔 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

Got a question? Text me!

📉 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