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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.

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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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🎯 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

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!

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