Got a question? Text me!

Triple-entry accounting has been around for quite some time, but may be making its way into the mainstream over the next decade — it’s quietly emerging through blockchain-backed systems that challenge how we think about verification, reconciliation, and trust. In this episode, Roman Villard explores what it is, why it matters, and what you should start learning today to avoid being left behind.

⸻

⏱️ Chapters

00:00 – Triple-entry? Why this matters for accountants

01:47 – What is triple-entry accounting (in plain English)

03:13 – Key benefits: Validation, reconciliation, and fraud reduction

05:13 – Real-world examples of early triple-entry in action

06:38 – What needs to happen before this becomes mainstream

07:41 – Why mass adoption requires ERP participation

08:43 – What you can do today to get ahead

09:46 – Final thoughts: Stay aware, start learning now

⸻

✅ Key Takeaways:

• Triple-entry accounting uses a shared ledger and cryptographic receipts for real-time validation.
• Reduces reconciliation needs between firms — both parties reference the same verified record.
• Adoption is early but growing; companies like Request and EY are already implementing it.
• Education is key: Learn about smart contracts, tokenization, and blockchain accounting mechanics.
• Your role will evolve from record keeper to data validator — the earlier you adapt, the better.

⸻

📢 Want to keep your firm competitive as the accounting landscape shifts?

Start building your knowledge now. Blockchain’s impact won’t be theoretical for long.

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

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!

Accounting firms love to say they offer “peace of mind,” but what does that actually mean? In this CAS Minute, Roman Villard challenges one of the most overused and underdelivered marketing promises in the profession. He explores what clients really want—and how your firm can deliver trust, clarity, and consistent communication instead of empty buzzwords.

⏱️ Chapters

• 00:00 – Intro: “Peace of Mind” in Accounting
• 01:19 – Peace of Mind Is an Outcome, Not a Deliverable
• 02:07 – What Clients Actually Want
• 03:08 – Where Firms Fall Short
• 04:46 – Alienation via Accounting Jargon
• 05:20 – How to Actually Deliver Peace of Mind
• 06:47 – Peace of Mind Is Not a Marketing Message

✅ Key Takeaways

• “Peace of mind” is earned, not promised.
• Clients want trust, clarity, and consistent communication, not vague professionalism.
• Avoid passive service—be proactive and structure your client touchpoints.
• Remove jargon and replace it with client-centric clarity.
• Focus on the outcome of peace through better systems, not just branding.

📢 Challenge for Your Firm:

Rethink the language on your website. Does it reflect your real client experience? Focus your marketing on the systems and processes that actually generate peace of mind—not the phrase itself.

🔔 Subscribe for more CAS Minute episodes that challenge industry norms and help you scale smarter.

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 CAS insights to sharpen your firm’s model and decision-making!

Do you bend your service model for special clients? In this CAS Minute episode, Roman Villard unpacks the delicate balance between scalable services and strategic client customization. Learn how to spot valuable custom work, when it becomes scope creep, and how to build a smart R&D loop inside your firm.

⏱️ Chapters

00:00 – Intro: Should You Break Your Model for the Right Client?

00:20 – Customization vs. Scope Creep: Defining the Risk

01:11 – Scalability vs. Relationship: Designing Strategic Custom Services

02:27 – How to Evaluate a Custom Request (Impact + Reuse Potential)

05:13 – Avoid Hero Work: Don’t Let Customization Rely on One Person

06:02 – Train Teams on Saying “No” and Redirecting Wisely

✅ Key Takeaways

• Design for Customization: Don’t avoid it—plan for it. Productize what gets repeated.
• R&D Loop: Use special requests to test scalable offerings.
• Say Yes Selectively: If it strengthens the relationship or creates future leverage.
• Structure the Exceptions: Build scope, pricing, and team training around custom work.
• Consistency is Culture: Ad hoc treatment of clients erodes internal clarity.

📢 Want to grow your CAS firm without drowning in one-off requests?

Learn how to intelligently build for both scale and strategic value — and set your firm apart.

🔔 Subscribe for more episodes of CAS Minute every 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