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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.

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⏱️ 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

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✅ 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.

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📢 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.

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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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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.

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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!

🔔 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

Got a question? Text me!

Is your team still treating the month-end close like the ultimate deliverable? In this episode of CAS Minute, Roman Villard explains why obsessing over a perfect monthly close might be holding your firm—and your clients—back. Learn how to shift your mindset from static reports to continuous insights and unlock the power of real-time decision-making.

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⏱️ Chapters

00:00 – Intro: Why the Month-End Close Might Be a Distraction

00:45 – Clients Don’t Care About the Close, They Care About the Data

01:30 – When Is “Good Enough” Actually Better Than Perfect?

03:30 – Replace Close Mindset with a Rolling, Real-Time Mentality

05:00 – Train Clients to Expect Data-Driven Insights, Not Static Reports

06:15 – Best Firms Aren’t Faster Closers — They’re Real-Time Advisors

07:30 – Reimagining the Month-End Close for Modern CAS Firms

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✅ Key Takeaways:

• The close is a compliance tool — not a decision-making tool.
• Most clients don’t care about “reconciled to the penny” reports; they care about cash flow, payroll, and clarity.
• A static close delays insights and forces your team into reactive cycles.
• Shift to a rolling close mindset supported by daily/weekly processes and real-time dashboards.
• Train clients to expect actionable, continuous data — not just a monthly PDF.

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📢 Want to build a modern CAS firm that thrives in real time?

Ditch the month-end perfection obsession and focus on operational outcomes, rolling workflows, and client-facing insights that matter most.

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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!

On today’s episode of CAS Minute, we dive into the future of Client Advisory Services (CAS)—what’s broken, what’s evolving, and what you should be building today to thrive tomorrow. With recurring revenue growth, increasing client expectations, AI’s role in workflow, and the ongoing identity crisis of CAS itself, it’s clear that firms can no longer operate on autopilot.

We explore the major shifts redefining CAS over the next 3–5 years, and how to think like a founder in a world where your firm could be upended in 30 days. From verticalization to data plumbing, this episode unpacks what top firms are doing—and what most are missing.

⏱️ Episode Highlights:

• [00:01:18] The definition dilemma: CAS ≠ just fractional CFO or bookkeeping
• [00:04:23] Near real-time accounting, continuous close, and exception-based workflows
• [00:07:04] Why verticalization and niche CFO pods are the moat of the future
• [00:08:55] Subscription models are not optional—they’re the expectation
• [00:12:41] Systems > tools. The rise of data integration, templates, and governance
• [00:14:19] The shift from humans + automation to humans + agents
• [00:15:46] Is your firm providing assurance? The sleeper trend to watch
• [00:17:30] CAS splits into two paths: commodity CAS vs. operator CAS
• [00:24:48] CAS is broken as a term—what should we even call this work?

💡 “Either you’re advisory, or you’re not. It’s not something you tack on.”

Want to be a guest in 2026?

Roman is looking to bring more voices into the conversation. If you’re building something interesting or have strong opinions on where the industry is going, reach out.

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!

In today’s episode of CAS Minute, we flip the traditional sales script and explore a powerful — and counterintuitive — technique: selling against your firm. Roman shares how being upfront about when you’re not the best fit can create trust, filter the right clients, and even lead to stronger long-term relationships (and referrals).

Whether you’re walking prospects through pricing, positioning your service, or helping them evaluate alternatives, this episode offers a masterclass in values-driven, trust-first sales.

You’ll learn:

• Why honesty is your most effective sales tool
• How to educate prospects who don’t know what they need
• When to recommend cheaper, lower-touch solutions — and why that works
• How selling against yourself filters the right clients in
• Why “not now” can turn into “definitely later”

This episode is especially valuable for firm owners, CAS professionals, and advisors who are building high-trust client relationships at scale.

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!

🎓 The Future of Accounting: AI, Entry-Level Roles & Entrepreneur Advice

🔔 Subscribe for weekly CAS insights that help you lead in an AI-powered world

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.

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!

📉 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