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On today’s episode of CAS Minute, we’re diving into workflow systems for CAS firms. We’ll cover why workflow is more than just task management, what features to prioritize, and the pros and cons of leading tools like Financial Cents, Karbon, Canopy, and mainstream project management software. If you’re looking for a scalable, efficient way to manage client work and quality control, this episode is for you.

Key Takeaways:

• Why workflow is more than just a task list.

• The must-have features in a CAS workflow system.

• A comparison of leading workflow tools.

• How to ensure quality control and scalability.

Thanks for listening! Come Say Hi 👋

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel

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On today’s episode of CAS Minute, we’re taking a tongue-in-cheek look at the advice to “niche down.” While niching can bring clarity and focus, it also comes with challenges: smaller markets, limited scalability, and the risk of following trends too closely. We’ll cover the pitfalls of extreme niching, how to determine the right level of focus, and why staying broad might be the smarter play for your CAS firm.

Key Takeaways:

• Why niching isn’t always the right strategy for scaling.
• The risks of over-specializing and chasing trends.
• When niching makes sense (and when it doesn’t).
• How to balance a broad audience with a clear message.

Thanks for listening! Come Say Hi 👋

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’re redefining blogging for accounting firms. Blogging is no longer about gaming SEO or chasing search rankings—it’s about creating a hub that connects your audience to your expertise and services. We’ll dive into why blogging remains relevant, how to leverage it in an era dominated by social media, and how to create content that builds trust and drives leads.

Key Takeaways:

• Why blogging isn’t about SEO anymore—and what to focus on instead.
• How to turn your blog into a hub for your firm’s content and expertise.
• Practical strategies for driving traffic from social media and newsletters.
• Tips for overcoming excuses like lack of time or technical skills.

Thanks for listening! Come Say Hi 👋

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel