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🚀 Rethinking Hiring in CAS: How to Build a Talent Pipeline | CAS Minute

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📢 The traditional hiring model for accounting firms is broken. Posting a job, filtering resumes, and hoping for the best doesn’t work when top talent is already employed. In this episode, we break down:

✔️ Why a reactive hiring approach is failing CAS firms

✔️ How to attract top talent through branding & messaging

✔️ Why adaptability is more important than accounting skills

✔️ How to build a recruiting pipeline instead of scrambling to hire

⏱️ Chapters

00:00 - Why Traditional Hiring in Accounting is Broken

00:19 - The Best CAS Talent is Already Employed—So What Now?

00:50 - The Power of a Hiring Pipeline vs. Reactive Recruiting

01:08 - Shrinking Talent Pool: Why Compensation Alone Won’t Fix It

02:27 - Recruiting Like Sales: Branding & Messaging to Attract Talent

03:12 - Skills That Matter Most: Adaptability Over Accounting Degrees

04:13 - Expanding the Talent Pool: Why Multidisciplinary Backgrounds Matter

05:28 - Compensation vs. Culture: What Younger Talent Actually Wants

06:09 - Always Be Recruiting: Why Hiring is an Ongoing Process

06:51 - Your Next Hire Might Not Be an Accountant—And That’s Okay

07:53 - How to Get Started: Building a Talent List on LinkedIn

✅ Key Takeaways:

✔️ Hiring reactively doesn’t work—build a recruiting pipeline instead.

✔️ The best CAS professionals prioritize adaptability & problem-solving over degrees.

✔️ Brand perception matters—top candidates want mission-driven firms.

✔️ Hiring should be a continuous process, not just when you need a role filled.

✔️ Your next great hire might not be an accountant—expand your search.

📢 How do you approach hiring in your firm? Comment below!

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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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🚀 How to Shift from Compliance to Advisory Services | CAS Minute

📢 Want to shift from compliance-based services to high-value advisory work? Many firms struggle with this transition, but it’s possible to build a seven-figure advisory practice by making the right moves. In this episode, we break down:

✔️ Why compliance services are low-margin & commoditized

✔️ The mindset shift required to move into advisory

✔️ How to position advisory services to your existing clients

✔️ Step-by-step actions to start offering advisory today

⏱️ Chapters

00:00 - Introduction: Why I Built an Advisory-Only Firm

00:26 - Why Transition from Compliance to Advisory?

01:07 - The Key Mindset Shift: From Service Provider to Strategic Partner

02:19 - What is Advisory? A Simple Definition

03:37 - Shifting from Reports to Results: The Core of Advisory Work

04:37 - How to Introduce Advisory to Compliance-Only Clients

05:09 - Identifying Pain Points & Communicating Value

06:08 - Framing the Gap Between Current & Ideal Client Outcomes

06:49 - How to Package & Sell Advisory Services

07:17 - You Don’t Have to Overhaul Everything—Start Small

07:35 - Pilot Testing Advisory with 5-10 Clients

08:26 - Using Tech Tools to Streamline Advisory Work

09:12 - Final Thoughts: The Path to Becoming an Advisory-First Firm

✅ Key Takeaways:

✔️ Advisory is about driving results—helping clients make better financial decisions.

✔️ The shift starts with mindset & positioning, not just new service offerings.

✔️ Use existing client pain points to frame advisory as a natural next step.

✔️ Start with a pilot group of clients—test pricing, messaging, & delivery.

✔️ Leverage automation & tech tools to make advisory work more profitable.

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!

🚀 Personal vs. Business Brand: Where Should You Focus?

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📢 Should you focus on building a personal brand or a business brand? Many CAS firm owners struggle with balancing both. In this episode, we break down:
✔️ The role of personal branding in growing your firm
✔️ Why your business brand must stand on its own
✔️ How to balance content creation while running a firm
✔️ Practical steps to build brand equity & attract clients

⏱️ Chapters
00:00 - Introduction: Balancing Content & Running a CAS Firm
00:20 - Personal Brand vs. Business Brand: Where Should You Focus?
00:44 - How a Strong Personal Brand Helps Grow Your Business
01:21 - Why Your Business Brand Must Eventually Stand on Its Own
02:11 - Building Trust & Brand Equity Beyond the Founder
03:06 - How Personal & Business Brands Differ in Strategy
04:30 - Why Brand Independence Matters for Scaling & Selling Your Firm
05:11 - How to Make Time for Content Creation as a Busy Firm Owner
06:21 - The Role of LinkedIn, Podcasts, & SEO in Business Branding
07:30 - Batch Processing Content for Maximum Efficiency
08:44 - Final Thoughts: How to Start Building Your Brand in 2025

✅ Key Takeaways:
✔️ Early-stage firms rely on personal branding—clients trust the founder first.
✔️ A business brand must stand independently for long-term growth & scalability.
✔️ Content creation is key for marketing—but it must be systematized.
✔️ Pick two content channels & commit to one high-impact post per week.
✔️ Branding momentum comes from consistency, not just likes & views.

📢 Which do you prioritize more: your personal brand or business brand? Comment below!

🔔 Subscribe & turn on notifications so you never miss an episode!

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