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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
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