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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
Data Podcast: Data Fuel

Got a question? Text me!

🔍 Why 10x Growth Is Easier Than 2x for Your CAS Firm | CAS Minute

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📢 Most firm owners think 10x growth sounds crazy—but what if it’s actually easier than 2x? Inspired by Dan Sullivan’s book “10x is Easier than 2x,” this episode shows you how to simplify, focus, and transform your CAS firm for exponential growth.

✔️ The 5 principles of 10x thinking

✔️ How to eliminate complexity and scale smarter

✔️ Why the top 10% of your business holds all the leverage

✔️ Building systems, pricing, and brand that can scale without you

⏱️ Chapters

00:00 – Why 10x Growth Is Easier Than 2x

00:23 – Applying 10x Thinking to Your CAS Firm

00:40 – Focus vs. Volume: Identity Shift from Service Provider to Strategic Operator

01:42 – Keep the Top 10%, Eliminate the Rest

02:30 – Doing Less, But Better: How Focus Multiplies Growth

03:32 – People, Process, Pricing: The 3 Drivers of Low Profit Clients

04:56 – Growth Through Constraint, Not Complexity

05:49 – Simplified Services, Smaller Teams, and Scalable Packages

06:49 – Prototype for 1x, Build for 10x, Engineer for 100x

07:56 – Delegation, Process Playbooks & Scalable Onboarding

09:15 – Replacing Founder-Led Sales with Productized Offers

10:47 – The 10x Vision: What Would It Take to Serve 10 Clients at Full Revenue?

11:41 – Eliminate the 80%, Narrow the Offer, Scale the Systems

12:58 – Final Thought: 10x Isn’t About More Effort—It’s About More Focus

✅ Key Takeaways:

✔️ 10x growth requires subtraction, not addition—focus on what matters most.

✔️ The most scalable firms are built on constraint, not complexity.

✔️ If a client, process, or tool doesn’t align—cut it.

✔️ Replace “doing more” with doing less, better and at scale.

✔️ Founder-led sales only scale so far—invest in brand, offers, and productized delivery.

🔔 Subscribe & turn on notifications to scale your firm with confidence.

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!

💰 How to Measure & Justify Your Value as a CAS or CFO Advisor | CAS Minute

Link to YouTube Video

📢 Ever wonder how some firms charge premium prices for CFO and CAS services? Many firms struggle to justify their pricing because they don’t have clear ways to measure their impact. In this episode, we break down:

✔️ How to track and prove the value of your advisory services

✔️ Key metrics beyond revenue & profitability that show your true impact

✔️ How decision-making speed and confidence factor into your pricing

✔️ Why measuring client engagement can predict long-term success

⏱️ Chapters

00:00 - Why Some Firms Charge More for CFO & CAS Services

00:30 - The Challenge of Measuring Invisible Value

01:12 - Typical Financial Metrics & Why They Aren’t Enough

02:00 - Decision Quality Score: Measuring Faster & Better Client Decisions

03:47 - Client Risk Mitigation Index: Proactively Preventing Financial Pitfalls

05:00 - Tying EBITDA Growth to Your Advisory Decisions

05:41 - Capital Allocation: Helping Clients Invest Smarter

06:26 - Client Engagement: A Leading Indicator of Value & Retention

07:28 - Why Qualitative Feedback Matters Just as Much as Financials

08:00 - Final Thoughts: Measuring Value to Build a More Profitable Firm

✅ Key Takeaways:

✔️ Clients should feel your impact in real-time, not just in financial reports.

✔️ Tracking decision-making speed can prove your strategic value.

✔️ Mitigating risk and improving forecasting are key value drivers.

✔️ Capital allocation is a core function of high-value CFO services.

✔️ Engaged clients = satisfied clients = long-term profitability.

🔔 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