Best Roman Villard CPA Podcasts (2025)

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84 CAS Growth: Your Focus is Limiting Your Growth 14:56

5d ago14:56

14:56

Got a question? Text me! 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. ⏱️ Chapte…

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The Freedom & Profitability You Desire Are Achievable w/Dawn Brolin, CPA, CFE 28:59

2M ago28:59

28:59

Send us a text Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other. The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achievin…

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The 7-Step Recruitment Process to Attract and Hire Top Talent w/Ryan Lazanis, CPA 40:03

2M ago40:03

40:03

Send us a text If you’ve been burned by a hire who looked amazing on paper but fell flat in execution, you’re not alone. According to Ryan Lazanis, CPA and founder of Future Firm®, almost 1 in 2 new hires fail within the first 18 months. Let that sink in. And it’s not because they don’t know how to do the work; they don’t have the right attitude. T…

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Security Workflow for Your Growing Accounting Firm: A Step-by-Step Guide with Brad Messner 31:43

2M ago31:43

31:43

Send us a text Growth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall. That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve b…

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It's Not Just All Willy Nilly | Balancing Growth & Profitability 40:24

2M ago40:24

40:24

🎙️ How We’re Building a Profitable Accounting Firm Without Burning Out | Building in the Wild – S3E2 🔔 Subscribe for behind-the-scenes content on growing a modern accounting firm 📢 In this candid episode, Roman and Stacey reflect on building Full Send in Year 3—navigating remote culture, profitability trade-offs, team growth, and staying focused. F…

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83 CAS Growth: 10X Is Easier Than 2X 14:02

3M ago14:02

14:02

Got a question? Text me! 🔍 Why 10x Growth Is Easier Than 2x for Your CAS Firm | CAS Minute 🔔 Subscribe for tactical CAS firm growth tips! 📢 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 you…

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How to Focus on Meaningful Growth While Living a Balanced, Fulfilling Life w/ Keila Hill-Trawick 26:48

3M ago26:48

26:48

Send us a text You didn’t start your business to work 80 hours a week. You didn’t leave your 9-to-5 to be chained to your inbox. So why does growth feel like dragging you away from the life you wanted to build? If you’ve ever wondered how to grow your business without losing yourself, Keila Hill-Trawick of Little Fish Accounting delivered the bluep…

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82 CAS Growth: Measuring Fractional CFO Service Value 8:11

3M ago8:11

8:11

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 trac…

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Standardize to Optimize: The Benefits of a Streamlined Tech Stack w/ Kellie Parks, CPB 37:57

3M ago37:57

37:57

Send us a text Imagine trying to cook a five-star meal in a kitchen crammed with unused cookware, mismatched utensils, and multiple versions of the same pans. Would you feel calm, focused, and in control, or overwhelmed and inefficient? According to Kellie Parks, CPB, Owner of Calmwaters Accounting, that’s exactly how your tech stack can either mak…

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81 CAS Growth: How To Find Top Talent In CAS 9:18

4M ago9:18

9:18

Got a question? Text me! 🚀 Rethinking Hiring in CAS: How to Build a Talent Pipeline | CAS Minute 🔔 Subscribe for more CAS growth strategies! 📢 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…

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Growing Gains & Pains: A Reflection on 2024 40:22

4M ago40:22

40:22

🚀 Lessons from a Year of Growth: Building a Firm in the Wild 📢 What happens when you build a firm from the ground up—live, in public? In this episode, we reflect on a full year of rapid growth, team expansion, and the challenges of scaling. We cover: ✔️ How we grew 116% YoY while maintaining team balance ✔️ Lessons from hiring, leadership, and cult…

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80 CAS Ops: How To Shift From Compliance Into Advisory Services 10:23

4M ago10:23

10:23

Got a question? Text me! 🚀 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 servi…

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Tear Down the Wall: Workflows for Bookkeeper and Tax Preparer Collaboration w/Nancy McClelland, CPA 30:13

4M ago30:13

30:13

Send us a text The divide between bookkeepers and tax preparers isn’t just frustrating; it’s costly. Miscommunication, duplicated work, and last-minute scrambles waste time and money. Worse, they leave small business clients with disorganized books and tax headaches. If you’ve ever found yourself muttering, "Why didn’t the bookkeeper clean this up?…

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79 CAS Mktg: Personal Brand vs Business Brand 11:07

4M ago11:07

11:07

Got a question? Text me! 🚀 Personal vs. Business Brand: Where Should You Focus? 🔔 Subscribe for more CAS growth strategies! 📢 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…

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78 CAS Sales: I Got Rejected. Ugh. 9:06

4M ago9:06

9:06

Got a question? Text me! 💼 How to Handle Sales Rejection in Client Advisory Services (CAS) 🔔 Subscribe for more CAS business growth strategies! 📢 Struggling with sales rejections in your CAS firm? Every advisory professional faces rejection, but the key is knowing how to handle it strategically. In this episode, we break down: ✔️ The most common sa…

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How to Optimize Your Solo Accounting Firm for a 15-Hour WorkWeek w/Erica Goode, CPA 29:48

4M ago29:48

29:48

Send us a text At WorkflowCon 2024, Erica Goode—a CPA, solo firm owner, and productivity strategist—shared a framework that flips the traditional 40-hour workweek. Erica runs a profitable, six-figure accounting firm and works 15 hours a week. No burnout. No endless to-do lists. No hustle-for-hustle’s-sake. Her strategy isn’t about shortcuts or work…

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77 CAS Sales: 3 Questions to Close More Deals 7:00

4M ago7:00

7:00

Got a question? Text me! On today’s episode of CAS Minute, we’re talking about the questions that actually move CAS deals forward. These aren’t surface-level, checkbox questions—they’re designed to uncover deeper needs, understand client expectations, and frame your services as the best solution. Whether you struggle with getting prospects to open …

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76 CAS Growth: Fractional CFO Services? Start Solving Problems. 9:10

5M ago9:10

9:10

Got a question? Text me! On today’s episode of CAS Minute, we’re diving into the world of virtual CFO services. Unlike traditional bookkeeping or compliance work, virtual CFOs focus on solving strategic financial problems. We’ll explore what this role looks like, how to deliver it effectively, and whether it makes sense for your firm to add it as a…

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75 CAS Ops: Choosing A Workflow Management Tool 9:53

5M ago9:53

9:53

Got a question? Text me! 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 scalabl…

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74 CAS Growth: Niching is Overrated...? 10:05

5M ago10:05

10:05

Got a question? Text me! 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 …

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How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA 45:30

5M ago45:30

45:30

Send us a text Scaling your accounting firm requires strategy, structure, and a system that evolves with you. It’s about creating frameworks—tailored, practical, and adaptable—to guide how your firm operates, serves clients, and builds a team culture that thrives. At WorkflowCon 2024, three industry leaders—Megan Comer, Roman Villard, CPA, and Chad…

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73 CAS Growth: Blog For Growth in 2025 8:46

5M ago8:46

8:46

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 so…

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72 CAS Sales: 5 Referral Programs You Can Create 6:25

5M ago6:25

6:25

Got a question? Text me! On today’s episode of CAS Minute, we’re rethinking referrals. It’s time to move beyond passive expectations and start building a system that works. From flat fees to tiered rewards, we’ll walk through the most effective methodologies for compensating clients and partners for referrals. You’ll leave with actionable strategie…

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71 CAS Growth: Lessons Learned...3 Mistakes I Made Early On 9:35

5M ago9:35

9:35

Got a question? Text me! On today’s episode of CAS Minute, I’m diving into the top 3 mistakes I made when starting my CAS firm. From overestimating capacity to underpricing services, I’ll share how these challenges impacted my firm and the lessons I’ve learned to avoid repeating them. Whether you’re in the early stages of building your firm or scal…

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70 CAS Growth: Why Your Firm Should Be More Like Cottage Cheese 6:09

5M ago6:09

6:09

Got a question? Text me! On today’s episode of CAS Minute, we explore strategies to revitalize your CAS firm and drive growth. Inspired by the unexpected industry comeback of cottage cheese, we unpack how rebranding, targeting emerging leaders, and innovating your services can transform your firm into a market leader. Learn how to modernize your fi…

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69 CAS SPECIAL: A Conversation With Amy Bridges - CAS Benchmark Survey 48:28

5M ago48:28

48:28

Got a question? Text me! On today’s episode of CAS Minute, we dive into the 2024 CAS Benchmark Survey with Amy Bridges from CPA.com. With her extensive experience in practice development and data-driven strategies, Amy unpacks the key findings from the latest survey. Discover actionable insights for CAS practitioners looking to elevate their servic…

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68 CAS Growth: Tips for Starting an Accounting Firm in 2025 24:07

5M ago24:07

24:07

Got a question? Text me! On today’s episode of CAS Minute, we dive into what it takes to start an accounting or CAS firm in 2025, reshaping how entrepreneurs approach the accounting industry. From cutting-edge technology to niche positioning, we cover everything you need to build a future-proof firm. Key points include: The 2025 Landscape: Emerging…

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How to Break Down Big Projects into a 3-Step Framework w/Justine Lackey 56:44

5M ago56:44

56:44

Send us a text Do big projects leave you feeling stuck? In this episode of the Accounting Flow Podcast, we’re chatting with Justine Lackey about her easy 3-step framework to make even the biggest tasks feel doable. She covered how to break projects into smaller steps, stay focused, and get things done without stress. Whether you’re managing your bu…

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67 CAS Ops: You DON'T Have a Services Library? 8:43

5M ago8:43

8:43

Got a question? Text me! Is your CAS firm running efficiently, or are you stuck in the chaos of undefined services? In this episode of CAS Minute, we uncover why a lack of a clear service menu could be holding your firm back. From managing scope creep to enhancing client trust, we’re breaking down the real costs of not defining your offerings—and h…

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66 CAS Growth: Client Onboarding is HARD, Let's Make it Easier 7:39

5M ago7:39

7:39

Got a question? Text me! In this episode of CAS Minute, we tackle the complexities of client onboarding in accounting firms, focusing on effective information gathering, historical data cleanup, and streamlined billing processes. Learn actionable strategies to enhance your onboarding experience, ensuring accuracy, efficiency, and client satisfactio…

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65 CAS Growth: Building Scalability, a Personal Experience 6:20

6M ago6:20

6:20

Got a question? Text me! On today’s episode of CAS Minute, Roman Villard shares how Full Send has introduced scalability into their CAS practice. Learn how centralizing knowledge with Notion, standardizing processes with a data warehouse, and building a scalable, market-aligned brand can help your firm grow sustainably. Whether you’re streamlining …

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64 CAS Sales: Charm Pricing, is it Right For CAS? 5:58

6M ago5:58

5:58

Got a question? Text me! On today’s episode of CAS Minute, we dive deep into the strategy of charm pricing and how it can reshape the way you present your services to clients. Learn why pricing like $4,999 is perceived differently than $5,000, the psychological principles behind this tactic, and how you can implement charm pricing to boost revenue …

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63 CAS Sales: Stop Selling Services, Start Selling Outcomes 6:04

6M ago6:04

6:04

Got a question? Text me! On today's episode of CAS Minute, we dive into the critical transition from selling services to selling outcomes, reshaping how CAS firms engage with clients to deliver long-term value. We explore the emotional connections created through outcome-driven narratives, the importance of differentiation in service offerings, and…

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62 CAS Recap: Top CAS Insights to Take Into 2025 8:23

6M ago8:23

8:23

Got a question? Text me! On today’s special episode of CAS Minute, we wrap up 2024 with a countdown of the year’s top insights for CAS leaders. From building a data infrastructure and simplifying your tech stack to adopting the ‘Give First’ sales strategy and charging for onboarding fees, these tips represent the best strategies we’ve shared to gro…

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61 CAS Next: Benchmark Survey - Scope Creep, Service Bundling, and Ideal Client Profile 5:31

6M ago5:31

5:31

Got a question? Text me! On today’s episode of CAS Minute, we explore three levers to accelerate revenue growth in your CAS practice: pricing models, bundled services, and client alignment. Using data from CPA.com’s CAS Benchmark Survey, we discuss how transitioning to fixed pricing drives steady growth but requires proactive scope monitoring to pr…

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60 CAS Holiday: Merry Christmas, Time for more Eggnog 0:50

6M ago0:50

0:50

Got a question? Text me! Merry Christmas from CAS Minute. Thanks for listening! Come Say Hi 👋 Full Send | Accounting & Data LinkedIn: Roman Villard, CPA X: @FullSendCPA YouTube: Full Send - Accounting & Data Data Podcast: Data FuelBy Roman Villard

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59 CAS Next: Benchmark Survey - Charging Tech Fees, Client Rentention, & Workforce Globalization 6:07

6M ago6:07

6:07

Got a question? Text me! On today’s episode of CAS Minute, we focus on how your technology decisions shape client retention, employee satisfaction, and scalability in your CAS practice. Data from CPA.com’s CAS Benchmark Survey shows that firms charging for tech setup fees generate higher revenue per client, while those experiencing higher staff sta…

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58 CAS Next: Benchmark Survey - Scaling SMART - Niching & Staffing 5:42

6M ago5:42

5:42

Got a question? Text me! On today’s episode of CAS Minute, we explore how focusing on niche strategies and dedicated CAS staffing can unlock higher profitability for your firm. We dive into data from CPA.com’s CAS Benchmark Survey, revealing that firms generating over 50% of their revenue from niches report 51% higher median billings per client, ye…

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57 CAS Tech: What's NEXT for CAS Tech? (4 of 4) 5:47

6M ago5:47

5:47

Got a question? Text me! On today’s episode of CAS Minute, we wrap up our four-part series on CAS technology with a forward-looking discussion on what’s next for CAS practices in 2025. We focus on three key areas to watch: the rise of AI agents for automating repetitive tasks, the importance of building a robust data infrastructure to enable action…

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The Workflow For Scheduling a Tax Prep w/Brenda S. Cannon, CPA 31:55

6M ago31:55

31:55

Send us a text Ready to conquer tax season without losing your mind? In this episode, Roman Villard, CPA, sits with Brenda S. Cannon, CPA, to break down the ultimate workflow for organizing and scheduling tax preparation with clients—without the headaches. Brenda shares her go-to strategies, tools, and tips for staying on top of appointments, strea…

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56 CAS Tech: 3 Ripple Effects of your Tech Decisions (3 of 4) 5:52

6M ago5:52

5:52

Got a question? Text me! On today’s episode of CAS Minute, we dive into the ripple effects of your CAS tech stack decisions and explore three compelling reasons to lean in: efficiency, future-proofing, and talent retention. Technology isn’t just about improving workflows—it shapes how your team operates, how your firm competes, and how you attract …

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55 CAS Tech: Condensing your Tech (2 of 4) 5:48

6M ago5:48

5:48

Got a question? Text me! On today’s episode of CAS Minute, we continue our series on building an optimal tech stack by diving into the concept of condensing your tech stack. Inspired by insights shared at Digital CPA, I reflect on the balance between exploring new technology and simplifying your systems to scale effectively. We’ll discuss how a str…

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54 CAS Tech: Optimal Tech Stack (1 of 4) 5:34

6M ago5:34

5:34

Got a question? Text me! On today’s special episode of CAS Minute, we kick off a multi-part series diving into building an optimal tech stack for your CAS practice. In this first installment, I share two foundational elements that drive success: data infrastructure and technology threading. We explore how a centralized data strategy not only improv…

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53 CAS Sales: Finding Clients on Day 1, A Beginner Guide 6:16

7M ago6:16

6:16

Got a question? Text me! On today’s episode of CAS Minute, we dive into how to find new clients for your CAS practice, especially if you’re just starting out. From leveraging your network and defining a niche to creating thought leadership and building referral partnerships, we’ll cover actionable strategies to help you land your first few clients …

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52 CAS Ops: CAS 2.0? It's Missing Something HUGE. 5:48

7M ago5:48

5:48

Got a question? Text me! On today’s special episode of CAS Minute, we take a closer look at CPA.com’s CAS 2.0 framework—a strong foundation for scaling advisory services. While the framework does a great job of outlining strategy, practice development, and operational excellence, it misses a critical piece: the transformative role of data. Join me …

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51 CAS Sales: Give First. Stop Selling Sales Consultations. 6:31

7M ago6:31

6:31

Got a question? Text me! On today’s episode of CAS Minute, we explore the ‘Give First’ strategy—a powerful approach rooted in the principles of The Go-Giver and inbound marketing. This methodology focuses on building trust by offering value upfront, whether it’s through a quick consultation, industry insights, or actionable tools. Tune in to learn …

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50 CAS SPECIAL: Audit Manager to Selling $3M+ per Year 22:44

8M ago22:44

22:44

Got a question? Text me! On today’s special episode of CAS Minute, we’re diving into a personal story—a bit longer than usual, but one that holds some hard-won insights. I’m sharing my journey from the ground up: starting with a $0 base salary at a firm, where I was initially all grit and zero guarantees, to eventually generating over $3 million in…

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49 CAS Sales: Building Accounting Client Personas 6:08

8M ago6:08

6:08

Got a question? Text me! On today’s episode of CAS Minute, we’re running a workshop on creating client personas to customize your CAS service offerings. We’ll guide you through defining client segments, gathering key data, building persona profiles, and tailoring services and communication strategies for each persona. By the end, you’ll have a clea…

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48 CAS Culture: Brand & Tech as a Retention Strategy 5:21

8M ago5:21

5:21

Got a question? Text me! On today’s episode of CAS Minute, we explore how brand and technology can help improve retention and recruitment in your CAS practice. We’ll discuss a few reasons why employees may just be more attracted to the type of firm you intentionally build through great branding and connected data. By the end of this episode, you’ll…

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47 CAS Marketing: Intuit Connect Preview - Building a Brand for Growth 5:15

8M ago5:15

5:15

Got a question? Text me! On today’s episode of CAS Minute, we dive into key insights from my session at Intuit Connect on building a brand for your CAS practice. We’ll explore what defines your brand identity, why it's important to maintain consistency across the entirer client experience, and build trust through transparency. Tune in to learn how …

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Roman Villard CPA Podcasts

Podcasts Worth a Listen

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