))
65 CAS Growth: Building Scalability, a Personal Experience
Manage episode 460000509 series 3582811
Content provided by Roman Villard, CPA, Roman Villard, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roman Villard, CPA, Roman Villard, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 internal workflows or enhancing client engagement, this episode is packed with actionable strategies.
• Centralizing firm knowledge with Notion
• Standardizing processes and data in a scalable data warehouse
• Building a brand that resonates with your target market
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
84 episodes
Share
