CAS Clarity in 5 with Roman Villard

✋Welcome to The CAS Cache, a newsletter designed to help accounting firms grow their CAS offerings.

This series, CAS Clarity in 5, powered by FinDaily.io, brings you five rapid-fire questions with kick C@$ people: uncovering the tools, KPIs, and lessons driving CAS success.

This episode of the CAS Clarity in 5 is with Roman Villard, founder of Full Send, who shares his firm’s mission, top tool, favorite KPI, how he gets unstuck, and what he’d do sooner.

🎯 Firm Goal/Mission: Elevate outcomes for our team, our clients, and our community.

⚙️ Tech Tool: Make is their automation backbone.

📊 Favorite KPI: Cash conversion cycle for clients + team NPS internally.

🔑 Getting Unstuck: Running + sunlight + sauna = mental clarity.

🔮Did Sooner in Their Accounting Firm: Commit to a tech stack earlier instead of chasing shiny tools.

🗣️Want the full conversation?
Watch the episode on YouTube 👇 or listen on Apple Podcasts or Spotify for the complete CAS Clarity in 5.

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Thanks for reading, Luke Templin!

P.S. Enjoy learning from other CAS leaders? Join the Kick C@$ Community risk-free for 30 days. All I ask is that you introduce yourself and jump into one conversation.