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88 CAS Tech: 2 Recs...but Stop Following Trends

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Manage episode 506449580 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://podcastplayer.com/legal.

Got a question? Text me!

🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm!

Tired of chasing every new app or automation trend? In this episode of CAS Minute, Roman Villard calls out the shiny object syndrome plaguing modern accounting firms—and offers a practical mindset shift for building a tech stack that works for your team, your workflows, and your clients.

Learn how to avoid tech debt, reduce distractions, and make smarter, stability-focused decisions that actually improve your firm’s performance.

⏱️ Chapters

00:00 – Intro: Stop Chasing Tech That Doesn’t Serve You

01:04 – Fit Over Flash: Why Hype Isn’t a Strategy

04:17 – Flashy Tools Are Often the Shallowest

05:35 – Two CAS Simple Tools That Solve Real Problems

07:44 – Let Your Team Drive Tech Adoption

08:46 – Simplicity Scales: Why Stability Beats Novelty

09:43 – Tech Debt: The Cost of Poor Implementation

Key Takeaways:

  • Fit trumps hype – Evaluate tech based on how well it solves your firm’s problems, not someone else’s.
  • New tools come with hidden costs – Consider the time to train, document, and implement.
  • Involve your team early – If they don’t buy in, the tech won’t get used.
  • Simplicity scales – Fewer tools, used better, drive more value than a bloated stack.
  • Don’t build your tech stack for influencers – Build it for your clients, workflows, and team.

📢 Want to grow a scalable CAS practice that doesn’t collapse under the weight of complexity?

🔔 Subscribe and turn on notifications for more CAS Minute episodes each week.

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

  continue reading

88 episodes

Artwork
iconShare
 
Manage episode 506449580 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://podcastplayer.com/legal.

Got a question? Text me!

🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm!

Tired of chasing every new app or automation trend? In this episode of CAS Minute, Roman Villard calls out the shiny object syndrome plaguing modern accounting firms—and offers a practical mindset shift for building a tech stack that works for your team, your workflows, and your clients.

Learn how to avoid tech debt, reduce distractions, and make smarter, stability-focused decisions that actually improve your firm’s performance.

⏱️ Chapters

00:00 – Intro: Stop Chasing Tech That Doesn’t Serve You

01:04 – Fit Over Flash: Why Hype Isn’t a Strategy

04:17 – Flashy Tools Are Often the Shallowest

05:35 – Two CAS Simple Tools That Solve Real Problems

07:44 – Let Your Team Drive Tech Adoption

08:46 – Simplicity Scales: Why Stability Beats Novelty

09:43 – Tech Debt: The Cost of Poor Implementation

Key Takeaways:

  • Fit trumps hype – Evaluate tech based on how well it solves your firm’s problems, not someone else’s.
  • New tools come with hidden costs – Consider the time to train, document, and implement.
  • Involve your team early – If they don’t buy in, the tech won’t get used.
  • Simplicity scales – Fewer tools, used better, drive more value than a bloated stack.
  • Don’t build your tech stack for influencers – Build it for your clients, workflows, and team.

📢 Want to grow a scalable CAS practice that doesn’t collapse under the weight of complexity?

🔔 Subscribe and turn on notifications for more CAS Minute episodes each week.

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

  continue reading

88 episodes

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