• 65 CAS Growth: Building Scalability, a Personal Experience

  • Jan 8 2025
  • Length: 6 mins
  • Podcast

65 CAS Growth: Building Scalability, a Personal Experience

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    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 👋

    LinkedIn: Roman Villard, CPA
    X: @FullSendCPA
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