100 CAS Firm: Starting a Firm in 2026? Find Your WHY
Failed to add items
Add to Cart failed.
Add to Wish List failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
-
Narrated by:
-
By:
Got a question? Text me!
🔔 Subscribe for weekly insights to build a leaner, smarter CAS firm!
Thinking of launching your firm in 2026? In this 100th episode of CAS Minute, Roman shares a raw and honest reflection on what it really takes to start—and stick with—a client advisory firm. From Reddit confessions to personal burnout stories and impact-driven purpose, this episode dives into the emotional and strategic cost of entrepreneurship. If you’re building a firm this year, don’t start without asking yourself: what’s your why?
⸻
⏱️ Chapters
01:26 – Defining Your WHY as a Firm Owner
01:58 – Reddit Confession: “I Dream of Not Being CEO”
04:19 – Mentorship, Partnerships & Feeling Trapped
08:43 – Facing Instability in the Early Years
11:38 – Your First Client vs. Long-Term Motivation
12:38 – Tying Purpose to Client Outcomes or Greater Causes
15:15 – Physical & Mental Wellness as Business Strategy
18:39 – Work That Fulfills the Heart, Not Just the Mind
22:04 – Don’t Obsess Over Tools—Focus on Outcomes
24:35 – Real Stories: Funding First Descents
⸻
✅ Key Takeaways:
- The first year will be hard—many 2025 firms didn’t make it to 2026.
- Define your “why” early. It’s the only thing that will push you through instability.
- Suffering isn’t a badge of honor—shift toward joyful productivity.
- Firm-building is personal—what makes you feel fulfilled?
- You don’t need a massive mission—but you do need one that matters to you.
⸻
📢 Want to build a CAS firm that lasts—and that you actually love working in?
Start with purpose. This episode will help you find it.
🔔 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