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Why Outsourcing Isn’t the Silver Bullet for Scaling Your CAS Firm

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Drowning in client work and thinking outsourcing is your way out? Think again. In this episode of CAS Minute, Roman Villard, CPA explains why outsourcing without foundational systems can make things worse, not better. Learn how to avoid chaotic delegation, build workflows that actually scale, and make outsourcing a tool, not your entire strategy.

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⏱️ Chapters

00:00 – Intro: Outsourcing Isn’t the Answer to Your Capacity Problem

01:04 – The Illusion of Scale: Cheap Labor ≠ Operational Leverage

03:05 – Communication Drag, Time Zones & Context Gaps

05:21 – When Outsourcing Does Work: Productized Services, Repeatable Onboarding

06:16 – Build a Knowledge Moat Before Scaling the Team

08:00 – Scalable Firms Are Boring (and That’s a Good Thing)

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✅ Key Takeaways:

• You don’t have a hiring problem—you have a systems problem.
• Outsourcing broken processes just magnifies inefficiencies (and frustration).
• Fix your workflows, SOPs, and onboarding before bringing in outside help.
• Train your team for outcomes, not just tasks. That’s how you scale well.
• Scalable firms are often the “boring” ones—tight scope, clear processes, and consistency.

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Full Send | Accounting & Data

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