Episode 8 - Roman Villard - Go Fu...

Episode 8 - Roman Villard - Go Full Send! The accountant emphasizing balance for success!

Protea Conversations by Zane Stevens
E8
Jul 24, 2024
47:24

Episode notes

Meet Roman!

Roman Villard is the founder of Full-Send Finance. He shares his journey in the world of finance, from accounting to his transition into business development and eventually starting his own firm.

Roman also discusses the inception of Full-Send Finance and its growth over the years. He emphasizes the importance of balancing work and personal life.

He shares his journey of starting an accounting firm and the importance of having a strong support system. He emphasizes the importance of professionalism and positivity when terminating client relationships. He also discusses his content creation efforts and advocacy for positive change in the accounting industry. Roman shares advice for new accountants and aspiring leaders.

Takeaways

- Accounting can open up doors to various opportunities

- The dynamics and culture of a small firm can provide a more fulfilling experience.

- Starting a firm requires dedication, hard work, and the ability to balance personal and professional life.

- Building relationships and a network is essential for success in the accounting industry.

- Content creation and advocacy can drive positive change in the accounting industry.

- Balancing personal and professional life is important for overall well-being.

- Improving internal processes and operations is crucial for the growth and success of a firm.

Chapters

00:31 Introduction to Roman Villard

01:27 Roman's Journey to Full-Send Finance

10:48 The Importance of Small Firm Dynamics

14:37 Starting Full-Send Finance

25:36 Building a Team and Increasing Scalability

25:58 Balancing Work and Personal Life

26:28 The importance of a support system

44:42 Advice for new accountants

46:39 Leadership advice

Connect with Roman:

LinkedIn personal - https://www.linkedin.com/in/rdvcpa/

LinkedIn company - https://www.linkedin.com/company/gofullsend/

Keywords

Leadership
Entrepreneur
Accounting
Bookkeeping
Quickbooks
QBO
Accounting Technology
Accounting Industry
Marketing
social media
business