⚡️Roman Villard, CPA

Full Send - Accounting | Data

Elevating Financial Data for Growth Companies through Full-Cycle Accounting and Financial Advisory Services.

Founder

Full Send Design

Helping Accounting Firms build incredibly successful, recognizable, and relatable brands.

Co-Founder

Intuit

As a member of Intuit's Partner Council, I act as a liaison between the accounting community and the software they rely to get their clients work done.

Advisor

CPA.com

As a member of the CPA.com CAS Advisory Council, the purpose is to bring together progressive CAS
leaders from the CPA profession to advance thinking, best practices, strategies, and opportunities related to Client Advisory Services. The council serves as a forum for sharing insights, ideas, and best practices to drive growth and success in this critical area for the CPA profession.

Gusto

As a member of Gusto Partner Advisory Council, I have the opportunity to support building incredible Online Payroll & HR Solutions for SMB's nationwide.

Bramble

Bramble is a cloud-based platform designed to simplify management by providing real-time insight into:

Operational performance
Process cost and effectiveness
Sizing of improvement opportunities

Through our intuitive solution, your Operations, Transformation, HR, IT & Finance departments gain real-time access to all the key metrics required for effective, continuous, and sustainable improvement.

We are raising the standard of what it means to have true visibility of your operational performance in one location.

Bramble is not only the ideal platform for the current work environment, but also the optimal solution for the future of work.

AVL Growth Partners

Key Responsibilities included:

★ Finding & working with high-growth companies
★ Vetting quality client fit to ensure a great AVL employee experience
★ Evangelize the AVL story, brand, and services
★ Ensure AVL clients are connected to the best available services / capital to assist in their growth
★ Coach, guide, and mentor early-stage companies on financial strategy

Head of Growth

Embark

Key Responsibilities Included:

★ Manage and lead growth efforts in the new Denver market
★ Identify and close middle-market ($100M-$1B) opportunities
★ Educate prospective clients on accounting and finance solutions
★ Evangelize the Embark brand and build relationships through networking
★ Build and manage sales processes from origination to close

VP of Business Development

Crowe

As a Manager at Crowe, I built upon my 7 years of diversified audit experience to manage audit engagements for clients ranging from $50M to $4B in the technology, financial, and manufacturing sectors.

Key accomplishments:
★ Local subject matter expert of blockchain accounting and assisting with related global product development
★ Business combination, variable interest entity, ASC 606 implementation, and financial analysis experience
★ Developed and reviewed reporting recommendations and analysis for small to mid-size companies in emerging industries

Audit Manager

Baker Tilly US

During my time at Montgomery Coscia Greilich, LLP (acquired by Baker Tilly), I specialized in private equity fund audits as well as PE portfolio companies. Working with PE funds, a significant amount of time was dedicated to acquisition accounting and business combinations.
  
Key accomplishments:
★ Managed 12 engagements with a total of 15 supporting staff while increasing year over year engagement realization by an average of 24%  
★ As an associate and senior associate, I generated greater than $100,000 of revenue through cross-selling compliance, financial advisory, and transaction services
★ Presented CFOs and management teams with audit results including significant deficiencies and material weaknesses based on financial controls
★ Created onboarding training materials and personally onboarded over 100 employees in 5 years

Audit Senior

The name of my game 👉 providing high-caliber accounting and data services for growing companies and changing the accounting industry for the better

☝️ I've been a CPA for over 14 years, but I am an entrepreneur who loves building, tinkering, and surrounding myself with smart and creative people.

✌️ I value community, discipline, and connectivity. I love participating in, developing, and helping others get plugged into communities. Build together, go farther.

👌 I get really jazzed up by listening to other passionate people talk about their vision. It brings great fulfillment to play a small part in others' success. It could be through a direct service or through making an introduction that opens doors.

Full Send is breaking down the walls of accounting and data services by identifying the best technology to support actionable data and by identifying the best talent to yield high caliber service. If you have any accounting, finance, or technical issue around numbers - we're your team.

I love talking about the fundraising journey, pitching to investors, accounting, financial reporting, or a new idea that you're looking to pursue. Shoot me a DM!

My specialties include: Entrepreneurship, Bookkeeping, Accounting, Financial Reporting, Financial Tech Stack, Business Development, GTM Strategy, and Sales Process

My 5-10 year goals:

Elevate the Full Send team to become leaders in our industry - "Call Full Send"
Go-to Network Connector for Early-Stage Venture & Accounting Needs - "Call Roman"
Be a heart-driven empathetic leader that builds great culture and teams.

Just two guys in the gym this morning.

One still deep in the firm building life and the other happily enjoying…”retirement”?

Both can’t sit still.

Both obv have great style.

One doing Hyrox-y things, one running.

Both driven by community, pushing others forward, and getting after it in the gym.

Definitely a role model, mentor, and good friend to me.

Ladies and gentlemen, Kenji Kuramoto in the wild.

#gofullsend

Founder @ Full Send | Accounting, Automation & AI | Dad | Aspiring Ultra Runner

No alternative text description for this image

My dream dog, acquired. Then, given up.

It was 2017 and we decided to get a dog. Not just any dog, but a Belgian Malinois. iykyk.

These dogs are called “fur missles” as they are often used in special forces, law enforcement, and protection training. Incredibly smart and energetic.

It was awesome, this dog could do anything. Anything. Fiercely loyal.

Problem was, he was highly loyal to me and protective of me. Let’s just say that created a family dynamic that was…tough, while also navigating a new marriage at the time.

Without going into details, I often joke with folks that it was the hardest decision of my life to keep the wife or dog. We ended up re-homing this pup to a great life on lots of property by a lake. (I made a good decision on this one 🙃)

I cried most of the nonstop 25 hour road trip to bring him to his new home. I often reflect on that experience of trying to uncover the potential unintended outcomes or circumstances that could arise from something I want to do or acquire. Life lesson, learned the hard way.

Now, experiences like that subliminally influence my business decisions on a regular basis. The more time spent navigating difficult situations, the more perspective and wisdom on the back end. For that I’m grateful.

#gofullsend

Running a firm.

3 kids under 5.

Building healthy marriage.

Focusing on physical & mental health.

Community.

Some days it’s hard to figure out how everything gets done. It’s hard to find time. It’s easy to always respond with “I’m busy.”

I’m a firm believer that people make time for what’s important to them. Everyone is busy, but what are they busy with? Work, school, Netflix, happy hour, fitness… I often reflect on what is making us “busy” and try to ensure that they are things that are helping us grow, learn, and move forward.

The older I get, the more I witness the value of community. Personally and professionally. Beyond faith, it’s one of the few glues that holds everything together.

We recently hosted 22 dear friends for dinner and cannot be more grateful for our community. Life giving.

This is a great week to lean into your community. So is every week, but at least this one you get to eat steak on Thursday.

#gofullsend

Accountants! You still have questions about updates to Intuit Accountant Suite (QBOA updates) and changes to the Intuit ProAdvisor program.

So do I!

Join me on December 2nd at 1p MST as I host a LIVE LinkedIn conversation with Jaclyn Anku and Karla Uribe to answer all of your open questions!! No stones left unturned.

Here is a link to the event: https://lnkd.in/gHRZNxp3

If you're not able to join us live, feel free to register so that you can have access to the recording.

Send me all of your questions! Many of you may have heard updates at Intuit Connect or through email and we'll real talk about all of those updates live.

Looking forward to a great conversation 👍

#accounting

LIVE on December 2nd - What's changing with Intuit Accountant Suite & ProAdvisor?!

Register here: https://lnkd.in/gHRZNxp3

So many updates are coming through the pipeline for accountants who use Intuit. Join me, Karla, and Jaclyn on a live discussion to answer all of your (and my) questions!

If you're an Intuit ProAdvisor or accountant working in QBOA - this is for you!

#accounting

It’s been well over 3 years and moving into our 4th year here at Full Send - Accounting | Data .

This photo is from before we had any website, any clients, and any team members. Just hustling on the peloton while building a website.

Since that photo was taken, we have:

- Raised over $15k for our nonprofit partner

- Helped clients fundraise $75M+

- Collected over $400k of cash for a client who deemed it uncollectible

- Launched a Data, Automation, & AI department

- Recently saved a client $1M+ and conversely helped make them $1M+ through advisory services

- Built an agent for a client to help save each of their sales team members over 5+ hours PER WEEK

- Have hosted amazing team events with our 16 team members

- and so much more that I’m deeply proud of

While the original ethos, mission, and growth mentality have not changed, none of this would have been possible without incredible team members, partners, and community. I’m so grateful for the tribe that surrounds Full Send to create the impact that we’re continuing to further.

Don’t get me wrong, I have been brought to tears of pain more than a handful of times throughout this journey, but it’s important to keep the gaze upon the good.

No, I don’t ride the peloton nearly as much as my physical efforts have transitioned to running, but the same intensity remains. Hustle. It’s not a 247 hustle as I’m more intentional than ever to ensure my time is spent in the right arenas to continuing to further our impact across the board.

Onward ✊

#gofullsend

So many folks who want to post more on LI often ask me.... How do you come up with so much content?!??

Here's one way:

The vast majority of meetings I have are transcribed by Krisp. I have a super simple Zapier flow set up to securely analyze the transcript, apply a prompt to the transcript, and return the response to me in Slack.

The chat prompt is a quick dissection of the conversation to highlight key elements that could be helpful to others, anonymized to protect any names or numbers, and spit back to me in a specific format to provide an overview of the insight alongside a quote from the conversation to reinforce the point.

So, after all of my meetings, this flow is automatically triggered and I get a slack within about 1 minute of the conversation concluding with ideas that I can use for any type of content.

NOTE: I DO NOT LET CHAT WRITE THE POSTS FOR ME. NEVER HAVE.

But...It's a very easy way to have a constantly flowing stream of ideas.

Oh, and you can apply this same logic to specific conversations as well:

- Proposal Meetings: Generate Scope
- Financial Reviews: Summarize key points to save in client data, share with client, or create action items
- Team Reviews: Log summary, scores, and feedback points to HCM tool

The list goes on and on and on... Happy Monday 👍

#gofullsend

I REALLY didn’t want to run this morning.

BUT I forced myself to get out there because I know some of you are still chasing down your clients for uncategorized $30 expenses.

Stop doing that and start focusing on what really drives their business.

Join me at 11:40 MT today at Financial Cents  WorkflowCon to talk about how to drive meaningful advisory services for your Clients.

If you can’t make it, register anyway and catch the recording afterwards. Link in comms.

#accounting

If you’re traveling to see family, just shoot for a >1 NDR this week.

Net Dishes Ratio = total dishes cleaned / total dishes used 

If you have kids you need to add 100% for every kid as the goal NDR.

This will make you a champion of Thanksgiving. You’re welcome.

AI-driven visual explanations are pretty rad. 

Cash vs Accrual vs GAAP in a single page.

The hype cycles of 'what AI model is best' continues to rage on, but at some point we're going to hit product (and human) parity where it doesn't really matter what the underlying model is and how you embed the tooling into your workflows will be what makes the difference.

I had a great conversation over the last week about the lack of true AI-utilization embedded in accounting workflows. Save a few firms that I have done deep-dives with.

SO many firms are flexing their AI approach, yet you anecdotally hear how it hasn't truly elevated their clients' or team's experience. I won't even get into the PE side of this conversation.

It's easy to feel behind with most hogwash AI-centric marketing these days. So long as you're continuing to focus on your team and your clients, you'll do great. 

Side note - a big part of focusing on team + clients is how you use technology to enable their success....so you can't just sit on the sidelines, but those two stakeholders need to be at the center.

#accounting #ai

taplio

⚡️Roman Villard, CPA's Linkedin Analytics