A Year in Review with Roman Villard

Randy welcomes back Roman Villard from Full Send Finance for Episode 171 almost a year after the recording date of Roman’s first appearance on The Unique CPA. They discuss the progress and growth Full Send has seen in nearly a year, including updates on new service lines, team expansion, and a re-focus of how to track what progress actually means for the firm and its clients. Roman stresses that looking at internal operations over revenue metrics means that they are measuring something that is more impactful than just making money for the firm, and discusses the successful implementation of a data intelligence vertical. They also touch upon maintaining a strong company culture and the positive impact of letting go of a major client for the sake of team well-being.

Important Links

Full Send Finance

Roman Villard, CPA on LinkedIn

Accounting Flow Podcast

Building in the Wild Podcast

CAS Minute Podcast

About the Guest

Roman Villard, CPA is the founder of Full Send Finance, which provides high-caliber accounting and data services for growing companies with the goal of changing the accounting industry for the better. A CPA for nearly 15 years, Roman kept his focus on seed through Series B stage startups in the tech sector when he founded Full Send. Having declined a position at EY Tulsa to work at a regional firm, Roman has constantly sought to work with smaller companies.

Full Send seeks to break 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. Whether it’s the fundraising journey, pitching to investors, accounting, financial reporting, or the new idea that defines a startup, Full Send has the expertise to help startups grow.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.