Full Send Founder | Startup Junkie | Extrovert CPA | Second-Ball Birdie Golfer. Go Full Send.

Colorado, USA
Joined July 2022
My go to playlist for flow state work jams. In case anybody needed a new playlist going into 2025.
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Does anyone use practice protect and/or experience issues today? #TaxTwitter
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Roman Villard, CPA retweeted
Today, 12 PM EST, the Accounting Flow Podcast will be going live with @GeraldineCarter and @FullSendCPA. If you are stuck in the cycle of overwhelming work with no time for yourself or to even think strategically, set your reminders and join this live session here: bit.ly/4bYgKjm Don't forget to come with your questions too!
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Connecting with some of the best in the biz here at #GustoNEXT. @systemsixbooks Josh Hall CPA & Sarah Prevost
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At our firm, we track sales metrics like a SaaS company - MRR, CAC, LTV, and ACV (Avg Contract Value). The most interesting one to me is ACV. And it’s not about increasing prices. It’s more about aligning our value prop/pricing to the right client profile. I just ran a 5 part series on CAS sales and GTM strategy on the CAS Minute podcast. It’s just barely scratching the surface 😈.
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Roman Villard, CPA retweeted
Replying to @robbrownonline
@accinfluencers @AlNeshaJ_CPA @FullSendCPA @chaddavis & Hitendra Patil from @Datamatics have a great conversation about this year's #btgconference. Tune in as they talk about their favorite part of last year's conference & what they hope for this year! bit.ly/3XThX89
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The CAS world is moving fast. New technology, higher standards, and new ways we should be using data to drive value to our clients. Quality CAS services are dependent upon a quality relationship and CAS mindset. Check out my latest blog with Intuit QuickBooks to help you think about how to develop a CAS mindset - bit.ly/3ViKjFZ #gofullsend #paidpartnership
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What I expect from my clients when I deliver financials…
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Time is the most precious asset on your balance sheet. Thanks Ramp for the cool socks 🤘
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Firm owners and accountants need to be paying attention to CAS. I believe it's the future of our industry. It's not enough for us to simply 'check the box', we need to leverage technology and education to develop a CAS mindset from top-to-bottom. Check out my latest blog with Intuit QuickBooks to help you think about how to develop a CAS mindset - bit.ly/3ViKjFZ #gofullsend #paidpartnership
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Over 5,000 miles traveled in the last 5 days. Conference, funeral, and now a wedding. 3 different states, none of which close to home. One thing that rings true throughout - relationships. Invest in people. Highest yielding investment around.
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Wild. Is there a thorough vendor T&C’s review through programs like @ycombinator or @Techstars? This type of clause poses such a huge risk to startups.
I just cancelled my Adobe licence after many years as a customer. The new terms give Adobe "worldwide royalty-free licence to reproduce, display, distribute" or do whatever they want with any content I produce using their software. This is beyond insane. No creator in their right mind can accept this . You pay a huge monthly subscription and they want to own your content and your entire business as well. Going to have to learn some new tools.
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Roman Villard, CPA retweeted
Replying to @luke_templin
@luke_templin on the necessity of advisory professionals for the modern business. Check out the whole episode as Luke, @danluthi, and @FullSendCPA recap their time at the #LiveFlowHouse, Luke's infamous pancakes, and the future of the CPA/CFO space. #taxtwitter
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Yesterday, I asked @LorilynWilson how to tweet. She recommended just to be a savage and then asked what my goal with X was. I said that I didn’t have one. She asked me why be on the platform in the first place? Good point. Do you people out there have goals on this platform?
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Finally headed to #ENGAGE24. First stop - @kristenkeatsCPA cabana. “I will never not cabana.”
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A CFO without a comprehensive data strategy is a handcuffed CFO. Most CFO's utilize "data", but often it's like a horse with blinders on - they're not seeing or ingesting data points from across their entire organization. It's starting to become a necessary tool in the CFO's tool belt.
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Roman Villard, CPA retweeted
If you're a CFO or running advisory services for your clients, you owe it to yourself to check out LiveFlow.
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Roman Villard, CPA retweeted
Take notes from @RCrabtreeCPA , @FullSendCPA , @kellie_parks & @kristenkeatsCPA on building a strong culture. Sign up for FREE today (& earn cpe while you're at it) bit.ly/3BokKJl #workplaceculture #culture #taxtwitter #practicemanagement #trimerit
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