Best Roman Villard Podcasts (2024)

Today, we are in part 3 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover the 3 primary pricing strategies for CAS firms and how to decide on one for you firm. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Decid…

1
07 CAS Sales: Creating a Value Proposition & Messaging [2 of 5] 4:58

Play Pause

5d ago4:58

4:58

Today, we are in part 2 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover how to create a value proposition matrix for your services and target audience. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding yo…

1
06 CAS Sales: Identifying Your Target Audience [1 of 5] 4:23

6d ago4:23

4:23

Today, we kick off a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover how to identify the right target audience and build a buyer persona for your firm. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding your pr…

1
05 CAS Foundation: What is CAS? 4:52

7d ago4:52

4:52

Today we talk about what CAS is - Client Advisory Services, Client Accounting Services, etc. and how the market defines it. We also hit on the future of the industry and how we must swiftly move into technology and AI adoption to secure a bright future. CPAPractice.com CAS ArticleBy Roman Villard, CPA

1
04 CAS Ops: 11 Tips From LinkedIn 4:53

8d ago4:53

4:53

In today's episode we talk through 11 ways to transform your CAS practice. From pricing to finding joy, we hit on a variety of high-level suggestions to consider diving into in order to build the practice you want.By Roman Villard, CPA

1
03 CAS Culture: Stop Looking For A Culture Fit 4:46

9d ago4:46

4:46

Today we talk about CAS recruitment, culture, and 3 tactical ways to personalize the mission, vision, and values of your firm to your CAS team.By Roman Villard, CPA

1
The Techstars Journey ft. Chelsea Lamego, Co-Founder at FundMiner 30:28

9d ago30:28

30:28

Key Takeaways: Initial Inspiration: Chelsea's experience at UTEP, dealing with technological gaps, motivated her to create FundMiner. Market Validation: She validated the market need through her network and professional organizations. Partnership: Finding a skilled partner was crucial to the success of FundMiner. Raising Capital: Early fundraising …

1
02 CAS Marketing: Value Proposition 4:09

12d ago4:09

4:09

Today we talk about why your CAS value proposition is not 'quality service'. We dive into how to think about and construct a value proposition for CAS.By Roman Villard, CPA

1
01 CAS Sales: You're Not The Hero 3:36

13d ago3:36

3:36

Today we talk about sales messaging and one way to frame your CAS offering to prospective clients. References: The Customer is the HeroBy Roman Villard, CPA

1
How to Understand the Health of Your Accounting Firm with Streamlined Systems in Place 35:36

14d ago35:36

35:36

Send us a Text Message. In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm. They touched on: Why streamlined processes are game-changers for accounting firms How to spot and fix those pesky workflo…

1
Building Teams That Last: Recruitment and Retention Strategies for Scaling Your Accounting Firm 31:59

29d ago31:59

31:59

Send us a Text Message. In this insightful episode, Roman Villard, CPA, sits down with Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, to discuss the critical elements of building lasting teams. As firms scale, the challenges of recruiting and retaining top talent become paramount. Randy shares his proven strategies…

1
How to Develop a Go-to-Market Strategy 29:46

2M ago29:46

29:46

Send us a Text Message. Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas. Struggling to …

1
How to create workflow strategies for regulatory changes with Dawn Brolin 28:35

2M ago28:35

28:35

Send us a Text Message. Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas. Staying ahead …

1
Building a NEW Venture Ecosystem // Emma Clark, COO at Sweater Ventures 42:51

2M ago42:51

42:51

Transforming Venture Capital: The Sweater Ventures Journey with COO Emma Clark In this in-depth conversation, Emma Clark, COO of Sweater Ventures, shares her journey from a background in FinTech and her pivotal role at Recurly to join Sweater Ventures, aiming to democratize access to venture capital. Through self-reflection on her pathway and exper…

1
This firm owner’s process for onboarding new clients and improving their experiences 35:53

3M ago35:53

35:53

Send us a Text Message. Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas. In this episod…

1
Founder Navigating Pivots, Fires, and Apricots. 49:31

3M ago49:31

49:31

S02:03 - Founder Navigating Pivots, Fires, and Apricots. This is a story about Founder vision and why it's imperative to stay aligned with your ethos, vision, and values. We dive into an exploration of Copycat's evolution from a Hollywood-sourced copywriting company to a full fledged narrative agency. As a Founder, Shawn has developed a stronger Fo…

1
Balancing tech and touch: How to personalize client experiences in automated processes 32:03

3M ago32:03

32:03

Send us a Text Message. Accounting Flow is a podcast deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas. Imagine a world wh…

1
How Finance Automation Can Transform Your Accounting Firm With Tom & Jesse 36:42

4M ago36:42

36:42

Send us a Text Message. Accounting Flow is a podcast deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas. Step into the late…

1
How to 10X your firm’s efficiency by automating low level tasks 32:26

4M ago32:26

32:26

Send us a Text Message. Ever wonder how some firms seem to be on the fast track, leaving everyone else in the dust? 🤔 The secret is out in our latest podcast episode with Michael Astreiko, the founder of Synder. We're diving deep into the game-changing world of automation, showing you exactly how to reclaim time, boost productivity, and focus on wh…

1
Gilded, Courtly Cage • Teaser 2:15

4M ago2:15

2:15

I am in the script-making part of the next season of The Thief, so there’s not much creative exhaust that makes for a neat update. Instead, how about a new teaser? Here is a letter found in Wirwen Osgard’s things. Transcript Credits Written and produced by Michael Schofield Voices in order of appearance: Micah Schroeder is Gisela, Michael Schofield…

1
How Kellie Parks used workflow checklists to scale her firm 39:01

4M ago39:01

39:01

Send us a Text Message. As an entrepreneur, Kellie Parks understands the challenges of scaling a business firsthand. T Through years of dedication and innovation, she's transformed her firm into a powerhouse firm known for its efficiency, accuracy, and client-centric approach. Now, she's ready to share her secrets with you. In this captivating epis…

1
Understanding Venture Debt with Brian Parks 30:48

5M ago30:48

30:48

Understanding Venture Debt with Brian Parks of Bigfoot Capital This episode features a detailed conversation with Brian Parks, the founder of Bigfoot Capital, a company providing a different capital option for founders to pursue growth. Roman and Brian discuss the world of venture debt, with Brian explaining how his past experiences as an operator …

1
Creative Strategies to Improve Your Bookkeeping Management Process - Must Try! 26:42

5M ago26:42

26:42

Send us a Text Message. Join host Roman Villard, CPA and guest Alexis Sadler, CEO Accounting Therapy Inc. on the Accounting Flow Podcast as they share easy-to-understand tips for better bookkeeping. Learn how Alexis made managing finances easier by using smart, creative ideas. In this episode, you'll discover: Alexis's story and the challenges she …

1
Pivoting Startups - Tale As Old As Time 21:06

5M ago21:06

21:06

In this episode, hosts Stacey and Roman discuss the progress of the second season of 'Building in the Wild' in 2024, reflecting on internal growth, frequent changes, and constant evolution in their own journey as well as those of their clients. Speaking at length about their accounting firm, the hosts share insights from their plan to reinvent thei…

1
Unlikely to Survive • Trailer 1:10

5M ago1:10

1:10

"The Thief" is a Dungeons and Dragons actual play, with just one player -- Sisi Wei -- and a full cast of NPCs, supported with soundscapes. The original world is grim, and it is unlikely the thief will survive. --- Behind the scenes: http://thiefpodcast.com Support for just $2 per episode: https://patreon.com/thethief Thief Companion Podcast: https…

1
The Do's and Don'ts of Selecting an Operational System For Your Firm With Stacey Feldman 34:01

6M ago34:01

34:01

Send us a Text Message. Explore the ins and outs of choosing the right operational system for your firm with host Roman Villard and industry expert Stacey Feldman on the Accounting Flow Podcast. In this episode, they break down the details of picking systems, looking at the important things to do and avoid that can impact how well your firm runs. 🚀…

1
Everything you need to know on optimizing your accounting firm's workflow in 2024 31:55

6M ago31:55

31:55

Send us a Text Message. Ready to ditch the chaos and embrace a smooth, efficient accounting workflow in the new year? Buckle up, because the Accounting Flow Podcast has got you covered. In this episode, host Roman Villard sits down with Matthew May, President of Acuity Accounting, for a deep dive into optimizing your firm's processes for peak perfo…

1
Scaling Success: The Power of Community Partnerships & Engagement 26:10

7M ago26:10

26:10

Send us a Text Message. In this interesting episode, Jessica McCracken, the Strategy & Partnership Leader for Accountant Segment at Intuit joins host Roman Villard to discuss her unique insights and strategies on leveraging community partnerships and engagement to expand firms’ reach and impact. This episode is filled of insights for anyone interes…

1
The Future of Firm Collaboration: Dave Kersting & Tonya Schulte’s Co-Firming Blueprint 30:43

7M ago30:43

30:43

Send us a Text Message. In this episode, host Roman Villard brings together two remarkable guests, Dave Kersting and Tonya Schulte, firm owners who have harnessed the incredible potential of collaboration to achieve shared success. Dave and Tonya share their personal experiences, the hurdles they've overcome, and the remarkable achievements they've…

1
Startup vs Corporate Career Paths 34:00

7M ago34:00

34:00

Startup vs Corporate: Comparing Work Experiences and Evaluating Opportunities In this discussion, Stacey Feldman and Roman Villard explore the differences between working in a startup and a larger corporation, focusing on the advantages of each as well as the challenges. They discuss the pace and nature of learning in both environments, the impact …

1
The process this firm owner uses to manage his 100% remote firm 39:41

7M ago39:41

39:41

Send us a Text Message. In this enlightening episode of Accounting Flow Podcast, host Roman Villard welcomes Chad Davis, a visionary firm owner who has successfully mastered the art of remote management. In this episode, titled "The Process This Firm Owner Uses to Manage His 100% Remote Firm," Davis reveals the secrets behind his effective remote l…

1
Full Send at QuickBooks Connect 2023 36:51

8M ago36:51

36:51

QuickBooks Connect Conference: Recap and Key Takeaways In this episode, hosts Stacey Feldman and Roman Villard share their experiences and key takeaways from QuickBooks Connect conference in Las Vegas. They explore topics such as community building, relationship strengthening and new technology adoption within the accounting industry. They dive int…

1
How this firm owner gets work done in a 15-hour workweek 28:47

8M ago28:47

28:47

Send us a Text Message. In this insightful episode, Erica Goode, CPA, Fractional CFO for Consultants & Agency Owners joins host Roman Villard to discuss her process for managing a 15-hour workweek. Listen in as Erica reveals her top tips for optimizing work processes, prioritizing tasks, and employing technology to streamline operations. Discover h…

1
Hate Budgeting? We get it. Start here. 27:17

8M ago27:17

27:17

In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about budgeting and year-end planning for business owners. Where do you start with budgeting? How do you think about building out an initial framework? What's the easiest way to get started? A few tips on getting a plan set for 2024. 👥 CONNECT WITH US 👥 Roman Villard, CP…

1
"Thief" • Chapter Four :: Season Finale 23:55

8M ago23:55

23:55

A house like the Merchants never sleeps for long. Credits Written and produced by Michael Schofield. Played by Sisi Wei. Sound design by Michael Schofield. Hector is Jeremy Roman Lady Merchant is Patricia Wires Nora is Patricia Wires Anna Braithwaite as Her Lady's Maid Fletcher Noman as Valet 1 and Guard 1 Music Medieval Harp 2 by _Blacksmith_ 2 Vi…

1
Our 2024 Plan(ning) 31:15

8M ago31:15

31:15

In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about 2024. How do we plan on evaluating new technology? What will go forward hiring look like? How do we plan to get further engrained in our industry? A riff session on 2024 for us, and some fun along the way. 👥 CONNECT WITH US 👥 Roman Villard, CPA: @fullsendcpa, https…

1
How this firm owner built automation to achieve an increased client retention rate in his firm 27:17

9M ago27:17

27:17

Send us a Text Message. In this eye-opening episode, Korey Cournoyer, the Director of Corporate Development & Strategy at Growth Lab Financials, joins host Roman Villard to discuss the process for building efficient automation for your firm. Their conversation covers how to leverage automation tools to serve clients better while improving retention…

1
Early Financial Operations for Startups 32:44

9M ago32:44

32:44

In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about all things startup accounting and finance, from day 1. Where should you start to look to set up your financial infrastructure? What are key pitfalls to avoid on the journey? When is the right time to bring in an outside partner? What is the difference between a boo…

1
Build Together, Go Farther 31:49

9M ago31:49

31:49

In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about all things community. Why is building a community so important? How and where do you get started? What are formal and informal ways to go about getting engaged in the community? 👥 CONNECT WITH US 👥 Roman Villard, CPA: @fullsendcpa, https://www.linkedin.com/in/rdvcp…

1
How this firm owner effectively manages communication across her firm 33:12

9M ago33:12

33:12

Send us a Text Message. In this episode, Marie Greene, Founder of Connected Accounting LLC, joins host Roman Villard to discuss communication management strategy and its process. Their conversation covers how to leverage technology to serve clients better, creating SOPs for the team, and workflow standardization. The episode concludes with advice f…

1
Startup Metric Madness 30:59

10M ago30:59

30:59

S01:E07 In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about startup financial data and metrics. What are the key issues that we see for seed stage SaaS companies? How do we think about financial data and reporting? How are companies thinking about decision making at the early stages relative to their metrics? 👥 CONN…

1
How this firm owner uses efficient workflow for their spend management process 25:26

10M ago25:26

25:26

Send us a Text Message. In this episode, we dive into the world of efficient spend management workflows with a special guest, Dan Luthi, the visionary owner of Ignite Spot, a leading outsourced accounting service. Join us as we explore the strategies and insights that have propelled Dan's firm to success. 💡 What You'll Learn: 📈 Discover the power o…

1
Always Be Closing (Our Sales Journey) 35:50

10M ago35:50

35:50

In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about sales and marketing. How did we start building a sales environment? What were some of the key pricing considerations? How can you position yourself really well in the market to establish a good sales foundation? 👥 CONNECT WITH US 👥 Roman Villard, CPA: @fullsendcpa,…

1
Night Callers • Chaper Three :: Part Two 19:40

10M ago19:40

19:40

Symphony's audience with Lady Merchant concludes, and she spends her first fortuitous night in Merchant's Row. Credits Written and produced by Michael Schofield. Played by Sisi Wei. Sound design by Michael Schofield. Cast, in order of appearance: Patricia Wires as both Lady Merchant and Nora Charles Villard as both Marley Osgard and the lovesick Go…

1
Founder Fears & Hiring 30:38

10M ago30:38

30:38

S01:E05 In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about hiring. The planning, the strategy, and the fear in bringing on new employees. Why are your first several employees critical to your success? As an early-stage company, how do you go about planning to hire? Why is it such an emotionally daunting task? 👥 CON…

1
Re-introduction: Welcome to the Accounting Flow Podcast 26:38

10M ago26:38

26:38

Send us a Text Message. In this episode, Shahram Zarshenas, CEO of Financial Cents, joins host Roman Villard to discuss the new brand mission and vision for the Accounting Flow podcast. Their conversation covers workflow challenges firm owners face, insights from the accounting industry, maintaining software relationships, and industry experts. The…

1
Prospect Problems 101 25:42

11M ago25:42

25:42

S01:E04 In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about prospect problems. What issues are prospects facing when they discover and reach out to Full Send? What are the expectations that they have when engaging a new accounting services provider? How does this tie back to culture? 👥 CONNECT WITH US 👥 Roman Villar…

1
Defining Firm Culture 42:05

11M ago42:05

42:05

S01:E03 In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about firm culture. What was the inspiration for the firm culture at Full Send, what are the elements that make it great, and what the plans are for the future culture at Full Send Finance? 👥 CONNECT WITH US 👥 Roman Villard, CPA: @fullsendcpa, https://www.linkedi…

1
Accounting Firm Operations & Systems From 0 to 1 34:37

11M ago34:37

34:37

S01:E02 In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about firm operations at a high level, where they started, where they are today, and what comes next in the world of systems and firm operations. 👥 CONNECT WITH US 👥 Roman Villard, CPA: @fullsendcpa, https://www.linkedin.com/in/rdvcpa Stacey Feldman, CPA: https:/…

Podcasts Worth a Listen

Roman Villard Podcasts

Podcasts Worth a Listen

Quick Reference Guide