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Full Send Redux: A Year in Review

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Manage episode 432763843 series 2797558
Content provided by Randy Crabtree, CPA, Randy Crabtree, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Randy Crabtree, CPA, Randy Crabtree, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

Get the full show notes and more resources at TheUniqueCPA.com

  continue reading

182 episodes

Artwork
iconShare
 
Manage episode 432763843 series 2797558
Content provided by Randy Crabtree, CPA, Randy Crabtree, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Randy Crabtree, CPA, Randy Crabtree, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

Get the full show notes and more resources at TheUniqueCPA.com

  continue reading

182 episodes

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