Building in the Wild

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 into their fun experiences, their engagements with others in the industry, and how they plan to implement their learnings in their own accounting firm. The conversations also highlight firm growth, vendor relationships, and the benefits of vulnerability and open dialogue in the accounting community. Roman and Stacey further hint at changes to expect in future episodes of their podcast.

00:00 Introduction

02:56 Community and Relationships

02:57 Firm and Tactical Takeaways

03:01 Fun and Key Highlights

03:06 First Time Engaging with the Community

05:19 The Power of Community

05:35 The Importance of Openness and Sharing

05:58 The Value of Community in the Startup Space

06:05 The Power of Questions and Open Dialogue

06:31 The Impact of Community on Personal Growth

06:50 The Joy of Introducing New People to the Community

07:51 The Power of Connection and Community

10:40 The Importance of Vendor Relationships

15:33 The Role of Community in Firm Growth

15:49 The Impact of Community on Firm Strategy

21:59 The Importance of Storytelling in Accounting

23:41 The Power of Action and Acceptance of Failure

27:03 The Role of Planning in Firm Growth

28:40 The Importance of Specificity in Planning

33:15 The Power of Unexpected Connections

34:43 Conclusion and Future Plans

👥 CONNECT WITH US 👥
Roman Villard, CPA: @fullsendcpa, https://www.linkedin.com/in/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

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Full Send | Accounting & Data

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, CPA: @fullsendcpa, https://www.linkedin.com/in/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

Check us out!

Full Send | Accounting & Data

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://www.linkedin.com/in/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

Check us out!

Full Send | Accounting & Data

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 bookkeeper and an accountant?

👥 CONNECT WITH US 👥
Roman Villard, CPA: @fullsendcpa, https://www.linkedin.com/in/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

Check us out!

Full Send | Accounting & Data

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/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

Check us out!

Full Send | Accounting & Data

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?

👥 CONNECT WITH US 👥
Roman Villard, CPA: @fullsendcpa, https://www.linkedin.com/in/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

Check us out!

Full Send | Accounting & Data

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, https://www.linkedin.com/in/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

Check us out!

Full Send | Accounting & Data

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?

👥 CONNECT WITH US 👥
Roman Villard, CPA: @fullsendcpa, https://www.linkedin.com/in/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

Check us out!

Full Send | Accounting & Data

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 Villard, CPA: @fullsendcpa, https://www.linkedin.com/in/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

Check us out!

Full Send | Accounting & Data

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.linkedin.com/in/rdvcpa
Stacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa

👣 FOLLOW US 👣
LinkedIn: https://www.linkedin.com/company/gofullsend
Website: https://www.fullsendfinance.com

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/@fullsendfinance

Check us out!

Full Send | Accounting & Data