Never Been Promoted Podcast with Thomas Helfrich

Roman Villard, founder of Full Send Finance, shares his journey into the world of accounting and finance, where he aims to revolutionize how businesses leverage data and technology. Roman discusses the critical role of financial processes and tools in driving business growth, along with actionable insights for entrepreneurs navigating their own scaling journeys.

About Roman Villard:

Roman Villard is the founder of Full Send Finance, a company dedicated to providing outsourced accounting, financial services, and data analytics for small to medium-sized businesses (SMBs) in the $1M to $50M range. With a focus on improving efficiency, scalability, and decision-making, Roman’s mission is to empower businesses with the financial insights they need to succeed.

In this episode, Thomas and Roman discuss:

• The Intersection of Technology and Accounting
  Roman explains how technology is reshaping accounting and finance. He emphasizes the importance of implementing the right financial tech stack to create scalable operations and deliver actionable insights for SMBs.
• Navigating the Challenges of Entrepreneurship
  Roman shares his personal experience transitioning from a secure role to launching his own company. He reflects on the fears, risks, and rewards of starting a business, highlighting the importance of family support and planning in making the leap.
• The Evolving Role of Data in Business
  Roman outlines why data is becoming the most valuable asset for businesses, especially as AI and automation play a larger role in decision-making. He provides practical advice for developing a data strategy that enhances internal efficiency and fosters better decision-making.

Key Takeaways:

• Leveraging Technology for Scalability
  Roman stresses the value of adopting tools like QuickBooks and Ramp to improve financial management. By integrating these systems, businesses can achieve better visibility and control over their financial operations.
• The Importance of Proactive Budgeting
  Roman recommends reviewing budgets quarterly and using tools like virtual cards to manage vendor-specific spending. This approach ensures businesses stay aligned with their financial goals and avoid unnecessary expenses.
• Shifting from Compliance to Strategy
  Accounting is no longer just about compliance. Roman advocates for using financial insights to drive strategy, helping businesses identify opportunities for growth, reduce costs, and optimize performance.

"Data is the new currency. If your business doesn’t have a data strategy, you’re already behind." — Roman Villard

CONNECT WITH ROMAN VILLARD:

Website: https://www.fullsendfinance.com/
LinkedIn: https://www.linkedin.com/in/rdvcpa/

CONNECT WITH THOMAS:

X (Twitter): https://twitter.com/thelfrich | https://twitter.com/nevbeenpromoted Facebook: https://www.facebook.com/hovienko | https://www.facebook.com/neverbeenpromoted
Website: https://www.neverbeenpromoted.com/
Instagram: https://www.instagram.com/neverbeenpromoted/

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