Building in the Wild

In this episode of Building in the Wild , Roman and Stacey pull back the curtain on how Full Send’s data, automation, and AI service line evolved from an accounting and finance practice into a technology-enabled growth partner for SMBs. They discuss why AI is only as good as the data behind it, how businesses can leverage enterprise-level concepts without enterprise-level budgets, and where compan...

After a brief hiatus, Building in the Wild is officially back for Season 4. In this episode, Roman and Stacy dive deep into a topic many accounting firms avoid—or approach too traditionally: tax . But this isn’t a conversation about compliance for compliance’s sake. It’s a transparent, behind-the-scenes look at why Full Send is preparing to launch a tax practice built differently —one centered on...

🎙️ How We’re Building a Profitable Accounting Firm Without Burning Out | Building in the Wild – S3E2 🔔 Subscribe for behind-the-scenes content on growing a modern accounting firm 📢 In this candid episode, Roman and Stacey reflect on building Full Send in Year 3—navigating remote culture, profitability trade-offs, team growth, and staying focused. From how in-person strategy shapes better outcome...

🚀 Lessons from a Year of Growth: Building a Firm in the Wild 📢 What happens when you build a firm from the ground up—live, in public? In this episode, we reflect on a full year of rapid growth, team expansion, and the challenges of scaling. We cover: ✔️ How we grew 116% YoY while maintaining team balance ✔️ Lessons from hiring, leadership, and culture-building ✔️ Launching a data intelligence pr...

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 taught Chelsea the importance of financial pl...

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 experiences in the Boulder startup scene, she highlight...

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 Founder muscle than many develop over a li...

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 led him to see the need for a differentiated form...

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 their podcast and their processes, aiming fo...

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 one can have in a startup, and how a smaller team...

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 ot...

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/i...

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, CP...

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 👥 R...

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/...

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,...

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 Feldm...

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,...

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/i...

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...

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://www.linkedin.com/in/staceyfeldmancpa 👣 FOLLOW...

S01:E01 In this episode of Building in the Wild, Roman Villard and Stacey Feldman chat about their individual backgrounds, how they got into the accounting firm space, and about the mission, vision, and values of 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 U...