Protea Conversation - Episode 8 - Roman Villard

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Meet Roman!
In this episode of Protea Conversations, Zane Stevens interviews Roman Villard, the founder of Full-Send Finance.
Roman shares his journey in the world of finance, from his background in accounting to his transition into business development and eventually starting his own firm. He discusses the challenges and rewards of working in the audit industry, the importance of small firm dynamics, and the decision to pursue business development.
Roman also discusses the inception of Full-Send Finance and its growth over the years. Throughout the conversation, he emphasizes the importance of balancing work and personal life.
Roman shares his journey of starting an accounting firm and the importance of having a strong support system. He discusses the challenge of maintaining personal identity while running a firm and the role of relationships in a fast-paced business environment. Roman also talks about the demographics of his clients and the target market he serves.
He emphasizes the importance of professionalism and positivity when terminating client relationships. Additionally, he discusses his content creation efforts and advocacy for positive change in the accounting industry.
Roman shares advice for new accountants and aspiring leaders and provides personal insight into his life as a playful dad outside of the accounting world.
Takeaways
- Accounting can open up doors to various career opportunities in different industries.
- The dynamics and culture of a small firm can provide a more fulfilling experience for professionals.
- Transitioning to business development can offer new challenges and opportunities for growth.
- Starting a firm requires dedication, hard work, and the ability to balance personal and professional life. Starting an accounting firm is challenging but possible without sacrificing personal well-being.
A strong support system is crucial for maintaining personal identity while running a firm.
- Building relationships and a network is essential for success in the accounting industry.
- Terminating client relationships with professionalism and positivity is important for maintaining a positive reputation.
- Content creation and advocacy can drive positive change in the accounting industry.
- Leadership requires serving others, leading with empathy, and being intentional.
- Balancing personal and professional life is important for overall well-being.
- Improving internal processes and operations is crucial for the growth and success of a firm.
Chapters
00:00 Introduction to Protea Conversations
00:31 Introduction to Roman Villard
01:27 Roman's Journey to Full-Send Finance
05:08 Transitioning to Audit
06:32 Choosing Audit over Tax
08:16 Staying in Audit and Moving to Denver
10:48 The Importance of Small Firm Dynamics
12:39 Transitioning to Business Development
14:37 Starting Full-Send Finance
23:18 The Challenges of Starting a Firm
25:36 Building a Team and Increasing Scalability
25:58 Balancing Work and Personal Life
26:28 Starting an accounting firm and the importance of a support system
30:26 Balancing relationships and fast-paced business growth
44:42 Advice for new accountants: build a network and relationships
46:39 Leadership advice: serve others, lead with empathy, and be intentional
48:08Personal insight: being a playful dad outside of the accounting world
49:36 Rapid fire questions
51:21 Closing remarks
Connect with Roman:
LinkedIn personal - / rdvcpa
LinkedIn company - / gofullsend
Protea Conversations is an enlightening leadership podcast that delves into the dynamic world of business and accounting. In each episode, we engage with seasoned leaders to unravel their unique stories, uncovering pivotal advice that has shaped their success. Our guests generously share insights and practical guidance, offering listeners valuable lessons to propel their own career trajectories.
Our dialogues aim to spark ongoing discussions about the varied experiences, opportunities, and challenges confronting today's leaders.
Through these conversations, we aspire to cultivate a forum where ideas on building a more diverse, inclusive, and successful professional landscape can flourish. Whether you're an aspiring leader or an established executive, our podcast offers simple yet powerful advice to accelerate your growth and broaden your understanding of leadership in today's ever-evolving global environment.
Join us on Protea Conversations to be a part of this journey.
Follow Protea:
Website - proteafinancial.com/blog/
Facebook - / proteafinancial
LinkedIn - / 10833176
Instagram - / protea_financial
Twitter - / financialprotea
Follow Zane:
LinkedIn - / zane-stevens
Twitter - / zane_stevens_
Instagram - / zane_stevens_