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.

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Roman Villard joins Randy Crabtree for Episode 170 of The Unique CPA to discuss his social media marketing approach and his founding of Full Send Finance. In a conversation recorded nearly a year ago, Roman discusses establishing his niche: Seed to Series B, primarily tech, startups. The key for Roman is his passion for working with early-stage companies, drawing from his family's entrepreneurial background and his own career choices. He also emphasizes the importance of creating a positive workplace culture, leveraging relationships for client acquisition, and his strategic use of social media for outreach and education. Roman won the “Social Media Influencer” of the 2024 Bridging the Gap conference, and shared that one of his goals nearly a year ago was to increase his social media presence. Well we have to say you did a great job, Roman, and Randy will be checking back in with you in the next episode to see how your plans have panned out over the past year!

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

On Episode 169 of The Unique CPA, Randy Crabtree connects with Katie Thomas, founder of Leaders Online, a marketing firm focused on business-to-accountants (B2A) services. They discuss Katie's journey from her entrepreneurial childhood to her professional experience in a Big Four accounting firm and her eventual venture into establishing Leaders Online to help accountants market their firms. Exploring the shift in marketing strategies for accounting firms, Katie emphasizes the importance of niche marketing, creating demand, and leveraging social media. Randy and Katie also touch on the evolving business development roles within firms, the necessity of following one’s professional passion, and the critical role of a long-term marketing plan.

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