S01:E12- Full Send at Quickbooks Connect 2023

Building in the Wild, a Full Send Finance podcast hosted by Roman Villard, CPA and Stacey Feldman, CPA. Today they hit on budgeting and year-end planning. It doesn't have to be so hard.


November 20, 2023

Roman, CPA

S01:E12 Highlights:

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

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

LinkedIn: https://www.linkedin.com/company/gofullsend


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