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Showing episodes and shows of
Stacey Feldman, CPA
Shows
Building in the Wild
Pivoting Startups - Tale As Old As Time
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 for stronger alignment between client needs, service delivery, and messaging. The discussion revolves around the constant need for evolution and value-based decision-making in every stage of the company's growth, the importance of flexibility and adaptability, and the...
2024-02-06
21 min
Building in the Wild
Startup vs Corporate Career Paths
Startup vs Corporate: Comparing Work Experiences and Evaluating OpportunitiesIn 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 heavily influences the work culture. They also touch on the importance of understanding business dynamics within a startup, the concept of 'doing work that matters', and the influence a worker can have on...
2023-12-01
34 min
Building in the Wild
Full Send at QuickBooks Connect 2023
QuickBooks Connect Conference: Recap and Key TakeawaysIn 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...
2023-11-20
36 min
Building in the Wild
Hate Budgeting? We get it. Start here.
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/in/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company/gofullsendWebsite: https://www.fullsendfinance.com
2023-11-11
27 min
Building in the Wild
Our 2024 Plan(ning)
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/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company/gofullsendWebsite: https://www.fullsendfinance.com👇...
2023-10-30
31 min
Building in the Wild
Early Financial Operations for Startups
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 👥Roman Villard, CPA: @fullsendcpa, https://www.linkedin.com/in/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www...
2023-10-20
32 min
Building in the Wild
Build Together, Go Farther
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/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company/gofullsendWebsite: https://www.fullsendfinance.com👇 SUBSCRIBE TO OUR CHANNEL👇https://www.yo...
2023-10-13
31 min
Building in the Wild
Startup Metric Madness
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, https://www.linkedin.com/in/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company/gofullsendWebsite...
2023-09-27
30 min
Building in the Wild
Always Be Closing (Our Sales Journey)
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/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company/gofullsendWebsite: https://www.fullsendfinance.com👇 SUBSCRIBE TO OU...
2023-09-15
35 min
Building in the Wild
Founder Fears & Hiring
S01:E05In 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, https://www.linkedin.com/in/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company...
2023-09-07
30 min
Building in the Wild
Prospect Problems 101
S01:E04In 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/in/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company/gofullsendWebsite: https://www.fullsend...
2023-08-28
25 min
Building in the Wild
Defining Firm Culture
S01:E03In 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/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company/gofullsendWebsite: https://www.fullsendfinance.com👇...
2023-08-15
42 min
Building in the Wild
Accounting Firm Operations & Systems From 0 to 1
S01:E02In 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/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company/gofullsendWebsite: https://www.fullsendfinance.com👇 SUBSCRIBE TO OUR CHANNEL👇https://www.youtube.com/@f...
2023-08-11
34 min
Building in the Wild
Intro: Mission, Vision, & Values
S01:E01In 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/rdvcpaStacey Feldman, CPA: https://www.linkedin.com/in/staceyfeldmancpa👣 FOLLOW US 👣LinkedIn: https://www.linkedin.com/company/gofullsendWebsite: https://www.fullsendfinance.com👇 SUBSCRIBE TO OUR CHANNEL👇https://www.youtube.com/@fullsendfinance
2023-08-05
40 min
Earmark Podcast | Earn Free Accounting CPE
From 3 Orders a Day to $300 Million in Revenue: Scaling Accounting at PopSockets
In this episode of the Earmark Accounting Podcast, Blake talks with Stacey Feldman, CPA, about her experiences in the world of CPG and accounting at PopSockets. They look at the challenges of scaling a startup, from tracking components in a supply chain to accounting for inventory costs. Stacey also reveals insights around simplifying supply and the importance of real-time data for accurate accounting.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Reporting on AutopilotSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload th...
2023-06-15
1h 05