Roman Villard on AI, Automation, and the Future of Accounting Firms

Описание: Send us your thoughts or what you want to hear more about! (https://www.buzzsprout.com/twilio/tex...)


How AI and Data Are Reshaping the Future of Accounting Firms


With Roman Villard, Founder of Full Send


What does the future of an accounting firm actually look like?


In this episode of Canopy Practice Success, Roman Villard, CPA and founder of Full Send, shares how modern firms are evolving beyond traditional accounting services.


Roman explains why he removed “Finance” from his firm’s name and how Full Send has expanded into data strategy, automation, and AI-powered workflows. The conversation explores how technology is changing accounting, what services firms should focus on moving forward, and why advisory and client relationships will matter more than ever.


The episode also dives into the impact AI may have on the profession, how entry-level roles could change, and what firm owners should be thinking about as the industry evolves.


Whether you're running a firm or thinking about starting one, this episode offers a candid look at where accounting is headed.

What You'll Learn


• Why Roman Villard rebranded his firm from Full Send Finance to Full Send
• How accounting firms can expand into data, automation, and AI services
• Why advisory should be a mindset, not just a service offering
• How AI may reshape entry-level accounting roles
• Why low-value compliance work may disappear in the coming years
• What accounting firms can learn from startups and other industries
• How small improvements in client experience can create long-term loyalty
• Why go-to-market strategy matters more than most firms realize




Connect With Roman


LinkedIn:   / rdvcpa  
Subscribe to Canopy Practice Success


If you enjoyed this episode, be sure to subscribe and follow Canopy Practice Success wherever you listen to podcasts.