Building in the Wild

Full Send
  • 5.0 (1)
  • Entrepreneurship
  • Bimonthly Series

Building in the Wild is a podcast and video series hosted by Roman Villard, CPA and Stacey Feldman, CPA, who are building their company - Full Send, and helping build startups and growth companies through elevating financial data. Listen in to hear about how they are building their company, how their startup clients are building their companies, and how they're bringing more personality to accounting and finance for growth-minded startups.Give us a follow:Website: https://www.thefullsend.comLinkedIn: https://www.linkedin.com/company/gofullsendLinkedin: https://www.linkedin.com/in/rdvcpaLinkedIn: https://www.linkedin.com/in/staceyfeldmancpa

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  1. Episode 2

    Data, Automation, & AI for SMBs - A New Chapter

    In this episode of Building in the Wild, Roman and Stacey pull back the curtain on how Full Send’s data, automation, and AI service line evolved from an accounting and finance practice into a technology-enabled growth partner for SMBs. They discuss why AI is only as good as the data behind it, how businesses can leverage enterprise-level concepts without enterprise-level budgets, and where companies should actually start when exploring automation and AI initiatives. Along the way, they share real-world examples from SaaS, e-commerce, construction, and professional services clients.   ⏱️ Chapters 00:35 – How Full Send Expanded Beyond Accounting Into Data & AI 04:39 – The Three Service Lines: Data, Automation & AI 13:16 – Real-World Example: SaaS Analytics & Revenue Intelligence 17:19 – E-Commerce Data, Customer Behavior & Scenario Modeling 21:18 – Construction & Professional Services Workflow Optimization 23:55 – Why AI & Automation Workshops Matter 27:28 – AI Strategy Across Departments, Teams & Leadership 29:04 – The Future of SMB AI: Building Without a Playbook ✅ Key Takeaways AI starts with data. Clean, structured, accessible data is the foundation for meaningful automation and AI outcomes.Not every problem requires AI. Many operational bottlenecks are solved faster and cheaper through straightforward automation.SMBs can leverage enterprise concepts. Data warehousing, analytics, process mapping, and workflow optimization are now accessible to smaller businesses.Custom solutions often outperform off-the-shelf tools. Purpose-built apps and workflows can create significant operational advantages.Workshops reveal the biggest opportunities. Mapping processes and identifying friction points is often the fastest path to ROI.Every department has AI opportunities. Sales, marketing, operations, finance, and customer success can all benefit from targeted automation.The AI landscape is still being defined. Companies that experiment, iterate, and move quickly may have advantages over larger organizations constrained by legacy systems.📢 Whether you’re exploring dashboards, workflow automation, AI agents, or broader operational transformation, the goal remains the same: create better outcomes, remove friction, and help your team focus on higher-value work. Check us out! Full Send | Accounting & Data

    31 min
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About

Building in the Wild is a podcast and video series hosted by Roman Villard, CPA and Stacey Feldman, CPA, who are building their company - Full Send, and helping build startups and growth companies through elevating financial data. Listen in to hear about how they are building their company, how their startup clients are building their companies, and how they're bringing more personality to accounting and finance for growth-minded startups.Give us a follow:Website: https://www.thefullsend.comLinkedIn: https://www.linkedin.com/company/gofullsendLinkedin: https://www.linkedin.com/in/rdvcpaLinkedIn: https://www.linkedin.com/in/staceyfeldmancpa

Information

  • Creator
    Full Send
  • Episodes
    22
  • Seasons
    4
  • Rating
    Clean
  • Copyright
    © 2026 Building in the Wild
  • Show Website
    Building in the Wild