Searching for the Tax Unicorn: Building a Modern Practice from Scratch скачать в хорошем качестве

Searching for the Tax Unicorn: Building a Modern Practice from Scratch

Want to get crystal clear on your business finances and finally scale with confidence? Go here: https://www.thefullsend.com Full Send is an accounting firm built for growing SMBs. We don’t just handle your books; we help you build financial clarity, cash flow confidence, and systems that scale. From growth strategies to fractional CFO services, we’re the partner that helps you grow profitably. ____________________ Are you a tax professional tired of the "churn and burn" of traditional public accounting? In this season 4 premiere of Building in the Wild, host Roman Villard and Stacy (Partner at Full Send) peel back the curtain on their hunt for a "unicorn" to lead and architect their brand-new tax department. This episode is a must-listen for entrepreneurial CPAs looking for a hybrid path between a stable W2 role and the freedom of starting their own firm. Discover why Full Send is ditching the 80-hour work week in favor of "full send" living and how they plan to disrupt the tax industry through advisory-first relationships. Main Topics Covered 1. The Vision for Tax at Full Send: Transitioning from a CAS-centric firm (Accounting/CFO/Data) to a full-service partner for 2026. 2. The "Unicorn" Candidate: Why the firm is seeking an entrepreneurial leader willing to do "bank wrecks" today to build a legacy tomorrow. 3. System Over Hustle: Using the principles of Atomic Habits to build tax workflows that prevent burnout and "busy season" misery. 4. Advisory vs. Compliance: Moving away from "checking the box" toward proactive tax strategy and year-round planning. 5. Cultural Harmony: Defining the "Good Neighbor" policy and why personality matters as much as technical prowess. 6. The Blank Slate Advantage: The unique opportunity to choose the tech stack, pricing models, and client base without legacy baggage. 7. The Ethos of "Full Send": What it means to be 100% committed to both professional excellence and personal passions. Key Takeaways 1. The Hybrid Entrepreneurial Path: Leading a new service line at an established firm offers the autonomy of a startup with the safety net of existing sales, marketing, and operational support. 2. Relationships Over Profit: Success in tax isn't just about the filing; it’s about being a "good neighbor" and translating complex tax code into layman's terms for small business owners. 3. Intentional Systems: High-volume hours aren't a requirement of tax; they are a symptom of poor systems. Full Send aims to prove that a 40-hour work week is possible in tax through automation and better client scoping. 4. The Power of "Full Send": Whether it's mountain biking or reading in a quiet zone, a workplace should support the things that make employees "come alive" outside of their vocation. Connect with the Guest: Stacy Website: The Full Send Careers Page: Full Send Careers Email: careers@thefullsend.com ____________________ Chapters: 0:00 - 1:40 Season 4 Kickoff: The Return to the Studio Roman and Stacy discuss the hiatus due to new additions to the firm and the commitment to leveraging their new studio to "build in the wild." 1:41 - 4:41 Vision for the Tax Practice Addressing the "Do you do taxes?" question and the strategy to transition from CAS and fractional CFO services into a dedicated, internal tax line. 4:42 - 8:31 Hunting for the "Tax Unicorn" The hosts describe their ideal lead: an entrepreneurial spirit willing to handle "bank recs" today to build a foundational system for tomorrow. 8:32 - 11:43 The Hybrid Career Path Exploring the unique opportunity for a tax professional to have the autonomy of a founder with the safety and marketing support of an established firm. 11:44 - 14:39 Culture & The "Good Neighbor" Value Breaking the "stiff accountant" stereotype. The importance of being someone people want to grab a beer with and bringing your full self to work. 14:40 - 18:21 Killing the 80-Hour Work Week A critique of "busy season" burnout. Using Atomic Habits to explain how strong systems lead to 40-hour work weeks and "relationships at all cost." 18:22 - 25:15 Advisory-First Service Design Defining the client base and shifting from "box-checking" compliance to proactive strategy and year-round communication in layman’s terms. 25:16 - 33:43 Defining "Full Send" & How to Apply Explaining the adventure-sport origins of the firm's name and inviting interested CPAs to start a dialogue rather than just a formal application. ____________________ Connect with us: Website: https://www.thefullsend.com LinkedIn:   / gofullsend   Email: howdy@thefullsend.com 🔔 Subscribe to our channel for additional tips and insights!