It's Not Just All Willy Nilly | Balancing Growth & Profitability
Thu Apr 10 2025
🎙️ How We’re Building a Profitable Accounting Firm Without Burning Out | Building in the Wild – S3E2
🔔 Subscribe for behind-the-scenes content on growing a modern accounting firm
📢 In this candid episode, Roman and Stacey reflect on building Full Send in Year 3—navigating remote culture, profitability trade-offs, team growth, and staying focused. From how in-person strategy shapes better outcomes to how they’re modeling growth without chasing profit distributions, this one’s packed with real talk for firm owners building in the wild.
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⏱️ Chapters
00:30 – Why We Prefer In-Person Strategy (But Stay Remote-First)
04:50 – How Retreats & International Visits Boost Team Morale
07:00 – Balancing Profit with Team Health in Year 3
09:00 – Sales vs Delivery: Building Alignment for Sustainable Growth
10:30 – When Saying Yes to a Client Backfires (and What We Learned)
12:00 – Why Fit Is More Important Than Revenue in Client Selection
14:00 – Lessons from 10x Is Easier Than 2x by Dan Sullivan
15:30 – Narrowing the Service Offering Without Losing Creativity
17:00 – Building a Scalable Business Model (Not Just Revenue)
20:00 – Structuring Roles to Keep Founders in Their Zones of Genius
21:00 – Why Profitability is a Tool for Team Investment
22:00 – Hiring Senior Talent First—And the Cost Tradeoff
25:30 – The Chicken-Egg Problem: Hire Before Revenue or After?
27:00 – What Our Forecasting Models Actually Look Like
30:45 – Reinvesting vs Distributing: Why We’re Playing the Long Game
36:00 – Why Employee Trust Is More Important Than Chasing Short-Term Profit
38:00 – Profit, Happiness, and Building a Long-Term Team
39:00 – Final Thoughts: Communicating the “Why” to Build a Firm That Lasts
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✅ Key Takeaways:
✔️ Focus beats everything—niching down helped Full Send grow more sustainably
✔️ Hiring senior talent early costs more upfront but unlocks scale
✔️ Profitability isn’t just a number—it’s a tool for reinvesting in team and process
✔️ Nearshore hiring enables flexibility and redundancy, not just cost savings
✔️ Transparent, strategic decision-making builds long-term team trust
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💬 How are you balancing growth and profitability in your firm? Drop your story below—we’d love to connect!
🔔 Like & subscribe for monthly episodes on what it really looks like to build in the wild.
Check us out!
Full Send | Accounting & Data
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🎙️ How We’re Building a Profitable Accounting Firm Without Burning Out | Building in the Wild – S3E2 🔔 Subscribe for behind-the-scenes content on growing a modern accounting firm 📢 In this candid episode, Roman and Stacey reflect on building Full Send in Year 3—navigating remote culture, profitability trade-offs, team growth, and staying focused. From how in-person strategy shapes better outcomes to how they’re modeling growth without chasing profit distributions, this one’s packed with real talk for firm owners building in the wild. ⸻ ⏱️ Chapters 00:30 – Why We Prefer In-Person Strategy (But Stay Remote-First) 04:50 – How Retreats & International Visits Boost Team Morale 07:00 – Balancing Profit with Team Health in Year 3 09:00 – Sales vs Delivery: Building Alignment for Sustainable Growth 10:30 – When Saying Yes to a Client Backfires (and What We Learned) 12:00 – Why Fit Is More Important Than Revenue in Client Selection 14:00 – Lessons from 10x Is Easier Than 2x by Dan Sullivan 15:30 – Narrowing the Service Offering Without Losing Creativity 17:00 – Building a Scalable Business Model (Not Just Revenue) 20:00 – Structuring Roles to Keep Founders in Their Zones of Genius 21:00 – Why Profitability is a Tool for Team Investment 22:00 – Hiring Senior Talent First—And the Cost Tradeoff 25:30 – The Chicken-Egg Problem: Hire Before Revenue or After? 27:00 – What Our Forecasting Models Actually Look Like 30:45 – Reinvesting vs Distributing: Why We’re Playing the Long Game 36:00 – Why Employee Trust Is More Important Than Chasing Short-Term Profit 38:00 – Profit, Happiness, and Building a Long-Term Team 39:00 – Final Thoughts: Communicating the “Why” to Build a Firm That Lasts ⸻ ✅ Key Takeaways: ✔️ Focus beats everything—niching down helped Full Send grow more sustainably ✔️ Hiring senior talent early costs more upfront but unlocks scale ✔️ Profitability isn’t just a number—it’s a tool for reinvesting in team and process ✔️ Nearshore hiring enables flexibility and redundancy, not just cost savings ✔️ Transparent, strategic decision-making builds long-term team trust ⸻ 💬 How are you balancing growth and profitability in your firm? Drop your story below—we’d love to connect! 🔔 Like & subscribe for monthly episodes on what it really looks like to build in the wild. Check us out! Full Send | Accounting & Data