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Jetpack Workflow

Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard

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B2B Services
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Summary

Jetpack Workflow’s Growing Your Firm podcast features Roman Villard on building more than $500,000 in client accounting services through LinkedIn.

The conversation follows Full Send Finance’s growth from a one-person practice into a team serving early-stage businesses. Villard describes how regular posting helped prospective clients and referral partners become familiar with him and the firm before a sales conversation.

The interview connects that visibility with a consistent brand experience, from the first interaction through onboarding and delivery. It also covers pricing, hiring and the firm’s approach to a workplace that attracts people with different skills and perspectives.

The commercial result is the subject of the episode’s title. The article was published November 7, 2024, and updated later that month.