What Your Clients Are Asking in 2026 — And How to Answer Them
Overview
Your clients, boards, and CEOs are asking harder questions than ever — and they want answers fast. In this live session, Roman Villard (CPA and Founder of Full Send) joins us to show exactly how he uses Fathom + QuickBooks to answer the questions that North American finance professionals say are coming up most in 2026.
This is a real walkthrough, built around real survey data from 260+ accountants and finance leaders — showing you the exact workflows Roman uses with his own clients, in the tool, in real time.
In this webinar you'll learn
How to answer your client's most urgent question — how long is our cash runway — in minutes using Fathom + QuickBooks- How to build and present best case, worst case, and most likely scenarios side by side, without starting from scratch every time
- How to model a specific business decision — a new hire, a product launch — and show the cash impact on the spot
- How to use your QuickBooks data as the foundation for forward-looking reports that actually drive decisions
Roman is the Founder of Full Send, a firm delivering high-caliber accounting, automation, and AI-driven finance solutions for growth-stage businesses. With a CPA background and the heart of an entrepreneur, Roman specialises in helping founders operate with speed, clarity, and confidence; especially when navigating funding rounds, financial modelling, and scenario planning.
He believes in community-driven growth, actionable data, and building systems that give founders momentum, not spreadsheets that slow them down.
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What Your Clients Are Asking in 2026 — And How to Answer Them
Your clients, boards, and CEOs are asking harder questions than ever — and they want answers fast. In this live session, Roman Villard (CPA and Founder of Full Send) joins us to show exactly how he uses Fathom + QuickBooks to answer the questions that North American finance professionals say are coming up most in 2026.
This is a real walkthrough, built around real survey data from 260+ accountants and finance leaders — showing you the exact workflows Roman uses with his own clients, in the tool, in real time.
- How to answer your client's most urgent question — how long is our cash runway — in minutes using Fathom + QuickBooks
- How to build and present best case, worst case, and most likely scenarios side by side, without starting from scratch every time
- How to model a specific business decision — a new hire, a product launch — and show the cash impact on the spot
- How to use your QuickBooks data as the foundation for forward-looking reports that actually drive decisions
Roman is the Founder of Full Send, a firm delivering high-caliber accounting, automation, and AI-driven finance solutions for growth-stage businesses. With a CPA background and the heart of an entrepreneur, Roman specialises in helping founders operate with speed, clarity, and confidence; especially when navigating funding rounds, financial modelling, and scenario planning.
He believes in community-driven growth, actionable data, and building systems that give founders momentum, not spreadsheets that slow them down.
