Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…
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Accounting Flow Podcast
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Inhalt bereitgestellt von Financial Cents. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Financial Cents oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them.
Brought to you by Financial Cents.
51 Episoden
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Manage series 3582774
Inhalt bereitgestellt von Financial Cents. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Financial Cents oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them.
Brought to you by Financial Cents.
51 Episoden
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Send us a text If you’ve been burned by a hire who looked amazing on paper but fell flat in execution, you’re not alone. According to Ryan Lazanis, CPA and founder of Future Firm®, almost 1 in 2 new hires fail within the first 18 months. Let that sink in. And it’s not because they don’t know how to do the work; they don’t have the right attitude. This guide is the exact 7-step recruitment process Ryan developed after years of hiring, struggling, learning, and finally building the kind of team that made his firm acquisition-worthy in just five years. This is the blueprint if you’re serious about building a high-performing, loyal, and values-aligned team. Tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other. The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achieving this equilibrium requires a deliberate shift in mindset, structure, and execution. This episode breaks down the core strategies Brolin shared, providing an analytical, step-by-step approach to gaining control of your time, optimizing workflow, and building a profitable, sustainable firm. Tune in today. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Growth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall. That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve built is at risk. At WorkflowCon 2024 , cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms navigating this growth-security paradox. “It’s not just about compliance,” Brad said. “It’s about implementation. It’s about execution.” Let’s break Brad’s strategic roadmap to create a secure, scalable workflow without sabotaging client trust or team efficiency. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
1 How to Focus on Meaningful Growth While Living a Balanced, Fulfilling Life w/ Keila Hill-Trawick 26:48
Send us a text You didn’t start your business to work 80 hours a week. You didn’t leave your 9-to-5 to be chained to your inbox. So why does growth feel like dragging you away from the life you wanted to build? If you’ve ever wondered how to grow your business without losing yourself, Keila Hill-Trawick of Little Fish Accounting delivered the blueprint at WorkflowCon 2024 . Keila’s approach isn’t about hustle. It’s about intention. In this episode, you'll explore her seven-step framework, which will help you grow on purpose, design a business that reflects your values, and live a life that actually feels like freedom. Tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Imagine trying to cook a five-star meal in a kitchen crammed with unused cookware, mismatched utensils, and multiple versions of the same pans. Would you feel calm, focused, and in control, or overwhelmed and inefficient? According to Kellie Parks, CPB, Owner of Calmwaters Accounting, that’s exactly how your tech stack can either make or break your accounting or bookkeeping practice. At WorkflowCon 2024, she shares battle-tested strategy for building a streamlined, optimized tech stack designed specifically for bookkeepers and accounting professionals. Tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
1 Tear Down the Wall: Workflows for Bookkeeper and Tax Preparer Collaboration w/Nancy McClelland, CPA 30:13
Send us a text The divide between bookkeepers and tax preparers isn’t just frustrating; it’s costly. Miscommunication, duplicated work, and last-minute scrambles waste time and money. Worse, they leave small business clients with disorganized books and tax headaches. If you’ve ever found yourself muttering, "Why didn’t the bookkeeper clean this up?" or "Why does the Tax Pro keep changing my numbers?" this episode is for you. In this episode, Nancy McClelland, CPA , founder of The Dancing Accountant, broke down why this disconnect exists and how to fix it. Tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text At WorkflowCon 2024 , Erica Goode—a CPA, solo firm owner, and productivity strategist—shared a framework that flips the traditional 40-hour workweek. Erica runs a profitable, six-figure accounting firm and works 15 hours a week. No burnout. No endless to-do lists. No hustle-for-hustle’s-sake. Her strategy isn’t about shortcuts or working faster. It’s about planning—knowing exactly what to do, when, and why it matters. This system isn’t reserved for accountants. Whether you’re a freelancer, entrepreneur, or solo business owner juggling client work, admin tasks, and personal responsibilities, her framework applies to you. Tune in now! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
1 How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA 45:30
Send us a text Scaling your accounting firm requires strategy, structure, and a system that evolves with you. It’s about creating frameworks—tailored, practical, and adaptable—to guide how your firm operates, serves clients, and builds a team culture that thrives. At WorkflowCon 2024 , three industry leaders— Megan Comer , Roman Villard, CPA , and Chad Davis, CPA —came together to share their hard-earned insights on frameworks. They didn’t just talk theory—they gave actionable advice, real-world examples, and honest reflections on what’s worked for them (and what hasn’t). Grab your headphones and tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Do big projects leave you feeling stuck? In this episode of the Accounting Flow Podcast , we’re chatting with Justine Lackey about her easy 3-step framework to make even the biggest tasks feel doable. She covered how to break projects into smaller steps, stay focused, and get things done without stress. Whether you’re managing your business or just trying to organize your day, this episode will give you tools you can use right away. Tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Ready to conquer tax season without losing your mind? In this episode, Roman Villard, CPA, sits with Brenda S. Cannon, CPA, to break down the ultimate workflow for organizing and scheduling tax preparation with clients— without the headaches. Brenda shares her go-to strategies, tools, and tips for staying on top of appointments, streamlining communication, and keeping things smooth as tax season ramps up. What you’ll learn in this episode: ✅ How to create an efficient scheduling process for tax prep ✅ Tools for staying organized ✅ Tips for handling no-shows, reschedules, and client follow-ups Tune in and make your tax prep scheduling flow this season! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text The Accounting Flow Podcast is bringing the heat this week! Host Roman Villard, CPA, welcomes the dynamic duo Dave Kersting and Tonya Schulte to reveal the co-firming hack that’s about to shake up your accounting world. We’re talking less chaos, more flow—because who doesn’t want to make firm life easier? Whether you're buried in tasks or just trying to keep the lights on, this episode is your ticket to smoother firm operations. T une in, laugh a little, and get ready to change the way you work! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Ready to take your accounting firm to the next level? In this episode, we’re breaking down exactly how to build a brand that not only differentiates your firm but also drives growth. 🌱💼 Roman Villard, CPA, will walk you through: - Why branding matters in the accounting industry (hint: it’s not just about a logo!). - How to define your firm’s unique value proposition. - Tips to identify and attract your ideal clients. - Proven strategies for positioning your firm as the go-to expert in your niche. Whether you’re just starting out or looking to refresh your firm’s image, this episode is packed with practical advice you can start using today. Tune in to learn how to stand out in a crowded market and grow your firm like never before! 🎧✨ ------------------------------------------------------------------------------------------------------------------ WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. October 22 & 23, 2024. 100% Free and Virtual. Sign up here: https://workflowcon.com/ Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
1 Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies 36:57
Send us a text Ever wondered what it takes to build an accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the strategies she used to attract clients, manage her workload, and grow her business—all while staying true to her values and passion. If you’re dreaming of starting your own accounting firm or simply curious about the life of a solo entrepreneur, this episode is a must-listen. Kelly’s story is packed with inspiration, actionable tips, and a whole lot of heart. Tune in! ------------------------------------------------------------------------------------------------------------------ WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. October 22 & 23, 2024. 100% Free and Virtual. Sign up here: https://workflowcon.com/ Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Are you constantly bogged down by the never-ending demands of your accounting firm? Struggling to find time for yourself amidst the chaos? Feeling overworked and overwhelmed is common among accounting professionals. The stress of juggling multiple tasks and tight deadlines can leave you with little to no freedom. It's time to break free from this cycle and take control of your professional life. Join Roman Villard, CPA and Geraldine Carter as they explore practical steps to achieve more freedom in your accounting firm. This episode covers: Streamlining accounting processes for maximum efficiency Effective delegation techniques to lighten your load Implementing systems that save time and boost productivity Success stories of firms that have transformed their operations Don't let your accounting firm run your life. Learn how to regain your freedom and enjoy a more balanced professional journey. Tune in! ------------------------------------------------------------------------------------------------------------------ WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. October 22 & 23, 2024. 100% Free and Virtual. Sign up here: https://workflowcon.com/ Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm. They touched on: Why streamlined processes are game-changers for accounting firms How to spot and fix those pesky workflow bottlenecks The coolest tools and tech that can boost your firm's efficiency Tips on keeping a close eye on your firm's health Grab your coffee, get comfy, and tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
1 Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree) 31:59
Send us a text In this insightful episode, Roman Villard, CPA, sits down with Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, to discuss the critical elements of building lasting teams. As firms scale, the challenges of recruiting and retaining top talent become paramount. Randy shares his proven strategies for fostering a strong workplace culture that attracts and retains skilled professionals. Join us as we delve into: Effective Recruitment Tactics: Learn the best practices for sourcing and attracting top talent in the competitive accounting field. Retention Strategies: Discover the key factors that keep employees engaged and loyal, reducing turnover rates. Cultivating Culture: Understand the importance of creating a workplace environment that promotes growth, satisfaction, and long-term commitment. Whether you're a firm owner, manager, or HR professional, this episode is packed with actionable advice to help you build a resilient and thriving team. Tune in. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas. Struggling to attract new clients and keep your existing ones happy? In today's competitive marketplace, accounting firms need a strategic marketing plan to stand out. Without a clear direction, it can be difficult to reach your target audience and generate leads. Join host Roman Villard and Michael Haynes, as they crack the code on building a powerful go-to-market strategy designed specifically for accounting firms. In this episode, you'll discover: The secret to identifying your ideal client and crafting messaging that speaks directly to their needs. Cutting-edge marketing channels that are perfect for reaching high-value clients in today's digital world. Actionable steps to create a data-driven marketing plan that gets results (and keeps you on track). Tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas. Staying ahead in an industry where regulations are constantly evolving can be daunting. This episode isn’t just about survival and thriving through change. Dawn Brolin, CEO of Powerful Accounting, shares her story of tackling significant regulatory updates head-on, revealing how she turned potential disruptions into opportunities for growth and innovation. Throughout the episode, you will: Explore the effective workflow systems that can adjust to new regulations without missing a beat. Gain insider insights into building resilience and flexibility in your accounting practices, ensuring that your operations are compliant and competitively rooted. Learn about cutting-edge tools and techniques that Dawn has personally vetted and implemented, which help simplify complex compliance requirements while improving overall efficiency. This discussion goes beyond the theoretical—it’s grounded in the real-life experiences and successes of someone who has mastered the art of change. Tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas. In this episode, we're excited to welcome Nikole Mackenzie, CEO & Founder of Momentum Accounting, Inc., as she shares her process for onboarding new clients and improving their experience in her firm. You’ll Enjoy: Expert Insights: Nikole explains her proven onboarding process, which welcomes clients and sets the stage for long-term relationships. Practical Advice: Learn actionable tips to enhance your client’s experience from their first interaction. Success Stories: Hear real-life examples of how innovative client management has propelled Nikole's firm to new heights. Grab your headphones and tune in!🎧 Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
1 How to personalize your clients' experiences while using accounting automation (Heather Smith) 32:03
Send us a text Accounting Flow is a podcast deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas. Imagine a world where your computer does most of the work, from sending emails to organizing data. Sounds great, right? But here's the catch – how do you make sure your clients still feel special and not just like another task on your checklist? Heather Smith, author of multiple Cloud Accounting books and host of Cloud Stories Podcast, is here to share some thoughtful insights. In this episode, you'll discover: Simple ways to make automated messages feel warm and personal. Easy tips for understanding what your clients need, even when you're not talking face to face. How to keep real, human conversation a key part of your client relationships, no matter how much technology you use. This conversation is for you if you're all about making your clients feel valued and not just part of the process. Whether you're deep into your accounting career or just starting to use more tech in your work, join Roman and Heather for a conversation full of insights, laughter, and practical advice. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text Accounting Flow is a podcast deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas. Step into the latest buzz on the Accounting Flow Podcast🎉 In this episode, we're getting insights straight from the innovators at FinOptimal, Tom and Jesse where they share with Roman Villard, CPA how automation is reshaping the accounting world. They also touched on how FinOptimal's sleek solutions are cutting through the clutter, reducing mistakes, and empowering firm owners to zoom in on what really matters. Tune in now! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Ever wonder how some firms seem to be on the fast track, leaving everyone else in the dust? 🤔 The secret is out in our latest podcast episode with Michael Astreiko, the founder of Synder. We're diving deep into the game-changing world of automation, showing you exactly how to reclaim time, boost productivity, and focus on what truly matters. From the must-know tools to real-life success stories, we’ve got it all covered. Tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text As an entrepreneur, Kellie Parks understands the challenges of scaling a business firsthand. T Through years of dedication and innovation, she's transformed her firm into a powerhouse firm known for its efficiency, accuracy, and client-centric approach. Now, she's ready to share her secrets with you. In this captivating episode, Kellie shares with Roman how she harnessed the power of workflow checklists to streamline operations, enhance productivity, and drive sustainable growth. Tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text Join host Roman Villard, CPA and guest Alexis Sadler, CEO Accounting Therapy Inc. on the Accounting Flow Podcast as they share easy-to-understand tips for better bookkeeping. Learn how Alexis made managing finances easier by using smart, creative ideas. In this episode, you'll discover: Alexis's story and the challenges she faced running her own firm. The methods she used to make bookkeeping faster and more effective. Practical advice you can apply to your own firm right away. Stories of how these ideas have helped real firm owners succeed. What the future of bookkeeping looks like and why being creative matters. Don't miss out on this chance to improve your bookkeeping skills. Tune in to the Accounting Flow Podcast now! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text Explore the ins and outs of choosing the right operational system for your firm with host Roman Villard and industry expert Stacey Feldman on the Accounting Flow Podcast. In this episode, they break down the details of picking systems, looking at the important things to do and avoid that can impact how well your firm runs. 🚀 What to Anticipate: Proven Strategies: Stacey Feldman, a trailblazer in the field, unpacks time-tested strategies for selecting operational systems. Discover her insights and gain a competitive edge in choosing the right tools for your accounting firm. Real-world Examples: Roman and Stacey share case studies that illustrate successful (and not-so-successful) approaches to operational system selection. Strategic Alignment: Understand the importance of aligning your operational systems with your firm's overall strategy. Learn how to choose systems that enhance your strengths and address your specific challenges. User Experience Matters : Stacey emphasizes the significance of user experience in system selection. Explore how user-friendly interfaces can contribute to increased productivity and overall satisfaction within your firm. Future-Proofing Your Choices : Stay ahead of the curve by future-proofing your operating system choices. Discover how to make decisions that stand the test of time and evolve with the ever-changing landscape of accounting technology. Listen and don't forget to subscribe! Visit https://financial-cents.com/resources/accounting-firm-podcast/ for more. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text Ready to ditch the chaos and embrace a smooth, efficient accounting workflow in the new year? Buckle up, because the Accounting Flow Podcast has got you covered. In this episode, host Roman Villard sits down with Matthew May, President of Acuity Accounting, for a deep dive into optimizing your firm's processes for peak performance in 2024. Get ready to discover: Top workflow bottlenecks crushing your team's productivity (and how to smash them!) Cutting-edge automation tools streamlining tasks and saving you time. Actionable strategies for building a seamless client experience. Mathew's expert insights on the trends shaping the accounting landscape. Plus, bonus tips and tricks to keep your workflow flowing. Whether you're a solopreneur or run a multi-person firm, this episode is your roadmap to a stress-free, efficient 2024. Tune in now. Don't forget to subscribe! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
1 How to Use Community Partnerships & Engagement to Scale Your Accounting Firm (Jessica McCracken) 26:10
Send us a text In this episode, Jessica McCracken, the Strategy & Partnership Leader for Accountant Segment at Intuit joins host Roman Villard to discuss her unique insights and strategies on leveraging community partnerships and engagement to expand firms’ reach and impact. This episode is filled of insights for anyone interested in understanding how community engagement can be a powerful catalyst for business growth. Jessica's experiences and advice are not just inspiring but also packed with actionable takeaways. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text In this episode, host Roman Villard brings together two remarkable guests, Dave Kersting and Tonya Schulte, firm owners who have harnessed the incredible potential of collaboration to achieve shared success. Dave and Tonya share their personal experiences, the hurdles they've overcome, and the remarkable achievements they've unlocked through the power of partnership. They also uncovered practical strategies, insights, and invaluable lessons that you can apply to your own entrepreneurial endeavors. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text In this enlightening episode of Accounting Flow Podcast, host Roman Villard welcomes Chad Davis, a visionary firm owner who has successfully mastered the art of remote management. In this episode, titled "The Process This Firm Owner Uses to Manage His 100% Remote Firm," Davis reveals the secrets behind his effective remote leadership and the strategies that have propelled his firm to success. Roman & Davis discusses: Innovative management techniques for remote teams. Leveraging technology to enhance remote work efficiency. Building a thriving company culture in a virtual environment. Overcoming obstacles and common misconceptions about remote work. Whether you're a firm owner, team leader, or someone just beginning to explore the world of remote work, you'll find plenty of actionable tips and strategies to implement in your own organization. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text In this insightful episode, Erica Goode, CPA, Fractional CFO for Consultants & Agency Owners joins host Roman Villard to discuss her process for managing a 15-hour workweek. Listen in as Erica reveals her top tips for optimizing work processes, prioritizing tasks, and employing technology to streamline operations. Discover how she balances a demanding career with personal time, and learn how you, too, can apply these techniques to achieve a more productive and fulfilling work-life balance. Don't miss out on these game-changing strategies – tune in now to learn how to master the art of a 15-hour workweek with Erica Goode and Roman Villard 🕒💼✨ Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
1 How this firm owner built automation to achieve an increased client retention rate in his firm 27:17
Send us a text In this eye-opening episode, Korey Cournoyer, the Director of Corporate Development & Strategy at Growth Lab Financials, joins host Roman Villard to discuss the process for building efficient automation for your firm. Their conversation covers how to leverage automation tools to serve clients better while improving retention, challenges firm owners face and how to navigate them. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text In this episode, Marie Greene, Founder of Connected Accounting LLC, joins host Roman Villard to discuss communication management strategy and its process. Their conversation covers how to leverage technology to serve clients better, creating SOPs for the team, and workflow standardization. The episode concludes with advice for firm owners on creating a great team structure, boundaries with clients and effective tools that make the work easier. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text In this episode, we dive into the world of efficient spend management workflows with a special guest, Dan Luthi, the visionary owner of Ignite Spot, a leading outsourced accounting service. Join us as we explore the strategies and insights that have propelled Dan's firm to success. 💡 What You'll Learn: 📈 Discover the power of streamlined spend management and how it impacts business finances. 📊 Gain practical tips and strategies for optimizing your firm's financial processes. 🚀 Learn how to leverage automation and technology to enhance workflow efficiency. 🌟 Get insights from Dan's journey in building Ignite Spot into a prominent accounting service provider. 🤝 Explore the benefits of outsourcing accounting services and the key factors to consider. 🔑 Key Takeaways: 📌 Uncover the secrets to minimizing wasteful spending and maximizing profitability. 📌 Understand the importance of well-designed workflows in the accounting industry. 📌 Find inspiration in the success story of Dan Luthi and Ignite Spot. Whether you're a business owner, financial professional, or someone interested in optimizing financial workflows, this episode offers valuable insights that can help you streamline your processes and achieve better outcomes. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text In this episode, Shahram Zarshenas, CEO of Financial Cents, joins host Roman Villard to discuss the new brand mission and vision for the Accounting Flow podcast. Their conversation covers workflow challenges firm owners face, insights from the accounting industry, maintaining software relationships, and industry experts. The episode concludes with advice for firm owners on the need for a streamlined process, tools to focus on and creating a collaborative environment for team members. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Agnes Nkundabagenzi, the founder of Controller4Hire, a cloud-based bookkeeping firm. The firm is made up of 7 team members and they service over 225 clients. In this episode, we talk about how she made the manual switch to taking her firm virtual. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Damyan Dimitrov, the founder of Accounting Management Service, an accounting & tax management firm. The firm is made up of 18 team members and they service over 1000 clients. In this episode, we talk about exactly how he made the transition and its impact on his firm. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Bobbie Witt, the CEO, and founder of Bookkeeping Confidential. She owns a virtual bookkeeping firm with 4 team members and over 50 clients. In this episode, we talk about how she systematized her firm! She shares exactly how she did it and its impact on her firm. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Alisa McCabe, the owner of First Step Financial. He owns an accounting firm with 10 team members and over 75 clients. In this episode, Alisa shares tips on how she creates culture and keeps her team aligned as a remote firm. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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Accounting Flow Podcast
Send us a text Meet Mike, the owner of McLenehan and Associates. He owns an accounting firm with 16 team members and over 1,000 clients. In this episode, we discuss how he moved his team from a 60 to 32-hour work week… without sacrificing firm output! We also talk about the benefits his firm saw, such as attracting and retaining top talent. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Peter, the owner of Pathway. He owns an accounting firm with 2 team members and over 300 clients. In this episode, we talk about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how to do it. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Susan Pruskin, the owner of Susan Pruskin Consulting. She owns an accounting firm with 8 team members and over 100 clients. In this episode, we discuss your challenges when growing your team and how to overcome them! She shares some tips on making your first hire, how your role changes as your team grows, and how to keep and retain talent. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Amanda Birch, the owner of Birch Accounting & Tax Services. She owns an accounting firm with 7 team members and over 1,800 clients. In this episode, we talk about how you can acquire another firm! They share tips on how to find, evaluate, and successfully acquire other accounting firms to drive growth. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Tonya Schulte, the owner of The Profit Constructor. She owns an accounting firm with 5 team members and over 14 clients. In this episode, we talk about how to increase your firm's capacity to take on more clients without having to hire new employees! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Casey Haynes, the owner of Compass CPA. He owns an accounting firm with 11 team members and over 40 clients. In this episode, we talk about how to build a thriving remote CPA firm! He shares their tech stack and best practices for keeping your team happy and accountable. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
Send us a text Meet Josh, a Partner at Streimer & Flusberg, PA. He runs an accounting firm with 17 team members and over 1,500 clients. In this episode, we talk about how you can find and hire top talent in this tough job market! They share some tips on where to post job openings, how to vet applicants, and set them up for success on day 1. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…
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