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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 and hosted by Roman Villard, CPA and Shahram Zarshenas.
41 Episodes
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Send us a textThe 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. Tune in, laugh a little, and get re...
Send us a textReady 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 i...
Send us a textEver 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 ...
Send us a textAre 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 a...
Send us a textIn 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 firmsHow to spot and fix those pesky workflow bottlenecksThe coolest tools and tech that can boost your firm's efficiencyTips on keeping a close eye on your firm's healthGrab your coffee, get co...
Send us a textIn 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 ...
Send us a textAccounting 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 Br...
Send us a textAccounting 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 cli...
Send us a textAccounting 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 ...
Send us a textEver 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:...
1Send us a textAs an entrepreneur, Kellie Parks understands the challenges of scaling a business firsthand. TThrough 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 gr...
Send us a textJoin 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.Storie...
Send us a textExplore 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. Disc...
Send us a textReady 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 too...
Send us a textIn 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 pa...
Send us a textIn 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 ent...
Send us a textIn 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.Lever...
Send us a textIn 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 fulfillin...
Send us a textIn 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.fac...
Send us a textIn 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.l...
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