Claim OwnershipAccounting Flow Podcast
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© 2023 Accounting Flow Podcast
Description
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.
19 Episodes
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In this episode, Dan Luthi, owner of Ignite Spot, a prominent outsourced accounting service, joins host Roman Villard to discuss his 15-year journey in efficient workflows and financial transparency. Ignite Spot's advisory focus has driven their growth, with a tiered service model emphasizing spend management. Their conversation covers workflow benefits, evolving from expenses to proactive spending strategies, maintaining software relationships, and training insights. The episode concludes with advice for newcomers, highlighting the shift to advisory roles and suggestions for those entering spend management.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
Meet Jessica Fox, the owner of Florida Virtual Bookkeeping LLC. She owns an accounting firm with 3 team members and 25 clients.In this episode, she shares actionable steps that you can take to systemize your firm to buy back your valuable time.
Meet David Leichter, the owner of Leichter Accounting Services. He owns an accounting firm with 7 team members and over 350 clients.In this episode, we talk about one of the biggest challenges for accounting firms… MARKETING! David shares the marketing strategies they use to generate 80% of their new clients.
Meet Jasmine Simpson, the owner Good Stewart Financial Company. She owns an accounting firm with 4 team members and over 25 clients.In this episode, we talk about why it is important to focus on working on your firm instead of in your firm and how you can do this by with standardizing your process and delegating client work
Meet Krista Sievers, the owner of Advanced Plus Bookkeeping. They are an accounting firm with 4 team members and over 40 clients.In this episode, we talk about the challenges she faced growing her accounting firm from a side hustle to a team of 4.
Meet Hope Blankenship, the owner of To The Rescue Bookkeeping. They are an accounting firm with seven team members and over 200 clients.In this episode, we talk about the experience she had growing her team and the effective strategies she used to successfully increase pricing with her clients.
Meet Angela Roberts, the owner of Main Accounting. They are a virtual firm with six team members and over 40 clients.In this episode, we talk about how she got her first client and continues to drive referrals, the challenges she faced growing her team, and pricing.
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