Accounting Flow Podcast

Oct 17 2024 41 ep. 31 mins 16
Accounting Flow Podcast artwork

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.

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The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 2)

Oct 17 2024 41 mins  
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 t

Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm!

Sep 17 2024 36 mins  
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 prop

Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies

Aug 20 2024 37 mins  
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 h

The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter

Jul 19 2024 50 mins  
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

How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate

Jun 26 2024 35 mins  
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 th

Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree)

Jun 11 2024 31 mins  
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 th

How to Develop a Go-to-Market Strategy with Michael Haynes

May 21 2024 29 mins  
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.Struggling to attract new clients and keep your existin

How to create workflow strategies for regulatory changes with Dawn Brolin

May 07 2024 28 mins  
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 cons

This firm owner’s process for onboarding new clients and improving their experiences

Apr 23 2024 35 mins  
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.In this episode, we're excited to welcome Nikole Macken

How to personalize your clients' experiences while using accounting automation (Heather Smith)

Apr 08 2024 32 mins  
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,