Accounting Flow podcast

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The 7-Step Recruitment Process to Attract and Hire Top Talent w/Ryan Lazanis, CPA 40:03

for 7 dager siden40:03

40:03

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…

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The Freedom & Profitability You Desire Are Achievable w/Dawn Brolin, CPA, CFE 28:59

for 7 dager siden28:59

28:59

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…

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Security Workflow for Your Growing Accounting Firm: A Step-by-Step Guide with Brad Messner 31:43

for 22 dager siden31:43

31:43

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…

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How to Focus on Meaningful Growth While Living a Balanced, Fulfilling Life w/ Keila Hill-Trawick 26:48

for 5 weeks siden26:48

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…

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Standardize to Optimize: The Benefits of a Streamlined Tech Stack w/ Kellie Parks, CPB 37:57

for 8 weeks siden37:57

37:57

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…

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Tear Down the Wall: Workflows for Bookkeeper and Tax Preparer Collaboration w/Nancy McClelland, CPA 30:13

for 10 weeks siden30:13

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…

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How to Optimize Your Solo Accounting Firm for a 15-Hour WorkWeek w/Erica Goode, CPA 29:48

for 12 weeks siden29:48

29:48

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…

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How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA 45:30

for 14 weeks siden45:30

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…

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How to Break Down Big Projects into a 3-Step Framework w/Justine Lackey 56:44

for 16 weeks siden56:44

56:44

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…

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The Workflow For Scheduling a Tax Prep w/Brenda S. Cannon, CPA 31:55

for 20 weeks siden31:55

31:55

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…

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The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 2) 40:46

for 29 weeks siden40:46

40:46

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…

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Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm! 35:43

for 33 weeks siden35:43

35:43

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…

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Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies 36:57

for 37 weeks siden36:57

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…

for 1 year siden36:42

36:42

Accounting Flow Podcast

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How to 10X your firm’s efficiency by automating low level tasks 32:26

for 1 year siden32:26

32:26

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…

Accounting Flow Podcast

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How Kellie Parks used workflow checklists to scale her firm 39:01

for 1 year siden39:01

39:01

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…

Accounting Flow Podcast

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Creative Strategies to Improve Your Bookkeeping Management Process - Must Try! 26:42

for 1 year siden26:42

26:42

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…

Accounting Flow Podcast

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The Do's and Don'ts of Selecting an Operational System For Your Firm With Stacey Feldman 34:01

for 1 year siden34:01

34:01

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…

Accounting Flow Podcast

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Everything you need to know on optimizing your accounting firm's workflow in 2024 31:55

for 1 year siden31:55

31:55

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…

Accounting Flow Podcast

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How to Use Community Partnerships & Engagement to Scale Your Accounting Firm (Jessica McCracken) 26:10

for 1 year siden26:10

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…

Accounting Flow Podcast

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The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 1) 30:43

for 1 year siden30:43

30:43

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…

Accounting Flow Podcast

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The process this firm owner uses to manage his 100% remote firm 39:41

for 1 year siden39:41

39:41

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…

Accounting Flow Podcast

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How this firm owner gets work done in a 15-hour workweek 28:47

for 1 year siden28:47

28:47

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…

Accounting Flow Podcast

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How this firm owner built automation to achieve an increased client retention rate in his firm 27:17

for 2 years siden27:17

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…

Accounting Flow Podcast

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How this firm owner effectively manages communication across her firm 33:12

for 2 years siden33:12

33:12

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…

Accounting Flow Podcast

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How this firm owner uses efficient workflow for their spend management process 25:26

for 2 years siden25:26

25:26

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…

Accounting Flow Podcast

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Re-introduction: Welcome to the Accounting Flow Podcast 26:38

for 2 years siden26:38

26:38

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…

Accounting Flow Podcast

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How this firm owner converted her brick & mortar firm to the cloud 26:34

for 2 years siden26:34

26:34

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…

Accounting Flow Podcast

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How this firm owner built a paperless accounting firm 25:18

for 2 years siden25:18

25:18

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…

Accounting Flow Podcast

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How this firm owner systematized her accounting firm 15:12

for 2 years siden15:12

15:12

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…

Accounting Flow Podcast

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How to keep your team happy and connected in a remote world 42:00

for 2 years siden42:00

42:00

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…

Accounting Flow Podcast

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How this firm went from a 60 to 32 hour work week... and still got their work done 49:26

for 2 years siden49:26

49:26

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…

Accounting Flow Podcast

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How this firm documented their processes with checklists 29:56

for 2 years siden29:56

29:56

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…

Accounting Flow Podcast

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How this firm owner grew from being a solo to a team of 8 30:23

for 2 years siden30:23

30:23

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…

Accounting Flow Podcast

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How this firm successfully acquired another firm 32:58

for 2 years siden32:58

32:58

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…

Accounting Flow Podcast

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How this firm increased capacity by partnering with other firms 31:10

for 2 years siden31:10

31:10

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…

Accounting Flow Podcast

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How this firm owner built a thriving remote firm 41:48

for 3 years siden41:48

41:48

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…

Accounting Flow Podcast

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How this firm finds and hires top talent in this tough job market 21:58

for 3 years siden21:58

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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…

Accounting Flow Podcast

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Learn how to systemize your accounting firm with Jessica Fox 21:32

for 3 years siden21:32

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Send us a text 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. 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…

Accounting Flow Podcast

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How this firm generates 80% of new clients through email, PPC, reviews and other marketing campaigns 24:08

for 3 years siden24:08

24:08

Send us a text 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. 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…

Accounting Flow Podcast

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How this firm owner focuses on growing her firm by standardizing and delegating client work 21:39

for 3 years siden21:39

21:39

Send us a text 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 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…

Accounting Flow Podcast

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How this virtual firm grew from a side hustle to a team of 4 18:03

for 4 years siden18:03

18:03

Send us a text 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. 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…

Accounting Flow Podcast

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The strategies To The Rescue Bookkeeping used to successfully increase pricing 23:54

for 4 years siden23:54

23:54

Send us a text 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. 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…

Accounting Flow Podcast

1
How Main Accounting transitioned from a solo firm to a remote team of 6 24:31

for 4 years siden24:31

24:31

Send us a text 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. 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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