Accounting Flow Podcast
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.
Episodes
41 episodes
The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 2)
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.
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Season 2
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Episode 16
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41:31
Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm!
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:-...
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Season 2
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Episode 15
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36:29
Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies
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 o...
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Season 2
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Episode 14
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37:43
The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter
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 jugglin...
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Season 2
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Episode 13
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50:22
How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate
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:
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Season 2
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Episode 12
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35:36
Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree)
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 recrui...
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Season 2
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Episode 11
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31:59
How to Develop a Go-to-Market Strategy with Michael Haynes
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 F...
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29:46
How to create workflow strategies for regulatory changes with Dawn Brolin
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 F...
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Season 2
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Episode 9
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28:35
This firm owner’s process for onboarding new clients and improving their experiences
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 F...
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35:53
How to personalize your clients' experiences while using accounting automation (Heather Smith)
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 Fina...
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Season 2
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Episode 7
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32:03
How Finance Automation Can Transform Your Accounting Firm With Tom & Jesse
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 Fina...
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Season 2
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Episode 6
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36:42
How to 10X your firm’s efficiency by automating low level tasks
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 t...
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Season 2
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Episode 5
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32:26
How Kellie Parks used workflow checklists to scale her firm
As 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-c...
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Season 2
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Episode 4
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39:01
Creative Strategies to Improve Your Bookkeeping Management Process - Must Try!
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, creati...
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Season 2
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Episode 3
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26:42
The Do's and Don'ts of Selecting an Operational System For Your Firm With Stacey Feldman
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 syst...
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Season 2
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Episode 2
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34:01
Everything you need to know on optimizing your accounting firm's workflow in 2024
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 Matthe...
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Season 2
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Episode 1
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31:55
How to Use Community Partnerships & Engagement to Scale Your Accounting Firm (Jessica McCracken)
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 firm...
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Season 1
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Episode 25
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26:10
The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 1)
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 pe...
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Season 1
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Episode 24
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30:43
The process this firm owner uses to manage his 100% remote firm
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 Owne...
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Season 1
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Episode 23
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39:41
How this firm owner gets work done in a 15-hour workweek
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...
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Season 1
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Episode 22
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28:47
How this firm owner built automation to achieve an increased client retention rate in his firm
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 conversati...
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Season 1
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Episode 21
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27:17
How this firm owner effectively manages communication across her firm
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, crea...
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Season 1
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Episode 20
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33:12
How this firm owner uses efficient workflow for their spend management process
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...
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Season 1
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Episode 19
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25:26
Re-introduction: Welcome to the Accounting Flow Podcast
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, in...
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Season 1
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Episode 18
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26:38
How this firm owner converted her brick & mortar firm to the cloud
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...
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Season 1
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Episode 17
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26:34