The Accounting Firm Podcast: Recent Episodes
Financial Cents
We spend 15 minutes every week uncovering insights into how accounting firm owners just like you overcome the biggest challenges they face when growing an accounting firm. We cover important topics like marketing, pricing, hiring, technology, and scaling your firm.
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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/
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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
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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 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 achieve more freedom in your accounting firm. This episode covers:
- Streamlining accounting processes for maximum efficiency
- Effective delegation techniques to lighten your load
- Implementing systems that save time and boost productivity
- Success stories of firms that have transformed their operations
Don't let your accounting firm run your life.
Learn how to regain your freedom and enjoy a more balanced professional journey.
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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:
- Why streamlined processes are game-changers for accounting firms
- How to spot and fix those pesky workflow bottlenecks
- The coolest tools and tech that can boost your firm's efficiency
- Tips on keeping a close eye on your firm's health
Grab your coffee, get comfy, and tune in!
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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 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 the best practices for sourcing and attracting top talent in the competitive accounting field.
- Retention Strategies: Discover the key factors that keep employees engaged and loyal, reducing turnover rates.
- Cultivating Culture: Understand the importance of creating a workplace environment that promotes growth, satisfaction, and long-term commitment.
Whether you're a firm owner, manager, or HR professional, this episode is packed with actionable advice to help you build a resilient and thriving team.
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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 Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.
Struggling to attract new clients and keep your existing ones happy? In today's competitive marketplace, accounting firms need a strategic marketing plan to stand out. Without a clear direction, it can be difficult to reach your target audience and generate leads.
Join host Roman Villard and Michael Haynes, as they crack the code on building a powerful go-to-market strategy designed specifically for accounting firms. In this episode, you'll discover:
- The secret to identifying your ideal client and crafting messaging that speaks directly to their needs.
- Cutting-edge marketing channels that are perfect for reaching high-value clients in today's digital world.
- Actionable steps to create a data-driven marketing plan that gets results (and keeps you on track).
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Send us a Text Message.
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 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 Brolin, CEO of Powerful Accounting, shares her story of tackling significant regulatory updates head-on, revealing how she turned potential disruptions into opportunities for growth and innovation.
Throughout the episode, you will:
- Explore the effective workflow systems that can adjust to new regulations without missing a beat.
- Gain insider insights into building resilience and flexibility in your accounting practices, ensuring that your operations are compliant and competitively rooted.
- Learn about cutting-edge tools and techniques that Dawn has personally vetted and implemented, which help simplify complex compliance requirements while improving overall efficiency.
This discussion goes beyond the theoretical—it’s grounded in the real-life experiences and successes of someone who has mastered the art of change.
Tune in!
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 Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.
In this episode, we're excited to welcome Nikole Mackenzie, CEO & Founder of Momentum Accounting, Inc., as she shares her process for onboarding new clients and improving their experience in her firm.
You’ll Enjoy:
- Expert Insights: Nikole explains her proven onboarding process, which welcomes clients and sets the stage for long-term relationships.
- Practical Advice: Learn actionable tips to enhance your client’s experience from their first interaction.
- Success Stories: Hear real-life examples of how innovative client management has propelled Nikole's firm to new heights.
Grab your headphones and tune in!🎧
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 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 clients still feel special and not just like another task on your checklist? Heather Smith who offers an Accounting Apps newsletter, host of the Accounting Apps podcast, and founder of the Accounting Apps MasterMind community, is here to share some thoughtful insights.
In this episode, you'll discover:
- Simple ways to make automated messages feel warm and personal.
- Easy tips for understanding what your clients need, even when you're not talking face to face.
- How to keep real, human conversation a key part of your client relationships, no matter how much technology you use.
This conversation is for you if you're all about making your clients feel valued and not just part of the process. Whether you're deep into running your accounting firm or just starting to use more tech in your work, join Roman and Heather for a conversation full of insights, laughter, and practical advice.
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 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 with Roman Villard, CPA how automation is reshaping the accounting world.
They also touched on how FinOptimal's sleek solutions are cutting through the clutter, reducing mistakes, and empowering firm owners to zoom in on what really matters.
Tune in now!
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!
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.
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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!
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.
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!
In this interesting 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.
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.
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.
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 🕒💼✨
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.
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.
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.
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.