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...

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...

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...

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. Tune in!

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...

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...

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...

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 a treasure trove 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...

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...

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...

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...

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, 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...

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.