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. TThrough 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 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.