Accounting Flow Podcast

Send us Fan Mail 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 proces...

Send us Fan Mail 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...

Send us Fan Mail 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 , cybersecu...

Send us Fan Mail 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...

Send us Fan Mail 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 pract...

Send us Fan Mail 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...

Send us Fan Mail 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...

Send us Fan Mail 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 ha...

Send us Fan Mail 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, th...

Send us Fan Mail 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 smoot...

Send us Fan Mail 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,...

Send us Fan Mail 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 i...

Send us Fan Mail 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, a...

Send us Fan Mail 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 yo...

Send us Fan Mail 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 bo...

Send us Fan Mail 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...

Send us Fan Mail 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...

Send us Fan Mail 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 evolv...

Send us Fan Mail 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, CE...

Send us Fan Mail 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...

Send us Fan Mail 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 epis...

Send us Fan Mail 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 r...

Send us Fan Mail 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 harnesse...

Send us Fan Mail 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 use...

Send us Fan Mail 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,...