Accounting Flow Podcast

Send us Fan Mail 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 workflo...

Send us Fan Mail 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 firms’ reach and impact. This episode is filled of insights for anyone interested in understanding how community engagement can be a powerful c...

Send us Fan Mail 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.  Th...

Send us Fan Mail 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 propell...

Send us Fan Mail 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 tim...

Send us Fan Mail 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 the...

Send us Fan Mail 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, bounda...

Send us Fan Mail 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 imp...

Send us Fan Mail 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 ne...

Send us Fan Mail 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. Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook: https://www.facebook.com/FinancialCents  X:...

Send us Fan Mail 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. Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook: https://www.faceboo...

Send us Fan Mail 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.  Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook: https://www.facebook.com/Fi...

Send us Fan Mail 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. Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook: https://www.facebook.com/FinancialCents  X: https://x.com/_Financia...

Send us Fan Mail 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. Follow us on:  LinkedIn: https://www.linkedin.com/compa...

Send us Fan Mail 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. Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook: https://www.facebook.com/Finan...

Send us Fan Mail 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.  Follow us on:  LinkedIn: https://ww...

Send us Fan Mail 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.  Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-c...

Send us Fan Mail 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! Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook: https://www.facebook.com/FinancialCe...

Send us Fan Mail 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.  Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook: https://www.faceboo...

Send us Fan Mail 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.  Follow us on:  LinkedIn: https://www.linkedin.com/...

Send us Fan Mail 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.  Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook: https://www.facebook.com/FinancialCents  X: https:...

Send us Fan Mail 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.  Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-ce...

Send us Fan Mail 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  Follow us on:  LinkedIn: https://www.linkedin.com/compa...

Send us Fan Mail 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. Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook: https://www.facebook.com/FinancialCents  X: http...

Send us Fan Mail 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. Follow us on:  LinkedIn: https://www.linkedin.com/company/financial-cents/  Facebook:...