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 be ..read more

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 ..read more

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 sle ..read more

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 ..read more

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 ..read more

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 be ..read more

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.  ..read more

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 E ..read 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. Ma ..read more

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 also packed with actionable takeaways ..read more