Send us a text 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, this episode is your ticket to smoother firm operations. T une in, laugh a little, and get ready to change the way you work! Follow us on: LinkedIn: https://www.linkedin.com/company/fina ..read more

Send us a text 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 identify and attract your ideal clients. - Proven strategies for positioning your firm as the go-to expert in your niche. Whether you’re just starting out or looking to refresh your firm’s image, this e ..read more

Send us a text 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, and grow her business—all while staying true to her values and passion. If you’re dreaming of starting your own accounting firm or simply curious about the life of a solo entrepreneur, this episode is ..read more

Send us a text 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 your professional life. Join Roman Villard, CPA and Geraldine Carter as they explore practical steps to achieve more freedom in your accounting firm. This episode covers: Streamlining accounting proces ..read more

Send us a text 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 boost your firm's efficiency Tips on keeping a close eye on your firm's health Grab your coffee, get comfy, and tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ F ..read more

Send us a text 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 and retains skilled professionals. Join us as we delve into: Effective Recruitment Tactics: Learn the best practices for sourcing and attracting top talent in the competitive accounting field. Ret ..read more

Send us a text 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? In today's competitive marketplace, accounting firms need a strategic marketing plan to stand out. Without a clear direction, it can be difficult to reach your target audience and generate leads. Join ..read more

Send us a text 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 evolving can be daunting.  This episode isn’t just about survival and thriving through change. Dawn Brolin, CEO of Powerful Accounting, shares her story of tackling significant regulatory updates head ..read more

Send us a text 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 ..read more

Send us a text 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, author of mu ..read more