Send us a textReady 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 smooth as tax season ramps up. What you’ll learn in this episode:✅ How to create an efficient scheduling process for tax prep✅ Tools for staying organized✅ Tips for handling no-shows, reschedules, and client follow-upsTune in and make your tax prep scheduling flow this season! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textThe 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. Tune in, laugh a little, and get ready to change the way you work! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textReady 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 episode is packed with practical advice you can start using today. Tune in to learn how to stand out in a crowded market and grow your firm like never before! 🎧✨------------------------------------------------------------------------------------------------------------------WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. October 22 & 23, 2024. 100% Free and Virtual.Sign up here: https://workflowcon.com/  Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textEver 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 a must-listen. Kelly’s story is packed with inspiration, actionable tips, and a whole lot of heart. Tune in!------------------------------------------------------------------------------------------------------------------WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. October 22 & 23, 2024. 100% Free and Virtual.Sign up here: https://workflowcon.com/  Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textAre 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 processes for maximum efficiencyEffective delegation techniques to lighten your loadImplementing systems that save time and boost productivitySuccess stories of firms that have transformed their operationsDon't let your accounting firm run your life. Learn how to regain your freedom and enjoy a more balanced professional journey.Tune in!------------------------------------------------------------------------------------------------------------------WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. October 22 & 23, 2024. 100% Free and Virtual.Sign up here: https://workflowcon.com/  Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textIn 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 firmsHow to spot and fix those pesky workflow bottlenecksThe coolest tools and tech that can boost your firm's efficiencyTips on keeping a close eye on your firm's healthGrab your coffee, get comfy, and tune in! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textIn 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.Retention Strategies: Discover the key factors that keep employees engaged and loyal, reducing turnover rates.Cultivating Culture: Understand the importance of creating a workplace environment that promotes growth, satisfaction, and long-term commitment.Whether you're a firm owner, manager, or HR professional, this episode is packed with actionable advice to help you build a resilient and thriving team.Tune in. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textAccounting 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 host Roman Villard and Michael Haynes, as they crack the code on building a powerful go-to-market strategy designed specifically for accounting firms. In this episode, you'll discover:The secret to identifying your ideal client and crafting messaging that speaks directly to their needs.Cutting-edge marketing channels that are perfect for reaching high-value clients in today's digital world.Actionable steps to create a data-driven marketing plan that gets results (and keeps you on track).Tune in!Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textAccounting 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-on, revealing how she turned potential disruptions into opportunities for growth and innovation.Throughout the episode, you will:Explore the effective workflow systems that can adjust to new regulations without missing a beat.Gain insider insights into building resilience and flexibility in your accounting practices, ensuring that your operations are compliant and competitively rooted.Learn about cutting-edge tools and techniques that Dawn has personally vetted and implemented, which help simplify complex compliance requirements while improving overall efficiency.This discussion goes beyond the theoretical—it’s grounded in the real-life experiences and successes of someone who has mastered the art of change. Tune in!Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents

Send us a textAccounting 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!🎧Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents