Accounting Flow Podcast

Send us a textDawn 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 in mindset, structure, and execution.This episode breaks down the core strategies Brolin shared, providing an analytical, step-by-step approach to gaining control of your time, optimizing workflow, and building a profitable, sustainable firm.Tune in today.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

Ryan Lazanis, CPA and founder of Future Firm, shares his invaluable insights on creating a winning recruitment strategy. He reveals that nearly half of new hires don't make the cut due to attitude, not skill. Ryan outlines his 7-step process for attracting and retaining top talent, emphasizing the art of compelling job postings as a marketing tool. He tackles the challenges of high turnover and offers innovative compensation strategies to entice candidates. Tune in for his unique approach to aligning values and building a loyal, high-performing team!

Send us a textGrowth 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, cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms navigating this growth-security paradox. “It’s not just about compliance,” Brad said. “It’s about implementation. It’s about execution.”Let’s break Brad’s strategic roadmap to create a secure, scalable workflow without sabotaging client trust or team efficiency.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

Keila Hill-Trawick, CPA and owner of Little Fish Accounting, shares her insights on achieving meaningful growth without sacrificing personal fulfillment. She discusses her seven-step framework for creating intentional business strategies that align with personal values. Keila emphasizes that growth should not feel like an endless hustle but an empowered journey towards a balanced life. Tune in to learn how to design a business that truly reflects your goals and leads to a rewarding lifestyle!

Send us a textImagine 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 practice. At WorkflowCon 2024, she shares battle-tested strategy for building a streamlined, optimized tech stack designed specifically for bookkeepers and accounting professionals.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 textThe 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 changing my numbers?" this episode is for you.In this episode,  Nancy McClelland, CPA, founder of The Dancing Accountant, broke down why this disconnect exists and how to fix it. 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

In this engaging conversation, Erica Goode, a CPA and productivity strategist, shares her secrets to running a successful solo accounting firm while working just 15 hours a week. She reveals her transformative business planning strategies that replace the traditional hustle with smarter approaches tailored to individual needs. Erica talks about her journey from corporate burnout to finding balance as a solo practitioner. This episode is a treasure trove for freelancers and entrepreneurs seeking efficiency without sacrificing personal time.

Send us a textScaling 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 hard-earned insights on frameworks.They didn’t just talk theory—they gave actionable advice, real-world examples, and honest reflections on what’s worked for them (and what hasn’t).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

Justine Lackey, founder of Bookkeepers Business Incubator, helps bookkeepers and accountants enhance their business skills. In this discussion, she unveils a practical 3-step framework to conquer big projects without stress. The conversation explores breaking tasks into smaller steps, staying focused, and the importance of self and community accountability. Justine shares effective goal-setting techniques and personal insights, emphasizing how supportive connections can drive financial goals and boost productivity.

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