Send us a textAccounting 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 multiple Cloud Accounting books and host of Cloud Stories Podcast, is here to share some thoughtful insights.In this episode, you'll discover:Simple ways to make automated messages feel warm and personal.Easy tips for understanding what your clients need, even when you're not talking face to face.How to keep real, human conversation a key part of your client relationships, no matter how much technology you use.This conversation is for you if you're all about making your clients feel valued and not just part of the process. Whether you're deep into your accounting career or just starting to use more tech in your work, join Roman and Heather for a conversation full of insights, laughter, and practical advice.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. 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 sleek solutions are cutting through the clutter, reducing mistakes, and empowering firm owners to zoom in on what really matters.Tune in now!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 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!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 textAs an entrepreneur, Kellie Parks understands the challenges of scaling a business firsthand. TThrough 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!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 textJoin 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 being creative matters.Don't miss out on this chance to improve your bookkeeping skills. Tune in to the Accounting Flow Podcast now!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 textExplore 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 Examples: Roman and Stacey share case studies that illustrate successful (and not-so-successful) approaches to operational system selection.Strategic Alignment: Understand the importance of aligning your operational systems with your firm's overall strategy. Learn how to choose systems that enhance your strengths and address your specific challenges.User Experience Matters: Stacey emphasizes the significance of user experience in system selection. Explore how user-friendly interfaces can contribute to increased productivity and overall satisfaction within your firm.Future-Proofing Your Choices: Stay ahead of the curve by future-proofing your operating system choices. Discover how to make decisions that stand the test of time and evolve with the ever-changing landscape of accounting technology.Listen and don't forget to subscribe!Visit https://financial-cents.com/resources/accounting-firm-podcast/ for more.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

Guest Matthew May, President of Acuity Accounting, discusses top workflow bottlenecks, cutting-edge automation tools, actionable strategies for a seamless client experience, and insights on accounting trends in 2024.

Send us a textIn 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 catalyst for business growth. Jessica's experiences and advice are not just inspiring but also packed with actionable takeaways.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 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. 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 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 propelled his firm to success.Roman & Davis discusses:Innovative management techniques for remote teams.Leveraging technology to enhance remote work efficiency.Building a thriving company culture in a virtual environment.Overcoming obstacles and common misconceptions about remote work.Whether you're a firm owner, team leader, or someone just beginning to explore the world of remote work, you'll find plenty of actionable tips and strategies to implement in your own organization.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