Accounting Flow Podcast

Send us a textIn this eye-opening episode, Korey Cournoyer, the Director of Corporate Development & Strategy at Growth Lab Financials, joins host Roman Villard to discuss the process for building efficient automation for your firm.Their conversation covers how to leverage automation tools to serve clients better while improving retention, challenges firm owners face and how to navigate them.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, Marie Greene, Founder of Connected Accounting LLC, joins host Roman Villard to discuss communication management strategy and its process.Their conversation covers how to leverage technology to serve clients better, creating SOPs for the team, and workflow standardization. The episode concludes with advice for firm owners on creating a great team structure, boundaries with clients and effective tools that make the work easier.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, we dive into the world of efficient spend management workflows with a special guest, Dan Luthi, the visionary owner of Ignite Spot, a leading outsourced accounting service. Join us as we explore the strategies and insights that have propelled Dan's firm to success.💡 What You'll Learn:📈 Discover the power of streamlined spend management and how it impacts business finances.📊 Gain practical tips and strategies for optimizing your firm's financial processes.🚀 Learn how to leverage automation and technology to enhance workflow efficiency.🌟 Get insights from Dan's journey in building Ignite Spot into a prominent accounting service provider.🤝 Explore the benefits of outsourcing accounting services and the key factors to consider.🔑 Key Takeaways:📌 Uncover the secrets to minimizing wasteful spending and maximizing profitability.📌 Understand the importance of well-designed workflows in the accounting industry.📌 Find inspiration in the success story of Dan Luthi and Ignite Spot.Whether you're a business owner, financial professional, or someone interested in optimizing financial workflows, this episode offers valuable insights that can help you streamline your processes and achieve better outcomes.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 episode, the hosts discuss the rebranding of the podcast and the importance of efficient workflows in accounting firms. They also emphasize the value of efficient processes for building and scaling an accounting firm, as well as the accessibility and openness of the podcast community. The purpose and vision of the podcast include providing practical insights to help accounting firms solve workflow problems.

Send us a textMeet Agnes Nkundabagenzi, the founder of Controller4Hire, a cloud-based bookkeeping firm. The firm is made up of 7 team members and they service over 225 clients.In this episode, we talk about how she made the manual switch to taking her firm virtual.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 textMeet Damyan Dimitrov, the founder of Accounting Management Service, an accounting & tax management firm. The firm is made up of 18 team members and they service over 1000 clients.In this episode, we talk about exactly how he made the transition and its impact on his firm.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 textMeet Bobbie Witt, the CEO, and founder of Bookkeeping Confidential. She owns a virtual bookkeeping firm with 4 team members and over 50 clients.In this episode, we talk about how she systematized her firm! She shares exactly how she did it and its impact on her firm. 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 textMeet Alisa McCabe, the owner of First Step Financial. He owns an accounting firm with 10 team members and over 75 clients.In this episode, Alisa shares tips on how she creates culture and keeps her team aligned as a remote firm.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 textMeet Mike, the owner of McLenehan and Associates. He owns an accounting firm with 16 team members and over 1,000 clients.In this episode, we discuss how he moved his team from a 60 to 32-hour work week… without sacrificing firm output! We also talk about the benefits his firm saw, such as attracting and retaining top talent.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 textMeet Peter, the owner of Pathway. He owns an accounting firm with 2 team members and over 300 clients.In this episode, we talk about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how to do it.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