Practice Management

Insightful strategies and tactics to grow your firm.

Browse the categories or topics below to find what you are looking for.

Podcast
S01 E11: How this firm owner grew from being a solo to a team of 8

Susan Pruskin discuss's challenges when growing your team and how to overcome them! She shares some tips on making your first hire, how your role…

December 12, 2022

Podcast
S01 E12: How this firm documented their processes with checklists

Peter Piluk talks about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how…

January 3, 2023

Podcast
S01 E13: How this firm went from a 60 to 32 hour work week and still got their work done

Mike McLenehan discusses how he moved his team from a 60 to 32-hour work week… without sacrificing firm output! We also talk about the benefits…

January 15, 2023

Podcast
S01 E15: How this firm owner systematized her accounting firm

How this firm owner systematized her accounting firm. Bobbie Witt shares exactly how she did it and its impact on her firm.

March 10, 2023

Podcast
S01 E16: How this firm owner built a paperless accounting firm

How this firm built a paperless accounting firm. Damyan Dimitrov shares exactly how he did it and its impact on his firm.

August 15, 2023

Podcast
S01 E17: How this firm owner converted her brick & mortar firm to the cloud

How this firm owner converted her brick & mortar firm to the cloud. Agnes Nkundabagenzi shares exactly how she did it and its impact on…

August 15, 2023

Podcast
S01 E18: Re-introduction – Welcome to the Accounting Flow Podcast

In this episode, Shahram Zarshenas, CEO of Financial Cents, joins host Roman Villard to discuss the new brand mission and vision for the Accounting Flow…

September 12, 2023

Podcast
S01 E19: A Deep Dive Into The Spend Management Process

In this episode, Dan Luthi owner of Ignite Spot, a prominent outsourced accounting service, shares his 15-year journey in efficient workflows and financial transparency.

September 26, 2023

Podcast
S01 E20: How this firm owner effectively manages communication across her firm

In this episode, Marie Greene, Founder of Connected Accounting LLC, joins host Roman Villard to discuss Communication management strategy and its process.

October 19, 2023

Podcast
S01 E22: How this Firm Owner Gets Work Done in a 15-hour Workweek

In this insightful episode, Erica Goode, CPA, Fractional CFO for Consultants & Agency Owners joins host Roman Villard to discuss the process for managing a…

November 15, 2023

Podcast
S02 E01: Everything you need to know on optimizing your accounting firm’s workflow in 2024

Buckle up, because the Accounting Flow Podcast has got you covered. In this episode, host Roman Villard sits down with Matthew May, President of Acuity…

January 11, 2024

Podcast
S02 E02: Selecting an Operational System For Your Firm: Do’s and Don’ts

Explore the ins and outs of choosing the right operational systems for your firm with host Roman Villard and industry expert Stacey Feldman on the…

January 23, 2024