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Workflow Roast

Insightful strategies and tactics to grow your firm.

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Podcast Workflow Roast
S01 E03: Are Your Clients Really the Problem or Your Workflows? Roman and Kellie Reveal Shocking Answers

Join Roman Villard and Kellie Parks as they dive deep into the real reason behind your accounting headaches! Spoiler alert: It might not be your…

September 17, 2024
Podcast Workflow Roast
S01 E04: Audit Flags Exposed, AR vs. AP Hacks, & Chargeback Secrets!

The Workflow Roast is where firms' workflow strategies are reviewed, and solutions are given right on the spot. From handling AR and AP to security…

October 21, 2024