Podcasts

Insightful strategies and tactics to grow your firm

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S02 E08: This firm owner’s process for onboarding new clients and improving their experiences

This episode, we're excited to welcome Nikole Mackenzie, CEO & Founder Momentum Accounting, Inc. as she shares her process for onboarding new clients and improving…

April 23, 2024

Podcast Accounting Workflow

S02 E07: Balancing tech and touch: How to personalize client experiences in automated processes

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 –…

April 9, 2024

Podcast Accounting Workflow

S02 E06: How Finance Automation Can Transform Your Firm

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…

March 26, 2024

Podcast Accounting Workflow

S02 E05: How to 10X your firm’s efficiency by automating low level tasks

We're diving deep with Michael Astreiko, Founder of Synder, into the game-changing world of automation, showing you exactly how to reclaim time, boost productivity, and…

March 12, 2024

Podcast Accounting Workflow

S02 E04: How this firm owner used workflow checklists to scale her firm

In this captivating episode, Kellie Parks, CPB shares with our host, Roman Villard, CPA how she harnessed the power of workflow checklists to streamline operations,…

February 27, 2024

Podcast Accounting Workflow

S02 E03: How this firm owner made bookkeeping management easier and more efficient through a creative approach

Join host Roman Villard and guest Alexis Sadler on the Accounting Flow Podcast as they share easy-to-understand tips for better bookkeeping. Learn how Alexis made…

February 13, 2024

Podcast Accounting Workflow

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

Podcast Accounting Workflow

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 Accounting Workflow

S01 E25: How this partnership leader leverages community partnerships and engagement to scale firms

This episode is a treasure trove of insights for anyone interested in understanding how community engagement can be a powerful catalyst for business growth. Jessica's…

January 3, 2024

Podcast Accounting Workflow

S01 E24: How this firm owner partnered with other firm owners for shared success

In this episode, host Roman Villard brings together two remarkable guests, Dave Kersting and Tonya Schulte, firm owners who have harnessed the incredible potential of…

January 3, 2024

Podcast Accounting Workflow

S01 E23: The process this firm owner uses to manage his 100% remote team

In this interesting episode, Chad Davis, Co-founder & Partner at LiveCA LLP joins host Roman Villard to discuss the process for managing his 100% remote…

January 3, 2024

Podcast Accounting Workflow

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

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