Send us a text Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other. The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achieving this equilibrium requires a deliberate shift in mindset, structure, and execution. This episode breaks down the core strategies Brolin shared, provi...
Apr 30, 2025•29 min•Season 3Ep. 9
Send us a text If you’ve been burned by a hire who looked amazing on paper but fell flat in execution, you’re not alone. According to Ryan Lazanis, CPA and founder of Future Firm®, almost 1 in 2 new hires fail within the first 18 months. Let that sink in. And it’s not because they don’t know how to do the work; they don’t have the right attitude. This guide is the exact 7-step recruitment process Ryan developed after years of hiring, struggling, learning, and finally building the kind of team th...
Apr 30, 2025•40 min•Season 3Ep. 8
Send us a text Growth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall. That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve built is at risk. At WorkflowCon 2024 , cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms naviga...
Apr 15, 2025•32 min•Season 3Ep. 7
Send us a text You didn’t start your business to work 80 hours a week. You didn’t leave your 9-to-5 to be chained to your inbox. So why does growth feel like dragging you away from the life you wanted to build? If you’ve ever wondered how to grow your business without losing yourself, Keila Hill-Trawick of Little Fish Accounting delivered the blueprint at WorkflowCon 2024 . Keila’s approach isn’t about hustle. It’s about intention. In this episode, you'll explore her seven-step framework, which ...
Apr 02, 2025•27 min•Season 3Ep. 6
Send us a text Imagine trying to cook a five-star meal in a kitchen crammed with unused cookware, mismatched utensils, and multiple versions of the same pans. Would you feel calm, focused, and in control, or overwhelmed and inefficient? According to Kellie Parks, CPB, Owner of Calmwaters Accounting, that’s exactly how your tech stack can either make or break your accounting or bookkeeping practice. At WorkflowCon 2024, she shares battle-tested strategy for building a streamlined, optimized tech ...
Mar 11, 2025•38 min•Season 3Ep. 5
Send us a text The divide between bookkeepers and tax preparers isn’t just frustrating; it’s costly. Miscommunication, duplicated work, and last-minute scrambles waste time and money. Worse, they leave small business clients with disorganized books and tax headaches. If you’ve ever found yourself muttering, "Why didn’t the bookkeeper clean this up?" or "Why does the Tax Pro keep changing my numbers?" this episode is for you. In this episode, Nancy McClelland, CPA , founder of The Dancing Account...
Feb 25, 2025•30 min•Season 3Ep. 4
Send us a text At WorkflowCon 2024 , Erica Goode—a CPA, solo firm owner, and productivity strategist—shared a framework that flips the traditional 40-hour workweek. Erica runs a profitable, six-figure accounting firm and works 15 hours a week. No burnout. No endless to-do lists. No hustle-for-hustle’s-sake. Her strategy isn’t about shortcuts or working faster. It’s about planning—knowing exactly what to do, when, and why it matters. This system isn’t reserved for accountants. Whether you’re a fr...
Feb 10, 2025•30 min•Season 3Ep. 3
Send us a text Scaling your accounting firm requires strategy, structure, and a system that evolves with you. It’s about creating frameworks—tailored, practical, and adaptable—to guide how your firm operates, serves clients, and builds a team culture that thrives. At WorkflowCon 2024 , three industry leaders— Megan Comer , Roman Villard, CPA , and Chad Davis, CPA —came together to share their hard-earned insights on frameworks. They didn’t just talk theory—they gave actionable advice, real-world...
Jan 28, 2025•46 min•Season 3Ep. 2
Send us a text Do big projects leave you feeling stuck? In this episode of the Accounting Flow Podcast , we’re chatting with Justine Lackey about her easy 3-step framework to make even the biggest tasks feel doable. She covered how to break projects into smaller steps, stay focused, and get things done without stress. Whether you’re managing your business or just trying to organize your day, this episode will give you tools you can use right away. Tune in! Follow us on: LinkedIn: https://www.lin...
Jan 14, 2025•57 min•Season 3Ep. 1
Send us a text Ready to conquer tax season without losing your mind? In this episode, Roman Villard, CPA, sits with Brenda S. Cannon, CPA, to break down the ultimate workflow for organizing and scheduling tax preparation with clients— without the headaches. Brenda shares her go-to strategies, tools, and tips for staying on top of appointments, streamlining communication, and keeping things smooth as tax season ramps up. What you’ll learn in this episode: ✅ How to create an efficient scheduling p...
Dec 17, 2024•32 min•Season 2Ep. 17
Send us a text The Accounting Flow Podcast is bringing the heat this week! Host Roman Villard, CPA, welcomes the dynamic duo Dave Kersting and Tonya Schulte to reveal the co-firming hack that’s about to shake up your accounting world. We’re talking less chaos, more flow—because who doesn’t want to make firm life easier? Whether you're buried in tasks or just trying to keep the lights on, this episode is your ticket to smoother firm operations. T une in, laugh a little, and get ready to change th...
Oct 17, 2024•41 min•Season 2Ep. 16
Send us a text Ready to take your accounting firm to the next level? In this episode, we’re breaking down exactly how to build a brand that not only differentiates your firm but also drives growth. 🌱💼 Roman Villard, CPA, will walk you through: - Why branding matters in the accounting industry (hint: it’s not just about a logo!). - How to define your firm’s unique value proposition. - Tips to identify and attract your ideal clients. - Proven strategies for positioning your firm as the go-to exp...
Sep 17, 2024•36 min•Season 2Ep. 15
Send us a text Ever wondered what it takes to build an accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the strategies she used to attract clients, manage her workload, and grow her business—all while staying true to her values and passion. If you’re dreaming of starting ...
Aug 20, 2024•37 min•Season 2Ep. 14
Send us a text Are you constantly bogged down by the never-ending demands of your accounting firm? Struggling to find time for yourself amidst the chaos? Feeling overworked and overwhelmed is common among accounting professionals. The stress of juggling multiple tasks and tight deadlines can leave you with little to no freedom. It's time to break free from this cycle and take control of your professional life. Join Roman Villard, CPA and Geraldine Carter as they explore practical steps to achiev...
Jul 19, 2024•50 min•Season 2Ep. 13
Send us a text In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm. They touched on: Why streamlined processes are game-changers for accounting firms How to spot and fix those pesky workflow bottlenecks The coolest tools and tech that can boost your firm's efficiency Tips on keeping a close eye on your firm's health Grab your coffee, get comf...
Jun 26, 2024•35 min•Season 2Ep. 12
Send us a text In this insightful episode, Roman Villard, CPA, sits down with Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, to discuss the critical elements of building lasting teams. As firms scale, the challenges of recruiting and retaining top talent become paramount. Randy shares his proven strategies for fostering a strong workplace culture that attracts and retains skilled professionals. Join us as we delve into: Effective Recruitment Tactics: Learn the b...
Jun 11, 2024•32 min•Season 2Ep. 11
Send us a text Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In 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. Struggling to attract new clients and keep your existing ones happy? In today's competitive marketplace, accounting firms need a strategic marketing plan to stand out. W...
May 21, 2024•30 min
Send us a text Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In 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. Staying ahead in an industry where regulations are constantly evolving can be daunting. This episode isn’t just about survival and thriving through change. Dawn Brolin, ...
May 07, 2024•29 min•Season 2Ep. 9
Send us a text Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In 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. In this episode, we're excited to welcome Nikole Mackenzie, CEO & Founder of Momentum Accounting, Inc., as she shares her process for onboarding new clients and impr...
Apr 23, 2024•36 min
Send us a text Accounting 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 clie...
Apr 08, 2024•32 min•Season 2Ep. 7
Send us a text Accounting 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...
Mar 26, 2024•37 min•Season 2Ep. 6
Send us a text Ever 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/c...
Mar 11, 2024•32 min•Season 2Ep. 5
Send us a text As an entrepreneur, Kellie Parks understands the challenges of scaling a business firsthand. T Through 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. ...
Feb 27, 2024•39 min•Season 2Ep. 4
Send us a text Join 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. Sto...
Feb 13, 2024•27 min•Season 2Ep. 3
Send us a text Explore 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...
Jan 22, 2024•34 min•Season 2Ep. 2
Send us a text Ready to ditch the chaos and embrace a smooth, efficient accounting workflow in the new year? 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 Accounting, for a deep dive into optimizing your firm's processes for peak performance in 2024. Get ready to discover: Top workflow bottlenecks crushing your team's productivity (and how to smash them!) Cutting-edge automation tools stream...
Jan 08, 2024•32 min•Season 2Ep. 1
Send us a text In 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 w...
Dec 26, 2023•26 min•Season 1Ep. 25
Send us a text 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 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 entrepren...
Dec 11, 2023•31 min•Season 1Ep. 24
Send us a text In 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. Leveragin...
Nov 28, 2023•40 min•Season 1Ep. 23
Send us a text In this insightful episode, Erica Goode, CPA, Fractional CFO for Consultants & Agency Owners joins host Roman Villard to discuss her process for managing a 15-hour workweek. Listen in as Erica reveals her top tips for optimizing work processes, prioritizing tasks, and employing technology to streamline operations. Discover how she balances a demanding career with personal time, and learn how you, too, can apply these techniques to achieve a more productive and fulfilling work-...
Nov 14, 2023•29 min•Season 1Ep. 22
