Send us a text In 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.fac...
Oct 29, 2023•27 min•Season 1Ep. 21
Send us a text In 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.l...
Oct 10, 2023•33 min•Season 1Ep. 20
Send us a text In 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. 🚀...
Sep 26, 2023•25 min•Season 1Ep. 19
Send us a text 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 podcast. Their conversation covers workflow challenges firm owners face, insights from the accounting industry, maintaining software relationships, and industry experts. The episode concludes with advice for firm owners on the need for a streamlined process, tools to focus on and creating a collaborative environment for team membe...
Aug 31, 2023•27 min•Season 1Ep. 18
Send us a text Meet 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...
Aug 09, 2023•27 min•Season 1Ep. 17
Send us a text Meet 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...
Aug 09, 2023•25 min•Season 1Ep. 16
Send us a text Meet 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...
Mar 11, 2023•15 min
Send us a text Meet 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...
Jan 30, 2023•42 min
Send us a text Meet 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 ...
Jan 15, 2023•49 min
Send us a text Meet 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...
Jan 04, 2023•30 min
Send us a text Meet Susan Pruskin, the owner of Susan Pruskin Consulting. She owns an accounting firm with 8 team members and over 100 clients. In this episode, we discuss your challenges when growing your team and how to overcome them! She shares some tips on making your first hire, how your role changes as your team grows, and how to keep and retain talent. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.c...
Dec 13, 2022•30 min
Send us a text Meet Amanda Birch, the owner of Birch Accounting & Tax Services. She owns an accounting firm with 7 team members and over 1,800 clients. In this episode, we talk about how you can acquire another firm! They share tips on how to find, evaluate, and successfully acquire other accounting firms to drive growth. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https:...
Nov 28, 2022•33 min
Send us a text Meet Tonya Schulte, the owner of The Profit Constructor. She owns an accounting firm with 5 team members and over 14 clients. In this episode, we talk about how to increase your firm's capacity to take on more clients without having to hire new employees! 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...
Nov 14, 2022•31 min
Send us a text Meet Casey Haynes, the owner of Compass CPA. He owns an accounting firm with 11 team members and over 40 clients. In this episode, we talk about how to build a thriving remote CPA firm! He shares their tech stack and best practices for keeping your team happy and accountable. 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...
Oct 31, 2022•42 min
Send us a text Meet Josh, a Partner at Streimer & Flusberg, PA. He runs an accounting firm with 17 team members and over 1,500 clients. In this episode, we talk about how you can find and hire top talent in this tough job market! They share some tips on where to post job openings, how to vet applicants, and set them up for success on day 1. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCe...
Dec 11, 2021•22 min
Send us a text Meet Jessica Fox, the owner of Florida Virtual Bookkeeping LLC. She owns an accounting firm with 3 team members and 25 clients. In this episode, she shares actionable steps that you can take to systemize your firm to buy back your valuable time. 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...
Dec 03, 2021•22 min
Send us a text Meet David Leichter, the owner of Leichter Accounting Services. He owns an accounting firm with 7 team members and over 350 clients. In this episode, we talk about one of the biggest challenges for accounting firms… MARKETING! David shares the marketing strategies they use to generate 80% of their new clients. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https:/...
Nov 16, 2021•24 min
Send us a text Meet Jasmine Simpson, the owner Good Stewart Financial Company. She owns an accounting firm with 4 team members and over 25 clients. In this episode, we talk about why it is important to focus on working on your firm instead of in your firm and how you can do this by with standardizing your process and delegating client work Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents Y...
Nov 11, 2021•22 min
Send us a text Meet Krista Sievers, the owner of Advanced Plus Bookkeeping. They are an accounting firm with 4 team members and over 40 clients. In this episode, we talk about the challenges she faced growing her accounting firm from a side hustle to a team of 4. 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...
Nov 01, 2021•18 min
Send us a text Meet Hope Blankenship, the owner of To The Rescue Bookkeeping. They are an accounting firm with seven team members and over 200 clients. In this episode, we talk about the experience she had growing her team and the effective strategies she used to successfully increase pricing with her clients. 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.co...
Oct 27, 2021•24 min
Send us a text Meet Angela Roberts, the owner of Main Accounting. They are a virtual firm with six team members and over 40 clients. In this episode, we talk about how she got her first client and continues to drive referrals, the challenges she faced growing her team, and pricing. 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...
Oct 20, 2021•25 min•Ep. 1
