Accounting Flow Podcast Financial Cents

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 improving their experience in her firm. 
You’ll Enjoy:
Expert Insights: Nikole explains her proven onboarding process, which welcomes clients and sets the stage for long-term relationships. Practical Advice: Learn actionable tips to enhance your client’s experience from their first interaction. Success Stories: Hear real-life examples of how innovative client management has propelled Nikole's firm to new heights.Grab your headphones and tune in!🎧

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 clients still feel special and not just like another task on your checklist? Heather Smith who offers an Accounting Apps newsletter, host of the Accounting Apps podcast, and founder of the Accounting Apps MasterMind community, is here to share some thoughtful insights.
In this episode, you'll discover:
Simple ways to make automated messages feel warm and personal.Easy tips for understanding what your clients need, even when you're not talking face to face.How to keep real, human conversation a key part of your client relationships, no matter how much technology you use.This conversation is for you if you're all about making your clients feel valued and not just part of the process. Whether you're deep into running your accounting firm or just starting to use more tech in your work, join Roman and Heather for a conversation full of insights, laughter, and practical advice.

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 with Roman Villard, CPA how automation is reshaping the accounting world.
They also touched on how FinOptimal's sleek solutions are cutting through the clutter, reducing mistakes, and empowering firm owners to zoom in on what really matters.
Tune in now!

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!

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.
Tune in!

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.Stories of how these ideas have helped real firm owners succeed.What the future of bookkeeping looks like and why being creative matters.Don't miss out on this chance to improve your bookkeeping skills. Tune in to the Accounting Flow Podcast now!