The Accounting Flow Podcast is a 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.
A Deep Dive Into the Spend Management Process
In this episode, Dan Luthi, owner of Ignite Spot, a prominent outsourced accounting service, joins host Roman Villard to discuss his 15-year journey in efficient workflows and financial transparency. Ignite Spot's advisory focus has driven their growth, with a tiered service model emphasizing spend management.
Their conversation covers workflow benefits, evolving from expenses to proactive spending strategies, maintaining software relationships, and training insights. The episode concludes with advice for newcomers, highlighting the shift to advisory roles and suggestions for those entering spend management.
Re-introduction: Welcome to the Accounting Flow Podcast
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 members.
How this firm owner converted her brick & mortar firm to the cloud
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.
How this firm owner built a paperless accounting firm
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.
How this firm owner systematized her accounting firm
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.
How to keep your team happy and connected in a remote world
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.
This podcast is for you if you're looking for advice on expanding your business.
Both the guest and the host are wonderful. It was a quick but entertaining show. Many helpful hints and sharing from wonderful people. If you don't listen to this show, it will be a great loss.
The smooth operation of the business is a result of good work from everyone. Good management and marketing result in a successful business and satisfied employees. I guess my company needs a lot of improvement. I appreciate the advice.