Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for ...
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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.
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The Critical Role of Professional Guidance in Estate Planning with Arthur J. Conte, Esq.
33:59
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33:59
In this episode, we sit down with Arthur Conte, an accomplished attorney and managing partner at Hill Conte Law. Arthur takes us through his incredible journey from an aspiring lawyer to the owner of a thriving law firm. We dive into the significance of human connection in business, as Arthur shares how building genuine relationships has been a cor…
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Mastering State and Local Tax Compliance with Nicole McClintock
31:00
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31:00
In this episode we are thrilled to welcome Nicole McClintock, the dynamic CEO of Taximize. Nicole shares her journey in the tax industry, revealing the hurdles and triumphs she encountered while establishing her innovative firm. We dive deep into the world of tax consulting, exploring how Nicole has built relationships with her clients and navigate…
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Do You Need a Coach on Your Entrepreneurial Journey?
19:34
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19:34
Get ready to dive into the fascinating parallels between coaching in business and sports. We emphasize the crucial role a business coach plays in guiding companies toward achieving their goals. We also tackle the ever-present challenge of staffing. Our discussion extends to the distinct nuances of different industries, illustrating how understandin…
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From Side Hustles to CPA Empire with Greg O'Brien
31:17
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31:17
We're thrilled to welcome Greg O'Brien, the CEO of Anomaly CPA. Greg takes us on a journey through his impressive career, starting with his early days in public accounting. He shares how these experiences laid the foundation for his transition into private real estate and set the stage for his entrepreneurial journey. We dive into the story behind …
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Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm!
36:29
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36:29
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 you…
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Empowering Futures: How to Launch Your Own Firm with Ronald Withaegar
28:14
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28:14
Today, we dive into the incredible journey of Ronald Withaeger. Join us as we chat about his fascinating experience as he went from working for a firm to managing and growing a full-fledged tax practice. We'll explore the challenges and strategies he employed in client retention and how purchasing a small practice became a game changer for him. Ron…
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The WealthAbility Revolution with Tom Wheelwright
24:19
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24:19
Tom Wheelwright joins us today! Tom is a visionary in the world of tax strategy and wealth creation. His journey from early career to founding his own firm will show you what's possible and inspire you to take action. He shares information about the evolution of tax strategy and the inception of WealthAbility, his groundbreaking network that helps …
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Highlights from Taxposium and Bridging the Gap Conferences
19:31
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19:31
Dive into a comprehensive recap of our recent experiences at the Bridging the Gap and the Taxposium conferences. We share our networking adventures, from insightful conversations with industry leaders to the innovative software recommendations that are reshaping our practice. As the accounting landscape continues to evolve, we discuss the rising tr…
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Transforming Client Experiences the TaxDome Way with Ilya Radzinksky
29:45
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29:45
Today we're joined by Ilya Radzinksky, the innovative mind behind TaxDome. Ilya shares his journey and the inspiration behind TaxDome, revealing how this groundbreaking tool is revolutionizing the client experience in the accounting world. We discuss how we have integrated TaxDome into our own practices and how it's transformed the way we interact …
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Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies
37:43
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37:43
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…
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Creating a Smarter CPA Practice with Chase Birky
32:48
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32:48
In this episode we sit down with the remarkable Chase Birky to dive into his inspiring career journey. Chase shares his story from the early days of his career to the pivotal moment when he decided to establish Dark Horse CPAs, a firm that stands out with its unique and innovative business model. We explore how Dark Horse CPAs differentiates itself…
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How to Navigate International Tax with Mariya Luqmani
24:51
24:51
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24:51
In this exciting episode, we dive deep into the world of international tax with our distinguished guest, Mariya Luqmani. She is an international tax expert whose incredible journey from India to the US has equipped her with unique insights and expertise. Mariya provides invaluable advice on staying compliant with international tax regulations, whic…
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From Conferences to Connections
19:22
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19:22
In this episode we dive deep into our experiences at the AICPA and Tax & Legal conferences. These events are the gold standard for professionals in our field, and we can't wait to share the invaluable insights and networking opportunities we discovered. From the high-caliber sessions to the impressive lineup of industry experts, these conferences o…
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Buying, Merging, Selling, Growing Your Practice, Or All of the Above? with Marcus Dillon
34:24
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34:24
Today we're joined by Marcus Dillon, a pioneering figure whose journey from modest beginnings to industry leader is both remarkable and instructive. Marcus shares his early steps in the accounting world and reflects on key milestones that shaped his career, including major acquisitions and strategic pivots that propelled his firm forward. Marcus pr…
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The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter
50:22
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50:22
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 f…
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The Tax Titans Revolution with Alan Blakeborough
23:44
23:44
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23:44
In this episode, we're thrilled to introduce Alan Blakeborough, the innovative mind behind Tax Titans. Alan takes us through his fascinating journey before founding Tax Titans. He shares the pivotal moments and experiences that led him to revolutionize the tax industry. Learn about the birth of Tax Titans and how this groundbreaking company came to…
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Tax Resolution Solutions with Farah Saleh
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31:24
Join us on this episode as we sit down with Farah Saleh, a leading expert in tax resolution. She offers her insights into the emotional impact of tax resolution, the hurdles clients face with IRS enforcement, and the challenges of middle-class audits. She reveals invaluable strategies for navigating these barriers and emphasizes the importance of d…
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The Tax Cuts and Jobs Act is Coming to an End, Are You Ready?
20:43
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20:43
The expiration of the Tax Cuts and Jobs Act has far-reaching implications. As we explore estate planning, we discuss how the expiration impacts tax liabilities. It's crucial to communicate these changes with your clients to ensure they're prepared and informed! We also cover the significant shifts in the business landscape, particularly the possibl…
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How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate
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35:36
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 bottlen…
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Innovative Accounting Strategies with Alex Little
30:52
30:52
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30:52
Today we have Alex Little, the founder of Little CFO Services, joining us. Alex takes us through his fascinating journey into the world of accounting, sharing how his passion and dedication led him to start his own firm. He opens up about the various challenges he faced along the way and how he overcame them to build a successful business. Alex spe…
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The Fun CPA, with Yuri Kapilovich
32:03
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32:03
Yuri Kapilovich is here today! Yuri's impressive presence on LinkedIn has made him a notable figure in the industry. During our conversation, Yuri delves into the challenges many of us face and offers invaluable advice for navigating these hurdles. We explore the stark differences between working at big firms versus small firms. We provide insights…
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Career Advice from a Partner at Aprio: Jason Drucker's Story
32:37
32:37
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32:37
Jason Drucker, CPA and Partner at Aprio, is with us today. We dive into Jason's fascinating career journey, from his early days in accounting to his current role as a Partner at Aprio. He shares insights on the importance of networking and building strong relationships in the industry, offering valuable tips for aspiring accountants. We also explor…
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Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree)
31:59
31:59
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31:59
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 fost…
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Harnessing Your Niche Superpower for Accounting Success
20:39
20:39
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20:39
Join us as we explore the essential steps for taking your firm from a fledgling startup to a thriving business. We kick things off by discussing the importance of focusing on your niche and superpower to help you stand out in a crowded market. We'll guide you through the delicate balance of meeting client needs while driving firm growth, ensuring y…
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The Entrepreneurial Accountant with The Okay Rapper, Scott Scarano
37:41
37:41
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37:41
We are thrilled to feature Scott Scarano, a trailblazing accountant who has taken the industry by storm with his unique blend of creativity and professionalism. Scott, also known as Scotty, shares his journey from a traditional accountant to a rapping CEO, providing insights into how he embraced technology and innovation to drive growth. His story …
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The EOS Journey with Sharon Means
25:49
25:49
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25:49
We're joined by Sharon Means as we explore the transformative power of Entrepreneurial Operating Systems (EOS) and the pivotal role of a Fractional Integrator. Sharon's journey from traditional accounting to Fractional Integration provides invaluable insights into the evolving landscape of modern business management. We delve into the impact of rem…
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How to Develop a Go-to-Market Strategy with Michael Haynes
29:46
29:46
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29:46
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 n…
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The Entrepreneurial Accountant with Henry Huie
28:26
28:26
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28:26
We have the pleasure of welcoming a special guest, Henry Huie, to share his remarkable journey with us. Henry takes us through his transition from the world of audit to tax, and the pivotal moment when he decided to venture into entrepreneurship by starting his own firm. Join us as we delve into the intricacies of Henry's decision-making process an…
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Accounting Tips for Efficiency in the Digital Age
25:50
25:50
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25:50
Efficiency is everything and in this episode, we delve into the world of accounting productivity and automation, revealing tips, tricks, and software insights to streamline your practices. From leveraging video reviews to optimizing client communication, we uncover strategies to enhance collaboration and drive better outcomes. Join us as we explore…
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How to create workflow strategies for regulatory changes with Dawn Brolin
28:35
28:35
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28:35
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 ind…
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Innovative Accounting: Diversifying Your Dollars with Dan Costello
21:06
21:06
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21:06
Join us as we sit down with the insightful Dan Costello to delve into his unique approach to accounting services. Dan shares his journey of expanding services beyond traditional accounting, emphasizing the importance of providing comprehensive financial solutions that clients need. We explore the philosophy behind offering a wide range of services …
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Get ready to go all in as we're joined by Roman Villard, who takes us on an inspiring journey from public accounting to entrepreneurship. Roman is the founder of Full Send Finance and he shares the strategies he employed to build the firm from scratch, as well as the pivotal moments and the challenges he faced along the way. We will study the evolu…
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This firm owner’s process for onboarding new clients and improving their experiences
35:53
35:53
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35:53
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 …
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Scaling and Reinventing in the Accounting World with the founders of Duckett Ladd
38:42
38:42
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38:42
In this episode, we are joined by Jared Duckett and Will Ladd of Duckett Ladd, a dental-specific accounting firm that has made a mark serving dentists nationwide. They share their incredible journey from traditional accounting practice to reinventing themselves as niche-specific firm. We dive into the challenges they faced, the lessons they learned…
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Will Private Equity Change the Accounting Industry?
22:20
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22:20
Today we're examining the intriguing intersection between private equity and public accounting. We explore the impact that private equity may have on the landscape of accounting firms, particularly in the context of our increasingly virtual world. As accounting firms continue to evolve, the allure of private equity investment grows stronger. We dis…
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How to personalize your clients' experiences while using accounting automation (Heather Smith)
32:03
32:03
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32:03
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 …
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How People Advisory is Changing the Game with Will Lopez
33:32
33:32
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33:32
In today's episode, we delve into the evolution of account careers with industry luminary Will Lopez, former founder of a Cloud-based accounting firm. Will's journey, inspired by his entrepreneurial family, began during the Great Recession when he pioneered remote accounting using cloud apps. He has since transitioned to Gusto as Head of Accounting…
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Scaling a National Brand in Accounting with Michael Ly
40:44
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40:44
Get inside the mind of a successful CEO with Michael Ly, as we explore the remarkable journey of growing a public accounting firm. Michael's story of building an accounting business from scratch began with a passion for the field nurtured through familial connections and hands-on experience in small businesses. Starting as a solo accountant, he met…
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How Finance Automation Can Transform Your Accounting Firm With Tom & Jesse
36:42
36:42
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36:42
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 o…
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IT Essentials for Accounting Firms with Danny Tobon
27:20
27:20
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27:20
Tune in to explore the world of server-based technology, cloud-based technology, and the shift in the accounting industry with expert Danny Tobon. We'll discuss the benefits and challenges of transitioning your IT infrastructure, ensuring you're well-informed on this crucial path to modernizing. Cybersecurity is a huge concern for accounting firms,…
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We'll unravel the complexities of PTE tax strategy and state deadlines, equipping you with the knowledge to make informed decisions for your business. From deductions to credits, we'll break down essential elements that can help you optimize your tax planning effectively. Discover how offering PTE to your clients is an easy sell that benefits your …
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How to 10X your firm’s efficiency by automating low level tasks
32:26
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32:26
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 …
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Turning Niche Expertise into Millions with Jessica Gonifas
33:04
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33:04
We're thrilled to have Jessica Gonifas share her journey from general accounting to specializing in law firms. We'll delve into the power of niche selection, pricing strategies, and the essential mindset for success in the world of accounting. Jessica will reveal how she honed her expertise within law firms, sharing valuable insights on pricing str…
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Balancing the Books and the Gender Gap with Jennifer Howard
30:35
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30:35
It's girls only today! I engage in a thought-provoking conversation with Jennifer Howard, a seasoned CPA, and we shed light on the persistent gender inequality within the accounting industry. Jennifer highlights the stark underrepresentation of women in leadership roles, attributing this disparity to factors such as unattainable work expectations, …
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How Kellie Parks used workflow checklists to scale her firm
39:01
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39:01
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, Kell…
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Shaping Your Accounting Career Into Your Dream Job with Mike Manalac, CPA
30:41
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30:41
Today we're joined by Mike Manalac. Together we'll explore the journey of landing your dream job in the accounting industry, dispelling the negative stereotypes that sometimes plague this field. We'll emphasize the importance of career promotion and offer strategies to overcome misconceptions, helping you reach new heights in your career. We'll als…
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Navigating the Corporate Transparency Act
24:20
24:20
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24:20
In this episode, we explore the latest compliance requirements for businesses under the Corporate Transparency Act and dissect the new FinCEN Form 114, delving into filing requirements, exemption thresholds, and deadlines. We also dive into the value of compliance to avoid hefty penalties. We know the challenges of talent retention in the accountin…
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Creative Strategies to Improve Your Bookkeeping Management Process - Must Try!
26:42
26:42
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26:42
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 run…
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Tax Expertise and Entrepreneurship with Randy Crabtree
29:53
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29:53
Our special guest today is Randy Crabtree, an expert in accounting career growth and industry insights. Randy's journey from computer science to becoming a specialist in tax accounting is nothing short of inspiring. It's a testament to the diverse opportunities within the accounting field, and we're eager to explore how he navigated this unique pat…
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From Auditor to Fractional CFO with Tony Wilson, CPA, CMA
32:50
32:50
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32:50
Thinking of making the switch from public accounting to launching your own fractional CFO service? Tony Wilson has done just that and is here to share his experience with us! Tony's journey is a testament to the power of entrepreneurship and the need for financial guidance in the business world. He began his career as an auditor at Grant Thornton b…
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