Standardize to Optimize: The Benefits of a Streamlined Tech Stack w/ Kellie Parks, CPB

Accounting Flow Podcast

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לפני 25 ימים 37:57

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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 stack designed specifically for bookkeepers and accounting professionals.

Tune in!

Follow us on:
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48 פרקים

#Entrepreneur #Business #Financial Cents #Text Messages

Standardize to Optimize: The Benefits of a Streamlined Tech Stack w/ Kellie Parks, CPB

Accounting Flow Podcast

published לפני 25 ימים

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MP3•בית הפרקים

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 stack designed specifically for bookkeepers and accounting professionals.

Tune in!

48 פרקים

#Entrepreneur #Business #Financial Cents #Text Messages

כל הפרקים

Accounting Flow Podcast

1
How to Focus on Meaningful Growth While Living a Balanced, Fulfilling Life w/ Keila Hill-Trawick 26:48

לפני 3 ימים26:48

26:48

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 will help you grow on purpose, design a business that reflects your values, and live a life that actually feels like freedom. Tune in! 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…

Accounting Flow Podcast

1
Standardize to Optimize: The Benefits of a Streamlined Tech Stack w/ Kellie Parks, CPB 37:57

לפני 25 ימים37:57

37:57

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 stack designed specifically for bookkeepers and accounting professionals. Tune in! 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…

Accounting Flow Podcast

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Tear Down the Wall: Workflows for Bookkeeper and Tax Preparer Collaboration w/Nancy McClelland, CPA 30:13

לפני 6 weeks30:13

30:13

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 Accountant, broke down why this disconnect exists and how to fix it. Tune in! 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…

Accounting Flow Podcast

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How to Optimize Your Solo Accounting Firm for a 15-Hour WorkWeek w/Erica Goode, CPA 29:48

לפני 8 weeks29:48

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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 freelancer, entrepreneur, or solo business owner juggling client work, admin tasks, and personal responsibilities, her framework applies to you. Tune in now! 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…

Accounting Flow Podcast

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How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA 45:30

לפני 10 weeks45:30

45:30

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 examples, and honest reflections on what’s worked for them (and what hasn’t). Grab your headphones and tune in! 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…

Accounting Flow Podcast

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How to Break Down Big Projects into a 3-Step Framework w/Justine Lackey 56:44

לפני 12 weeks56:44

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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.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.com/FinancialCents X: https://x.com/_FinancialCents YouTube: https://www.youtube.com/@financial-cents…

Accounting Flow Podcast

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The Workflow For Scheduling a Tax Prep w/Brenda S. Cannon, CPA 31:55

לפני 15 weeks31:55

31:55

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 process for tax prep ✅ Tools for staying organized ✅ Tips for handling no-shows, reschedules, and client follow-ups Tune in and make your tax prep scheduling flow this season! 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…

Accounting Flow Podcast

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The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 2) 40:46

לפני 24 weeks40:46

40:46

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 the way you work! 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…

Accounting Flow Podcast

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Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm! 35:43

לפני 28 weeks35:43

35:43

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 expert in your niche. Whether you’re just starting out or looking to refresh your firm’s image, this episode is packed with practical advice you can start using today. Tune in to learn how to stand out in a crowded market and grow your firm like never before! 🎧✨ ------------------------------------------------------------------------------------------------------------------ WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. October 22 & 23, 2024. 100% Free and Virtual. Sign up here: https://workflowcon.com/ 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…

Accounting Flow Podcast

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Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies 36:57

לפני 32 weeks36:57

36:57

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 your own accounting firm or simply curious about the life of a solo entrepreneur, this episode is a must-listen. Kelly’s story is packed with inspiration, actionable tips, and a whole lot of heart. Tune in! ------------------------------------------------------------------------------------------------------------------ WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. October 22 & 23, 2024. 100% Free and Virtual. Sign up here: https://workflowcon.com/ 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…

Accounting Flow Podcast

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The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter 49:36

לפני 37 weeks49:36

49:36

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 achieve more freedom in your accounting firm. This episode covers: Streamlining accounting processes for maximum efficiency Effective delegation techniques to lighten your load Implementing systems that save time and boost productivity Success stories of firms that have transformed their operations Don't let your accounting firm run your life. Learn how to regain your freedom and enjoy a more balanced professional journey. Tune in! ------------------------------------------------------------------------------------------------------------------ WorkflowCon is back and bigger! 20 speakers, including Dawn Brolin, Blake Oliver, Brandon Hall, Logan Graf, Kellie Parks, Kelly Rohrs, and Keila-Hill Trawick. October 22 & 23, 2024. 100% Free and Virtual. Sign up here: https://workflowcon.com/ 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…

Accounting Flow Podcast

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How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate 34:45

לפני 40 weeks34:45

34:45

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 comfy, and tune in! 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…

Accounting Flow Podcast

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Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree) 31:59

לפני 43 weeks31:59

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 fostering a strong workplace culture that attracts and retains skilled professionals. Join us as we delve into: Effective Recruitment Tactics: Learn the best practices for sourcing and attracting top talent in the competitive accounting field. Retention Strategies: Discover the key factors that keep employees engaged and loyal, reducing turnover rates. Cultivating Culture: Understand the importance of creating a workplace environment that promotes growth, satisfaction, and long-term commitment. Whether you're a firm owner, manager, or HR professional, this episode is packed with actionable advice to help you build a resilient and thriving team. Tune in. 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…

Accounting Flow Podcast

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How to Develop a Go-to-Market Strategy with Michael Haynes 29:46

לפני 46 weeks29:46

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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. Without a clear direction, it can be difficult to reach your target audience and generate leads. Join host Roman Villard and Michael Haynes, as they crack the code on building a powerful go-to-market strategy designed specifically for accounting firms. In this episode, you'll discover: The secret to identifying your ideal client and crafting messaging that speaks directly to their needs. Cutting-edge marketing channels that are perfect for reaching high-value clients in today's digital world. Actionable steps to create a data-driven marketing plan that gets results (and keeps you on track). Tune in! 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…

Accounting Flow Podcast

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How to create workflow strategies for regulatory changes with Dawn Brolin 28:35

לפני 48 weeks28:35

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 industry where regulations are constantly evolving can be daunting. This episode isn’t just about survival and thriving through change. Dawn Brolin, CEO of Powerful Accounting, shares her story of tackling significant regulatory updates head-on, revealing how she turned potential disruptions into opportunities for growth and innovation. Throughout the episode, you will: Explore the effective workflow systems that can adjust to new regulations without missing a beat. Gain insider insights into building resilience and flexibility in your accounting practices, ensuring that your operations are compliant and competitively rooted. Learn about cutting-edge tools and techniques that Dawn has personally vetted and implemented, which help simplify complex compliance requirements while improving overall efficiency. This discussion goes beyond the theoretical—it’s grounded in the real-life experiences and successes of someone who has mastered the art of change. Tune in! 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…

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Accounting Flow Podcast « » Standardize to Optimize: The Benefits of a Streamlined Tech Stack w/ Kellie Parks, CPB

Standardize to Optimize: The Benefits of a Streamlined Tech Stack w/ Kellie Parks, CPB

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Standardize to Optimize: The Benefits of a Streamlined Tech Stack w/ Kellie Parks, CPB