Best Roman Villard Podcasts (2024)

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28 CAS Sales: Create a Streamlined Sales Pipeline 5:10

2h ago5:10

5:10

On today's episode of CAS Minute, we discuss the power of creating a streamlined sales pipeline for your CAS practice. We cover the key stages of an effective pipeline, from lead generation to post-sale follow-up, and provide strategies to optimize each stage. You'll learn how to use CRM tools to manage the pipeline, track important sales metrics, …

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27 CAS Culture: Creating Team Feedback Loops 5:07

6h ago5:07

5:07

On today's episode of CAS Minute, we discuss the importance of building a robust feedback loop between leadership and staff. We explore how effective feedback loops enhance communication, foster trust, and drive continuous improvement within CAS practices. You'll learn key strategies for establishing open dialogue, implementing regular feedback cha…

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26 CAS Foundations: Build Better Client Communication Expectations 5:18

2d ago5:18

5:18

In this episode of CAS Minute we break down how to build great client communication cadences and expectations for your CAS clients. We walk through the types of client communications as well as tools necessary to ensure a high degree of consistency.By Roman Villard

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25 CAS Sales: Objection Handling 101 4:34

15d ago4:34

4:34

In this episode of CAS Minute, we're addressing objection handling in the sales process. We quickly walk through 5 common objections that you'll face in selling CAS work and some easy ways to respond.By Roman Villard

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24 CAS Sales: Build Better Calls to Action (CTAs) 4:47

16d ago4:47

4:47

Today on CAS Minute we talk about how do you build and incorporate better calls to action for you CAS practice. Listen in to hear about the purpose of CTAs and how to think about them differently in your marketing vs sales rhythms.By Roman Villard

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Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies 37:43

17d ago37:43

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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23 CAS Ops: Agile Methodology Framework (2 of 2) 5:02

18d ago5:02

5:02

Today on CAS Minute, we talk about what the Agile Methodology is and what are the key practices and benefits of utilizing it for your CAS practice. Part 2 of 2 on the topic of utilizing an Agile framework in your CAS practice.By Roman Villard

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22 CAS Ops: Agile Methodology Framework (1 of 2) 4:56

21d ago4:56

4:56

Today on CAS Minute, we talk about what the Agile Methodology is and what are the key practices and benefits of utilizing it for your CAS practice. Part 1 of 2 on the topic of utilizing an Agile framework in your CAS practice.By Roman Villard

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21 CAS Ops: Setting Onboarding Expectations 5:04

23d ago5:04

5:04

Today on CAS Minute, we're talking about setting up onboarding rhythms for your CAS practice. How do you create communication rhythms for your clients to ensure that you're setting them, and your team, up for success in cadence.By Roman Villard

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20 CAS Culture: Foster Innovation & Creativity 4:53

25d ago4:53

4:53

In today's episode of CAS Minute, we talk about how to foster a culture of innovation and creativity in your CAS practice. How do you create open doors to help others utilize the right side of their brain? How do you effectively communicate that you want your team to be creative?By Roman Villard

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19 CAS Marketing: Build a Strong Brand Identity 5:07

1M ago5:07

5:07

Today on CAS Minute we're talking about the 4 elements that are necessary for building a strong brand identify for your CAS practice. We walk through the brand connectivity to your broader mission, target market, and messaging.By Roman Villard

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18 CAS Sales: The Challenger Sale for CAS (2 of 2) 4:55

1M ago4:55

4:55

In today's episode, we talk through 3 elements of implementing The Challenger Sale for your CAS practice. We talk through data, expertise, and crafting a narrative. You can check out the book on amazon, starting used at $1.91: https://www.amazon.com/Challenger-Sale-Control-Customer-Conversation/dp/1591844355…

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17 CAS Sales: What is The Challenger Sale? (1 of 2) 4:58

1M ago4:58

4:58

In today's episode, we talk through elements of The Challenger Sale and how to think about your sales methodology a bit differently. Your CAS practice requires a sales methodology, here's one way to accomplish this You can check out the book on amazon, starting used at $1.91: https://www.amazon.com/Challenger-Sale-Control-Customer-Conversation/dp/1…

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16 CAS Ops: Successful "Offshoring" 4:48

1M ago4:48

4:48

In today's episode of CAS Minute, we talk about how to successfully navigate building a globalized workforce for your CAS practice. Here are 3 high-level ways that I believe it can be done effectively.By Roman Villard

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15 CAS Sales: Proposal Meeting Structure 6:50

1M ago6:50

6:50

Today we talk about an option on how to structure your sales proposal meeting for your CAS firm. It's longer than 5 minutes, buyer beware.By Roman Villard

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The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter 50:22

2M ago50:22

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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14 CAS Ops: Excel vs Workflow Management Software 4:50

2M ago4:50

4:50

Today, we dive into CAS workflow management software. Why having a centralized tool for your firm will not only help your team get work done, but also drive more connectivity and collaboration for your team. Jason Staats Workflow Management Roundup: https://www.linkedin.com/posts/jstaats_a-big-announcement-we-worked-with-the-activity-71225686492608…

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13 CAS Ops: Building a Firm WIki 4:00

2M ago4:00

4:00

Today we dive into building a firm wiki for your firm. Why should you consider building a CAS firm wiki in order to improve transparency, communication, and recruitment?By Roman Villard

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12 CAS Ops: Recruitment & Retention 5:34

2M ago5:34

5:34

Today we talk about recruitment and retention in today's accounting environment. We hit on the need for work-life integration, connectivity to your firms mission, vision, and values, and the need for a quality brand.By Roman Villard

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11 CAS Ops: Educating Your Team on Advisory 4:55

2M ago4:55

4:55

Today we talk about how to develop a CAS mindset for your firm from the transactional layer upward. We walk through 3 ways that you can educate your team to become advisors. Resources: Scribe: https://scribehow.com/ Whale: https://usewhale.io/By Roman Villard

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10 CAS Sales: Building a CAS Go-To-Market Strategy [5 of 5] 4:01

2M ago4:01

4:01

Today, we are in part 5 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover what sales metrics you should be tracking for your CAS firm. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding your pricing strategy…

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09 CAS Sales: Building a CAS Go-To-Market Strategy [4 of 5] 5:00

2M ago5:00

5:00

Today, we are in part 4 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover how to think about developing a marketing distribution strategy for your CAS firm - building content. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for you…

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08 CAS Sales: Deciding your Pricing Strategy [3 of 5] 5:00

2M ago5:00

5:00

Today, we are in part 3 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover the 3 primary pricing strategies for CAS firms and how to decide on one for you firm. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Decid…

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07 CAS Sales: Creating a Value Proposition & Messaging [2 of 5] 4:58

2M ago4:58

4:58

Today, we are in part 2 of a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover how to create a value proposition matrix for your services and target audience. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding yo…

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06 CAS Sales: Identifying Your Target Audience [1 of 5] 4:23

2M ago4:23

4:23

Today, we kick off a 5-part series on how to build a Go-to-Market strategy for your CAS firm. In today's episode, we cover how to identify the right target audience and build a buyer persona for your firm. Here are the 5 topics in order: Identifying the right audience for your CAS firm Creating a value proposition for your CAS firm Deciding your pr…

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05 CAS Foundation: What is CAS? 4:52

2M ago4:52

4:52

Today we talk about what CAS is - Client Advisory Services, Client Accounting Services, etc. and how the market defines it. We also hit on the future of the industry and how we must swiftly move into technology and AI adoption to secure a bright future. CPAPractice.com CAS ArticleBy Roman Villard, CPA

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04 CAS Ops: 11 Tips From LinkedIn 4:53

2M ago4:53

4:53

In today's episode we talk through 11 ways to transform your CAS practice. From pricing to finding joy, we hit on a variety of high-level suggestions to consider diving into in order to build the practice you want.By Roman Villard, CPA

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03 CAS Culture: Stop Looking For A Culture Fit 4:46

2M ago4:46

4:46

Today we talk about CAS recruitment, culture, and 3 tactical ways to personalize the mission, vision, and values of your firm to your CAS team.By Roman Villard, CPA

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The Techstars Journey ft. Chelsea Lamego, Co-Founder at FundMiner 30:28

1M ago30:28

30:28

Key Takeaways: Initial Inspiration: Chelsea's experience at UTEP, dealing with technological gaps, motivated her to create FundMiner. Market Validation: She validated the market need through her network and professional organizations. Partnership: Finding a skilled partner was crucial to the success of FundMiner. Raising Capital: Early fundraising …

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02 CAS Marketing: Value Proposition 4:09

2M ago4:09

4:09

Today we talk about why your CAS value proposition is not 'quality service'. We dive into how to think about and construct a value proposition for CAS.By Roman Villard, CPA

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01 CAS Sales: You're Not The Hero 3:36

2M ago3:36

3:36

Today we talk about sales messaging and one way to frame your CAS offering to prospective clients. References: The Customer is the HeroBy Roman Villard, CPA

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How to Understand the Health of Your Accounting Firm with Streamlined Systems in Place 35:36

2M ago35:36

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

3M ago31:59

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 fost…

1
How to Develop a Go-to-Market Strategy with Michael Haynes 29:46

4M ago29:46

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

4M ago28:35

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 ind…

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Building a NEW Venture Ecosystem // Emma Clark, COO at Sweater Ventures 42:51

4M ago42:51

42:51

Transforming Venture Capital: The Sweater Ventures Journey with COO Emma Clark In this in-depth conversation, Emma Clark, COO of Sweater Ventures, shares her journey from a background in FinTech and her pivotal role at Recurly to join Sweater Ventures, aiming to democratize access to venture capital. Through self-reflection on her pathway and exper…

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This firm owner’s process for onboarding new clients and improving their experiences 35:53

5M ago35:53

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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Founder Navigating Pivots, Fires, and Apricots. 49:31

5M ago49:31

49:31

S02:03 - Founder Navigating Pivots, Fires, and Apricots. This is a story about Founder vision and why it's imperative to stay aligned with your ethos, vision, and values. We dive into an exploration of Copycat's evolution from a Hollywood-sourced copywriting company to a full fledged narrative agency. As a Founder, Shawn has developed a stronger Fo…

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How to personalize your clients' experiences while using accounting automation (Heather Smith) 32:03

5M ago32:03

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 Finance Automation Can Transform Your Accounting Firm With Tom & Jesse 36:42

6M ago36:42

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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How to 10X your firm’s efficiency by automating low level tasks 32:26

6M ago32:26

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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Gilded, Courtly Cage • Teaser 2:15

6M ago2:15

2:15

I am in the script-making part of the next season of The Thief, so there’s not much creative exhaust that makes for a neat update. Instead, how about a new teaser? Here is a letter found in Wirwen Osgard’s things. Transcript Credits Written and produced by Michael Schofield Voices in order of appearance: Micah Schroeder is Gisela, Michael Schofield…

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How Kellie Parks used workflow checklists to scale her firm 39:01

7M ago39:01

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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Understanding Venture Debt with Brian Parks 30:48

7M ago30:48

30:48

Understanding Venture Debt with Brian Parks of Bigfoot Capital This episode features a detailed conversation with Brian Parks, the founder of Bigfoot Capital, a company providing a different capital option for founders to pursue growth. Roman and Brian discuss the world of venture debt, with Brian explaining how his past experiences as an operator …

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Creative Strategies to Improve Your Bookkeeping Management Process - Must Try! 26:42

7M ago26:42

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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Pivoting Startups - Tale As Old As Time 21:06

7M ago21:06

21:06

In this episode, hosts Stacey and Roman discuss the progress of the second season of 'Building in the Wild' in 2024, reflecting on internal growth, frequent changes, and constant evolution in their own journey as well as those of their clients. Speaking at length about their accounting firm, the hosts share insights from their plan to reinvent thei…

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Unlikely to Survive • Trailer 1:10

7M ago1:10

1:10

"The Thief" is a Dungeons and Dragons actual play, with just one player -- Sisi Wei -- and a full cast of NPCs, supported with soundscapes. The original world is grim, and it is unlikely the thief will survive. --- Behind the scenes: http://thiefpodcast.com Support for just $2 per episode: https://patreon.com/thethief Thief Companion Podcast: https…

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The Do's and Don'ts of Selecting an Operational System For Your Firm With Stacey Feldman 34:01

8M ago34:01

34:01

Send us a text Explore the ins and outs of choosing the right operational system for your firm with host Roman Villard and industry expert Stacey Feldman on the Accounting Flow Podcast. In this episode, they break down the details of picking systems, looking at the important things to do and avoid that can impact how well your firm runs. 🚀 What to …

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Everything you need to know on optimizing your accounting firm's workflow in 2024 31:55

8M ago31:55

31:55

Send us a text Ready to ditch the chaos and embrace a smooth, efficient accounting workflow in the new year? Buckle up, because the Accounting Flow Podcast has got you covered. In this episode, host Roman Villard sits down with Matthew May, President of Acuity Accounting, for a deep dive into optimizing your firm's processes for peak performance in…

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How to Use Community Partnerships & Engagement to Scale Your Accounting Firm (Jessica McCracken) 26:10

9M ago26:10

26:10

Send us a text In this episode, Jessica McCracken, the Strategy & Partnership Leader for Accountant Segment at Intuit joins host Roman Villard to discuss her unique insights and strategies on leveraging community partnerships and engagement to expand firms’ reach and impact. This episode is filled of insights for anyone interested in understanding …

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