<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms">Send us a text</a>If you’ve been burned by a hire who looked amazing on paper but fell flat in execution, you’re not alone. According to Ryan Lazanis, CPA and founder of Future Firm®, almost 1 in 2 new hires fail within the first 18 months. Let that sink in. And it’s not because they don’t know how to do the work; they don’t have the right attitude.This guide is the exact 7-step recruitment process Ryan developed after years of hiring, struggling, learning, and finally building the kind of team that made his firm acquisition-worthy in just five years. This is the blueprint if you’re serious about building a high-performing, loyal, and values-aligned 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

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt;If you’ve been burned by a hire who looked amazing on paper but fell flat in execution, you’re not alone. According to Ryan Lazanis, CPA and founder of Future Firm®, almost 1 in 2 new hires fail within the first 18 months. Let that sink in. And it’s not because they don’t know how to do the work; they don’t have the right attitude.&lt;/p&gt;&lt;p&gt;This guide is the exact 7-step recruitment process Ryan developed after years of hiring, struggling, learning, and finally building the kind of team that made his firm acquisition-worthy in just five years. This is the blueprint if you’re serious about building a high-performing, loyal, and values-aligned team. &lt;/p&gt;&lt;p&gt;Tune in!&lt;/p&gt;&lt;p&gt;Follow us on: &lt;br/&gt;&lt;br/&gt;LinkedIn: https://www.linkedin.com/company/financial-cents/ &lt;br/&gt;Facebook: https://www.facebook.com/FinancialCents &lt;br/&gt;X: https://x.com/_FinancialCents &lt;br/&gt;YouTube: https://www.youtube.com/@financial-cents &lt;/p&gt;</description>

Send us a text If you’ve been burned by a hire who looked amazing on paper but fell flat in execution, you’re not alone. According to Ryan Lazanis, CPA and founder of Future Firm®, almost 1 in 2 new hires fail within the first 18 months. Let that sink in. And it’s not because they don’t know how to do the work; they don’t have the right attitude. This guide is the exact 7-step recruitment process Ryan developed after years of hiring, struggling, learning, and finally building the kind of team...

The 7-Step Recruitment Process to Attract and Hire Top Talent w/Ryan Lazanis, CPA

<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms">Send us a text</a>Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other. The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achieving this equilibrium requires a deliberate shift in mindset, structure, and execution.This episode breaks down the core strategies Brolin shared, providing an analytical, step-by-step approach to gaining control of your time, optimizing workflow, and building a profitable, sustainable firm.Tune in today. 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

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other. &lt;/p&gt;&lt;p&gt;The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achieving this equilibrium requires a deliberate shift in mindset, structure, and execution.&lt;/p&gt;&lt;p&gt;This episode breaks down the core strategies Brolin shared, providing an analytical, step-by-step approach to gaining control of your time, optimizing workflow, and building a profitable, sustainable firm.&lt;/p&gt;&lt;p&gt;Tune in today.&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;Follow us on: &lt;br/&gt;&lt;br/&gt;LinkedIn: https://www.linkedin.com/company/financial-cents/ &lt;br/&gt;Facebook: https://www.facebook.com/FinancialCents &lt;br/&gt;X: https://x.com/_FinancialCents &lt;br/&gt;YouTube: https://www.youtube.com/@financial-cents &lt;/p&gt;</description>

Send us a text Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other.  The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achieving this equilibrium requires a deliberate shift in mindset, structure, and execution. This episode breaks down the core strategies Brolin shar...

The Freedom & Profitability You Desire Are Achievable w/Dawn Brolin, CPA, CFE

<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms">Send us a text</a>Growth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall.That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve built is at risk.At <a href='https://youtu.be/nYkexCkAmVs'>WorkflowCon 2024</a>, cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms navigating this growth-security paradox. “It’s not just about compliance,” Brad said. “It’s about implementation. It’s about execution.”Let’s break Brad’s strategic roadmap to create a secure, scalable workflow without sabotaging client trust or team efficiency. 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

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Growth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall.&lt;/p&gt;&lt;p&gt;That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve built is at risk.&lt;/p&gt;&lt;p&gt;At &lt;a href='https://youtu.be/nYkexCkAmVs'&gt;WorkflowCon 2024&lt;/a&gt;, cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms navigating this growth-security paradox. “It’s not just about compliance,” Brad said. “It’s about implementation. It’s about execution.”&lt;/p&gt;&lt;p&gt;Let’s break Brad’s strategic roadmap to create a secure, scalable workflow without sabotaging client trust or team efficiency.&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;Follow us on: &lt;br/&gt;&lt;br/&gt;LinkedIn: https://www.linkedin.com/company/financial-cents/ &lt;br/&gt;Facebook: https://www.facebook.com/FinancialCents &lt;br/&gt;X: https://x.com/_FinancialCents &lt;br/&gt;YouTube: https://www.youtube.com/@financial-cents &lt;/p&gt;</description>

Send us a text Growth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall. That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve built is at risk. At WorkflowCon 2024, cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms navi...

Security Workflow for Your Growing Accounting Firm: A Step-by-Step Guide with Brad Messner

<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms">Send us a text</a>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 <a href='https://youtu.be/NY1Ygy3DHso'>WorkflowCon 2024</a>. Keila’s approach isn’t about hustle. It’s about intention.In this episode, you&apos;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

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt;You didn’t start your business to work 80 hours a week. &lt;/p&gt;&lt;p&gt;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?&lt;/p&gt;&lt;p&gt;If you’ve ever wondered how to grow your business without losing yourself, Keila Hill-Trawick of Little Fish Accounting delivered the blueprint at &lt;a href='https://youtu.be/NY1Ygy3DHso'&gt;WorkflowCon 2024&lt;/a&gt;. Keila’s approach isn’t about hustle. It’s about intention.&lt;/p&gt;&lt;p&gt;In this episode, you&amp;apos;ll&lt;b&gt; &lt;/b&gt;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. &lt;/p&gt;&lt;p&gt;Tune in!&lt;/p&gt;&lt;p&gt;Follow us on: &lt;br/&gt;&lt;br/&gt;LinkedIn: https://www.linkedin.com/company/financial-cents/ &lt;br/&gt;Facebook: https://www.facebook.com/FinancialCents &lt;br/&gt;X: https://x.com/_FinancialCents &lt;br/&gt;YouTube: https://www.youtube.com/@financial-cents &lt;/p&gt;</description>

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...

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

<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms">Send us a text</a>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 <a href='https://youtu.be/u9VoIH574Bg'>WorkflowCon 2024,</a> 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

<description>&lt;p&gt;&lt;a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/1874375/open_sms"&gt;Send us a text&lt;/a&gt;&lt;/p&gt;&lt;p&gt;Imagine trying to cook a five-star meal in a kitchen crammed with unused cookware, mismatched utensils, and multiple versions of the same pans. &lt;/p&gt;&lt;p&gt;Would you feel calm, focused, and in control, or overwhelmed and inefficient?&lt;/p&gt;&lt;p&gt;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. &lt;/p&gt;&lt;p&gt;At &lt;a href='https://youtu.be/u9VoIH574Bg'&gt;WorkflowCon 2024,&lt;/a&gt; she shares battle-tested strategy for building a streamlined, optimized tech stack designed specifically for bookkeepers and accounting professionals.&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;Tune in!&lt;/p&gt;&lt;p&gt;Follow us on: &lt;br/&gt;&lt;br/&gt;LinkedIn: https://www.linkedin.com/company/financial-cents/ &lt;br/&gt;Facebook: https://www.facebook.com/FinancialCents &lt;br/&gt;X: https://x.com/_FinancialCents &lt;br/&gt;YouTube: https://www.youtube.com/@financial-cents &lt;/p&gt;</description>

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, ...

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

The Accounting Flow Podcast is a deep dive into accounting firm workflow &amp; 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.&nbsp;

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