Best Nancy McClelland Podcasts (2025)

1
Break Free From Burnout 1:06:03

Play Pause

10d ago1:06:03

1:06:03

Burnout coach and CPA Lynnette Oss Connell joins us and shares her personal journey from running a successful accounting practice while juggling five kids, to recognizing and addressing signs of complete burnout. She explains how women experience burnout differently than men due to biological and social factors, and why 99% of accountants struggle …

1
How to Make Business Happen When Life Happens 1:02:11

24d ago1:02:11

1:02:11

What do you do when your world falls apart—but the deadlines don’t stop? In this deeply personal episode, we’re getting real about the moments that nearly broke us. Nancy shares what it was like to run a firm while surviving months without being able to sit or lie down due to seizures. Questian opens up about her son’s sudden hospitalization and th…

1
She Believed in Me - Before I Did 1:10:55

1M ago1:10:55

1:10:55

Mentorship can transform careers, yet women in accounting often struggle to find female leaders to guide them - despite equal numbers entering the profession, only 19% of partners are women. Questian and Nancy explore how seeing someone who looks like you succeed makes your own success feel possible, sharing personal stories of mentors who believed…

1
She Counts 57:39

1M ago57:39

57:39

Nancy McClelland and Questian Telka introduce their new podcast dedicated to women in accounting, sharing their unconventional paths into the profession and the friendship that sparked this project. They discuss their mission to create an authentic community where women can share challenges and triumphs without filtering, preview over 50 future top…

1
The 7-Step Recruitment Process to Attract and Hire Top Talent w/Ryan Lazanis, CPA 40:03

2M ago40:03

40:03

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. T…

1
The Freedom & Profitability You Desire Are Achievable w/Dawn Brolin, CPA, CFE 28:59

2M ago28:59

28:59

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 achievin…

1
Security Workflow for Your Growing Accounting Firm: A Step-by-Step Guide with Brad Messner 31:43

2M ago31:43

31:43

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 b…

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

3M ago26:48

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 bluep…

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

4M ago37:57

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 mak…

1
Tear Down the Wall: Workflows for Bookkeeper and Tax Preparer Collaboration w/Nancy McClelland, CPA 30:13

4M ago30:13

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?…

1
How to Optimize Your Solo Accounting Firm for a 15-Hour WorkWeek w/Erica Goode, CPA 29:48

5M ago29:48

29:48

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 work…

1
How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA 45:30

5M ago45:30

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…

1
How to Break Down Big Projects into a 3-Step Framework w/Justine Lackey 56:44

5M ago56:44

56:44

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 bu…

1
The Workflow For Scheduling a Tax Prep w/Brenda S. Cannon, CPA 31:55

6M ago31:55

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, strea…

1
The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 2) 40:46

8M ago40:46

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 tas…

1
Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm! 35:43

9M ago35:43

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 you…

1
Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies 36:57

10M ago36:57

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…

1
The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter 49:36

11M ago49:36

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 f…

1
How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate 34:45

1y ago34:45

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 bottlen…

1
Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree) 31:59

1y 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

1y 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…

1
How to create workflow strategies for regulatory changes with Dawn Brolin 28:35

1y 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…

1
This firm owner’s process for onboarding new clients and improving their experiences 35:53

1y 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 …

1
How to personalize your clients' experiences while using accounting automation (Heather Smith) 32:03

1y 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 …

1
How Finance Automation Can Transform Your Accounting Firm With Tom & Jesse 36:42

1+ y 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…

1
How to 10X your firm’s efficiency by automating low level tasks 32:26

1+ y 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 …

1
How Kellie Parks used workflow checklists to scale her firm 39:01

1+ y 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…

1
Creative Strategies to Improve Your Bookkeeping Management Process - Must Try! 26:42

1+ y 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…

1
The Do's and Don'ts of Selecting an Operational System For Your Firm With Stacey Feldman 34:01

1+ y 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 …

1
Everything you need to know on optimizing your accounting firm's workflow in 2024 31:55

1+ y 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…

1
How to Use Community Partnerships & Engagement to Scale Your Accounting Firm (Jessica McCracken) 26:10

1+ y 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 …

1
The Co-Firming Hack That Changes Everything w/Dave Kersting & Tonya Schulte (Pt 1) 30:43

1+ y ago30:43

30:43

Send us a text In this episode, host Roman Villard brings together two remarkable guests, Dave Kersting and Tonya Schulte, firm owners who have harnessed the incredible potential of collaboration to achieve shared success. Dave and Tonya share their personal experiences, the hurdles they've overcome, and the remarkable achievements they've unlocked…

1
The process this firm owner uses to manage his 100% remote firm 39:41

1+ y ago39:41

39:41

Send us a text In this enlightening episode of Accounting Flow Podcast, host Roman Villard welcomes Chad Davis, a visionary firm owner who has successfully mastered the art of remote management. In this episode, titled "The Process This Firm Owner Uses to Manage His 100% Remote Firm," Davis reveals the secrets behind his effective remote leadership…

1
How this firm owner gets work done in a 15-hour workweek 28:47

1+ y ago28:47

28:47

Send us a text In this insightful episode, Erica Goode, CPA, Fractional CFO for Consultants & Agency Owners joins host Roman Villard to discuss her process for managing a 15-hour workweek. Listen in as Erica reveals her top tips for optimizing work processes, prioritizing tasks, and employing technology to streamline operations. Discover how she ba…

1
How this firm owner built automation to achieve an increased client retention rate in his firm 27:17

1+ y ago27:17

27:17

Send us a text In this eye-opening episode, Korey Cournoyer, the Director of Corporate Development & Strategy at Growth Lab Financials, joins host Roman Villard to discuss the process for building efficient automation for your firm. Their conversation covers how to leverage automation tools to serve clients better while improving retention, challen…

1
How this firm owner effectively manages communication across her firm 33:12

1+ y ago33:12

33:12

Send us a text In this episode, Marie Greene, Founder of Connected Accounting LLC, joins host Roman Villard to discuss communication management strategy and its process. Their conversation covers how to leverage technology to serve clients better, creating SOPs for the team, and workflow standardization. The episode concludes with advice for firm o…

1
How this firm owner uses efficient workflow for their spend management process 25:26

2y ago25:26

25:26

Send us a text In this episode, we dive into the world of efficient spend management workflows with a special guest, Dan Luthi, the visionary owner of Ignite Spot, a leading outsourced accounting service. Join us as we explore the strategies and insights that have propelled Dan's firm to success. 💡 What You'll Learn: 📈 Discover the power of streaml…

1
Re-introduction: Welcome to the Accounting Flow Podcast 26:38

2y ago26:38

26:38

Send us a text 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 …

1
How this firm owner converted her brick & mortar firm to the cloud 26:34

2y ago26:34

26:34

Send us a text 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. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook…

1
How this firm owner built a paperless accounting firm 25:18

2y ago25:18

25:18

Send us a text 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. Follow us on: LinkedIn: https://www.linkedin.com/company/fina…

1
How this firm owner systematized her accounting firm 15:12

2+ y ago15:12

15:12

Send us a text 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. Follow us on: LinkedIn: https://www.linkedin.com/company/financial…

1
How to keep your team happy and connected in a remote world 42:00

2+ y ago42:00

42:00

Send us a text 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. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https://www.facebook.…

1
How this firm went from a 60 to 32 hour work week... and still got their work done 49:26

2+ y ago49:26

49:26

Send us a text Meet Mike, the owner of McLenehan and Associates. He owns an accounting firm with 16 team members and over 1,000 clients. In this episode, we discuss how he moved his team from a 60 to 32-hour work week… without sacrificing firm output! We also talk about the benefits his firm saw, such as attracting and retaining top talent. Follow …

1
How this firm documented their processes with checklists 29:56

2+ y ago29:56

29:56

Send us a text Meet Peter, the owner of Pathway. He owns an accounting firm with 2 team members and over 300 clients. In this episode, we talk about documenting your processes with checklists! You will learn why your need to document your processes, when to do it and how to do it. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-c…

1
How this firm owner grew from being a solo to a team of 8 30:23

2+ y ago30:23

30:23

Send us a text Meet Susan Pruskin, the owner of Susan Pruskin Consulting. She owns an accounting firm with 8 team members and over 100 clients. In this episode, we discuss your challenges when growing your team and how to overcome them! She shares some tips on making your first hire, how your role changes as your team grows, and how to keep and ret…

1
How this firm successfully acquired another firm 32:58

2+ y ago32:58

32:58

Send us a text Meet Amanda Birch, the owner of Birch Accounting & Tax Services. She owns an accounting firm with 7 team members and over 1,800 clients. In this episode, we talk about how you can acquire another firm! They share tips on how to find, evaluate, and successfully acquire other accounting firms to drive growth. Follow us on: LinkedIn: ht…

1
How this firm increased capacity by partnering with other firms 31:10

2+ y ago31:10

31:10

Send us a text Meet Tonya Schulte, the owner of The Profit Constructor. She owns an accounting firm with 5 team members and over 14 clients. In this episode, we talk about how to increase your firm's capacity to take on more clients without having to hire new employees! Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Faceb…

1
How this firm owner built a thriving remote firm 41:48

2+ y ago41:48

41:48

Send us a text Meet Casey Haynes, the owner of Compass CPA. He owns an accounting firm with 11 team members and over 40 clients. In this episode, we talk about how to build a thriving remote CPA firm! He shares their tech stack and best practices for keeping your team happy and accountable. Follow us on: LinkedIn: https://www.linkedin.com/company/f…

1
How this firm finds and hires top talent in this tough job market 21:58

3+ y ago21:58

21:58

Send us a text Meet Josh, a Partner at Streimer & Flusberg, PA. He runs an accounting firm with 17 team members and over 1,500 clients. In this episode, we talk about how you can find and hire top talent in this tough job market! They share some tips on where to post job openings, how to vet applicants, and set them up for success on day 1. Follow …

1
Learn how to systemize your accounting firm with Jessica Fox 21:32

3+ y ago21:32

21:32

Send us a text Meet Jessica Fox, the owner of Florida Virtual Bookkeeping LLC. She owns an accounting firm with 3 team members and 25 clients. In this episode, she shares actionable steps that you can take to systemize your firm to buy back your valuable time. Follow us on: LinkedIn: https://www.linkedin.com/company/financial-cents/ Facebook: https…