Les meilleurs podcasts Roman Villard (2024)

1
38 CAS Culture: Building Relationships with Other Firm Owners 5:16

3h ago5:16

5:16

On today’s episode of CAS Minute, we explore how building relationships with fellow CAS firm owners can elevate your practice. We’ll discuss the benefits of sharing knowledge and holding each other accountable in a structured, supportive environment. By the end of this episode, you’ll be ready to start forming peer relationships that foster growth,…

1
37 CAS Culture: Should you Love your Team? Is Churn Bad? 5:23

5d ago5:23

5:23

On today’s episode of CAS Minute, we discuss how to build a positive culture in your CAS practice by ‘loving’ your team well. We also dig into how to position your team members most intentionally for positive outcomes in their personal life. Is churn bad or can it be a positive thing for everyone? We’ll cover strategies for fostering respect, appre…

1
36 CAS Marketing: Become a Thought Leader in Your Industry 5:39

7d ago5:39

5:39

On today’s episode of CAS Minute, we dive into how to position your CAS firm as a thought leader in your industry. We’ll explore key strategies like creating valuable content, hosting webinars, leveraging social media, and sharing client success stories to build trust and credibility. By the end of this episode, you’ll have the tools to establish y…

1
35 CAS Sales: When are Advisory Services a Bad Fit? 5:38

10d ago5:38

5:38

On today’s episode of CAS Minute, we discuss when advisory services may not be the best fit for your clients. We’ll cover the key signs—such as a lack of financial foundations, a short-term mindset, or resistance to change—that indicate advisory services won’t bring value. By the end of this episode, you’ll know how to identify these red flags earl…

1
34 CAS Sales: Always Be Closing - Close Tactics (2 of 2) 5:33

14d ago5:33

5:33

In part two of our series on sales closing tactics for CAS practices, we explore the urgency close and the alternative close. We’ll discuss how to create urgency around your services and offer clients clear choices to drive them toward a decision. By the end of this episode, you’ll be equipped with two more tactics to secure deals and grow your CAS…

1
33 CAS Sales: Always Be Closing - Close Tactics (1 of 2) 4:38

17d ago4:38

4:38

On today’s episode of CAS Minute, we begin part one of our series on closing tactics for CAS practices. We’ll cover two powerful strategies—the assumptive close and the value-based close—helping you move prospects toward a decision and emphasize the tangible benefits of your services. By the end of this episode, you’ll be ready to apply these techn…

1
32 CAS Sales: Solution Selling Framework for Advisory Services 5:32

19d ago5:32

5:32

On today’s episode of CAS Minute, we explore how the Solution Selling framework can help you close more deals in your CAS practice. We’ll cover how to uncover client pain points through deep discovery, position your services as the solution, and build value throughout the sales process. By the end, you'll learn how to guide clients toward closing b…

1
Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm! 36:29

20d ago36:29

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…

1
31 CAS Sales: SPIN Selling Method and Why You Need it 4:45

21d ago4:45

4:45

On today’s episode of CAS Minute, we dive into how the SPIN Selling framework can be applied to the CAS sales process. We’ll explore how asking Situation, Problem, Implication, and Need-Payoff questions can help uncover your client’s true needs and build a strong case for your services. By the end, you’ll have the tools to guide clients through a c…

1
30 CAS Marketing: Designing a Social Media Content Calendar (2 of 2) 4:50

24d ago4:50

4:50

In part two of our series on designing a social media content calendar for your CAS firm, we focus on content creation and optimization. We explore how to create original content, curate industry-relevant posts, and use tools to manage and automate your calendar. Finally, we’ll walk through tracking your performance and adjusting your strategy base…

1
29 CAS Marketing: Designing a Social Media Content Calendar (1 of 2) 5:09

26d ago5:09

5:09

On today’s episode of CAS Minute, we kick off part one of our discussion on designing a social media content calendar for your CAS firm. We dive into defining your social media goals, identifying your target audience, and mapping out the essential content categories that resonate with your followers. You'll learn how to build a consistent posting s…

1
28 CAS Sales: Create a Streamlined Sales Pipeline 5:10

28d 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, …

1
27 CAS Culture: Creating Team Feedback Loops 5:07

1M 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…

1
26 CAS Foundations: Build Better Client Communication Expectations 5:18

1M 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.Par Roman Villard

1
25 CAS Sales: Objection Handling 101 4:34

2M 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.Par Roman Villard

1
24 CAS Sales: Build Better Calls to Action (CTAs) 4:47

2M 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.Par Roman Villard

1
Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies 37:43

2M 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…

1
23 CAS Ops: Agile Methodology Framework (2 of 2) 5:02

2M 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.Par Roman Villard

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

2M 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.Par Roman Villard

1
21 CAS Ops: Setting Onboarding Expectations 5:04

2M 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.Par Roman Villard

1
20 CAS Culture: Foster Innovation & Creativity 4:53

2M 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?Par Roman Villard

1
19 CAS Marketing: Build a Strong Brand Identity 5:07

2M 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.Par Roman Villard

1
18 CAS Sales: The Challenger Sale for CAS (2 of 2) 4:55

2M 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…

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

2M 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…

1
16 CAS Ops: Successful "Offshoring" 4:48

2M 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.Par Roman Villard

1
15 CAS Sales: Proposal Meeting Structure 6:50

2M 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.Par Roman Villard

1
The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter 50:22

3M 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…

1
14 CAS Ops: Excel vs Workflow Management Software 4:50

3M 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…

1
13 CAS Ops: Building a Firm WIki 4:00

3M 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?Par Roman Villard

1
12 CAS Ops: Recruitment & Retention 5:34

3M 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.Par Roman Villard

1
11 CAS Ops: Educating Your Team on Advisory 4:55

3M 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/Par Roman Villard

1
10 CAS Sales: Building a CAS Go-To-Market Strategy [5 of 5] 4:01

3M 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…

1
09 CAS Sales: Building a CAS Go-To-Market Strategy [4 of 5] 5:00

3M 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…

1
08 CAS Sales: Deciding your Pricing Strategy [3 of 5] 5:00

3M 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…

1
07 CAS Sales: Creating a Value Proposition & Messaging [2 of 5] 4:58

3M 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…

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

3M 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…

1
05 CAS Foundation: What is CAS? 4:52

3M 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 ArticlePar Roman Villard, CPA

1
04 CAS Ops: 11 Tips From LinkedIn 4:53

3M 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.Par Roman Villard, CPA

1
03 CAS Culture: Stop Looking For A Culture Fit 4:46

3M 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.Par Roman Villard, CPA

1
The Techstars Journey ft. Chelsea Lamego, Co-Founder at FundMiner 30:28

3M 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 …

1
02 CAS Marketing: Value Proposition 4:09

3M 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.Par Roman Villard, CPA

1
01 CAS Sales: You're Not The Hero 3:36

3M 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 HeroPar Roman Villard, CPA

1
How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate 35:36

3M 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…

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

4M 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

5M 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

5M 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
Building a NEW Venture Ecosystem // Emma Clark, COO at Sweater Ventures 42:51

5M 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…

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

6M 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
Founder Navigating Pivots, Fires, and Apricots. 49:31

6M 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…

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

6M 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 …

Podcasts qui valent la peine d'être écoutés

Roman Villard Podcasts

Podcasts qui valent la peine d'être écoutés

Guide de référence rapide