From Zero to Millions: Accounting Edition

About From Zero to Millions: Accounting Edition

Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for her passion for helping businesses find success. Her expertise extends from small to medium-sized businesses, and she has been featured on podcasts like AICPA’s Tax Odyssey and Thomson Reuters Pulse of the Practice. Bilal Mehanna, founder of Mehanna CPAs & Advisors, brings his unique “in-the-trenches” knowledge of small AND online businesses to the show. With a background in both accounting and entrepreneurship, Bilal understands the challenges faced by small business owners. Kelly and Bilal cover a wide range of topics essential for success in the accounting world. From managing staffing and harnessing technology to perfecting billing strategies and setting achievable goals, they leave no stone unturned. They also delve into crucial aspects of HR and tax planning, providing practical advice that applies to CPAs, accountants, and business owners alike. Tune in to gain valuable insights, stay updated on industry trends, and learn how to navigate the complex world of accounting. Kelly and Bilal's expertise and passion for helping businesses succeed shine through every episode. Don't miss out on the opportunity to supercharge your accounting career and build the firm of your dreams!

Publisher

Kelly Rohrs and Bilal Mehanna

Category

business

Language

en

Explicit

No

First episode

10 Oct 2023

Latest episode

25 Dec 2024

Latest episodes

60 episodes in the feed.

1. 

   25 Dec 2024

   Mastering Workflows for Tax Professionals with Jamie Groul

   In this episode, we dive into the power of streamlined processes and smart automation with Jamie Gruel, co-founder of Workflows for Tax Pros, an innovative platform born out of the need for reliable, efficient systems tailored to the unique demands of tax professionals. We get into why having solid workflows isn’t just a luxury but a necessity for any thriving practice—and how these systems can transform the client experience while freeing up precious time. We talk about the impact of automation on efficiency, and Jamie walks us through the key elements of creating client-focused workflows that prioritize quality service without sacrificing time. From onboarding to lead management, Jamie explains how effective workflows can enhance every step of the client journey. One highlight? Automated lead management, which ensures that no prospective client falls through the cracks. She also shares top tips for implementing these workflows, and reveals best practices that help tax pros hit the ground running and adapt seamlessly to this new level of efficiency. What you'll hear in this episode: [1:00] Meet Jamie Gruel: Co-Founder of Workflows for Tax Pros [2:55] The Birth of Workflows for Tax Pros [6:45] The Importance of Systems [7:40] Automation and Efficiency [9:25] Client-Focused Workflows [10:45] Implementing Effective Workflows [18:10] Onboarding and Lead Management [19:35] Automated Lead Management [26:40] Implementation Tips and Best Practices Check out the Automations and Workflows Facebook Group https://www.facebook.com/groups/taxprosautomationsandworkflows/ (https://www.facebook.com/groups/taxprosautomationsandworkflows/) Connect with Jamie https://linkedin.com/injamiegroul/ (https://www.linkedin.com/in/jamie-gruol) Connect with Kelly https://www.linkedin.com/in/kellyrohrs/ (https://www.linkedin.com/in/kellyrohrs/) Connect with Bilal https://www.linkedin.com/in/bmehanna/ (https://www.linkedin.com/in/bmehanna/)

2. 

   18 Dec 2024

   Forensic Accounting and Beyond with Robert Nordlander

   Robert Nordlander, CPA, shares insights on the power of writing books in marketing, building credibility, and establishing authority in forensic accounting, revealing its financial and professional impact.

3. 

   11 Dec 2024

   From Firm Life to Thriving Solopreneur with Josie Parr

   Josie Parr, a powerhouse tax strategist, shares her journey from firm life to thriving solopreneur, revealing the key to creating a profitable lifestyle firm that works for her, not the other way around.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.7 / 5

15 ratings

Spotify

4.5 / 5

8 ratings

Contact From Zero to Millions: Accounting Edition

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.