Business Strategy for CPA's
306 episodes - English - Latest episode: 6 days ago - ★★★★★ - 22 ratingsBusiness Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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Episodes
195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace
June 22, 2022 08:00 - 47 minutes - 64.6 MBWhat I have for you today is the audio from a webinar I hosted on Crowdcast on how positioning can help you in your business. Focusing on your niche or position can be really challenging. What I want is to help you keep on moving and to continue making progress in terms of narrowing who you focus on working with and who you work best with, because it makes your business so much easier. Highlights: — Why choose a position in the marketplace? It deepens your expertise, whi...
194 Low-Priced Thoughts
June 15, 2022 08:00 - 15 minutes - 20.8 MBIn episode 193, I introduced a tool called The Model, which you can use to understand how your thoughts, feelings, and actions create your results. Pricing, and especially raising prices, tends to elicit fear-based thoughts. In this episode, I give you specific examples around the thoughts CPAs have about pricing, so you can see how your own thoughts about pricing might be inadvertently affecting your prices. HIGHLIGHTS: Here are three sample thoughts about pricing, that c...
193 Create the Exact Business You Want: Introducing The Model
June 08, 2022 08:00 - 13 minutes - 19 MBToday I want to introduce you to something called The Model. It’s a model for understanding and making sense of your thoughts, feelings, actions, and results. And it is created by Brooke Castillo, the founder of The Life Coach School. I am a certified coach by The Life Coach School, and as such I am licensed to teach her methodology. So I want to tell you about what this tool is, give you a sense of what it looks like and how it works and show you how we can use it to crea...
192 Free Time and 7 Figures Net Revenue with John Lee Dumas
June 01, 2022 08:00 - 13 minutes - 18.6 MBWhen you run a business, getting a handle on your time can be a challenge. Keeping your time and your tasks organized, is one way to get more big things done. Here today to talk with me about this is my guest, John Lee Dumas. John (or JLD, as he is affectionately known) is the founder and host of the award-winning podcast, Entrepreneurs on Fire. With more than 100 million listens of his 3000+ episodes, JLD has turned Entrepreneurs On Fire into a media empire that generat...
191 Pricing Mindset: A CPA’s Most Effective Multi-Tool for Profit, with Janene Liston
May 25, 2022 08:00 - 31 minutes - 43.3 MBMost CPAs struggle with pricing. After all, it’s not a topic that’s commonly taught. Even less frequently discussed is pricing mindset - in short, how to think about pricing. If you don’t think about how you think about pricing, you will run on default thinking. And if you run on default thinking about pricing, you're probably going to leave money on the table. Here today to talk with me about this problem is my guest, The Pricing Lady, Janene Liston. Janene is a Certified Pri...
190 Pricing Sweet Spot: Cost < Price < Value
May 18, 2022 08:00 - 6 minutes - 8.44 MBWhat is cost, what is price, what is value? First let us clarify how these terms can be used and what they mean. The seller determines the cost, and it is based on the inputs required to produce the service or product. The seller determines the price, and it is simply a choice. The buyer determines the value, which is unique to each person and highly subjective. You can think of designing the “equation” like this: Cost < Price < Value So that: When the cos...
189 How CPAs Can More Effectively Lead Their Teams
May 11, 2022 08:00 - 34 minutes - 47.7 MBWhen you set out to pursue your CPA, being an amazing manager of people was probably not in your crosshairs. Yet, as your firm grows, the need to become an effective manager of people becomes readily apparent. If you’re not an effective manager of people, one can get bogged down in staff-related headaches, pulling the focus away from working on the business. Here today to talk with me about better managing your team, is my guest, Kris Plachy. Kris is THE Thought Leader a...
188 Stop Overcomplicating, Start Simplifying
May 04, 2022 08:00 - 3 minutes - 4.48 MBSometimes we overcomplicate our offerings and our services for buyers because: 1. we think it's actually complicated or 2. we want it to sound fancy, or 3. we want the buyer to believe that they need our help and they can't do it on their own. We think if, “I make it simple for them, they won't buy.” Or, “If I make it simple, they’ll just do it themselves.” As if tax returns were just easy-peasy for everyone. But the opposite can be true. If we simplify how we talk about wha...
187 What to Do When You’re Stuck-in-Indecision
April 27, 2022 08:00 - 9 minutes - 13.3 MBOne place that is all too easy to get stuck as a business owner, is in the land of indecision. As a business owner, I know you know just how many decisions there are to make. Sometimes it can feel like every decision has to be the right one, and often you lack all the information you need to make a clear and confident decision. When you find yourself spinning in Stuck-in-Indecision, there is no more data to be gathered. The only thing to do, the only thing you can do, is...
Special Message for BSforCPAs Listeners
April 21, 2022 08:00 - 2 minutes - 7.32 MBAre you a CPA who needs a clear plan to work less without giving up revenue? Check out CPA Rebootcamp » a 6-week intensive group coaching program designed to help you fix your pricing issues, get out of niche-indecision, and attract high-value ideal clients. You’ll make a year’s worth of progress in your business in just six weeks. Registration is NOW OPEN, and the deadline to apply is midnight on Saturday April 23rd. Only 5 spots remain; apply now!
186 A Simple Formula for Writing Copy, to Sell Your Accounting Services More Effectively
April 20, 2022 08:00 - 8 minutes - 12.3 MBKnowing what to say on your website so that prospects quickly understand that you are (or are not) the right accountant for them can be difficult. Here is a simple structure for writing the content, that goes alongside selling your accounting and tax services. Your buyer needs to know three things: One. That you understand their challenges Two. That you know what they want, instead of what they have Three. That you have a process to get them from where they are now, ...
185 How to Stop Procrastinating, Self-distracting, and Avoiding Work
April 13, 2022 08:00 - 10 minutes - 14.5 MBI want to round out this 3-part series on TIME with one more episode on unproductive actions we sometimes take that cost us time. When you can recognize familiar patterns it becomes easier to create a new pattern that’s more productive. I talk about procrastinating, doing “small tasks” and self-distracting — some of the actions that we do - or don’t do - that are counterproductive and keep us working against ourselves. When you begin to understand how your thoughts drive your...
184 How to Stop Feeling Overwhelmed and Pressured by Time
April 06, 2022 08:00 - 13 minutes - 18.3 MBI want to talk with you today about TIME, because it’s tax season, and if ever there was a time of the year that felt crunched, now is likely it. When you become aware of how you feel about time, it can help you reduce overwhelm, pressure, and stress. It can also help you become more productive, by reducing the time that gets wasted when in a negative state of mind. While the feelings a person might experience are real – the sense of overwhelm, pressure, stress, anxiety – the ...
183 From Billing Hourly to Up-Front Pricing of Legal Work
March 30, 2022 08:00 - 37 minutes - 51.9 MBShifting off hourly billing can seem like a daunting task, but if done well, it doesn’t need to be that hard. It does require going against the grain. Right next door, much of the legal profession still uses hourly billing, but not today’s guest. Digby Leigh is the founder of Digby Leigh and Co, a legal firm dedicated to helping good people do great business. He is here today to talk with me about how he helped his firm shift away from hourly billing into pricing ahead of t...
182 Time-Freedom and Productized Services with Paul Klein
March 23, 2022 08:00 - 37 minutes - 51.6 MBMany service providers, including CPAs, start out as generalists who take on every client who needs their services. With a broad focus and no perceived expertise, it’s hard for them to provide enormous value that would justify high fees. My guest today, Paul Klein, shares how he grew his consulting business by niching down to help an underserved market. Paul is a business consultant and entrepreneur. From his days as 1980s hair band guitarist and lifelong entrepreneur to start...
181 Simplifying Your Expertise with The Sketch Guy, Carl Richards
March 16, 2022 08:00 - 52 minutes - 72.2 MBSome business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses. But business owners are - well - busy - and may have little time or interest in wrapping their head information large and small. Yet, when your business-owning clients understand important money and tax concepts more readily, it makes your job easier. How then, to simplify information to make it more readily understood? Here today to talk with me abo...
180 How CPAs Can Create More Time During Busy Season
March 09, 2022 09:00 - 8 minutes - 11.7 MBI want to talk with you today about how you relate to time. It's tax season, and if ever there was a time of the year that felt crunched, now is likely it. But if we simply fall into our habits and autopilot thinking around time, we have less free time than we might otherwise. There are ways to free up some of your time simply by becoming aware of how you think about the time that you do have. Have you ever been curious to think about how you think about your time? Having ...
179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall
March 02, 2022 09:00 - 42 minutes - 57.8 MBMany CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a return. Because they don’t go deep into one subject matter, it makes it hard to provide the enormous value that would warrant high fees. So, rather than grow revenue by increasing value and therefore fees, they grow revenue by increasing volume. This is a sure-fire on ramp to the hamster wheel. Instead, occupying a narrow position in the marketpla...
178 Killer Niches for CPAs with Tom Wheelright
February 23, 2022 09:00 - 38 minutes - 53.4 MBFor many CPAs, it feels risky to pick a cross-section of the tax code and burrow in. The fear is around losing clients, having to turn people away, and what if there’s a recession? Consequently, most CPAs work as generalists, and pay the price in the form of seemingly infinite rotations on the hamster wheel. Longtime listeners to this podcast know that I am a HUGE proponent of niching, because it makes business better in countless ways. My guest today has built an exemplary ...
177 How Money, Automation, and Software Change Tax with Jody Padar
February 16, 2022 09:01 - 30 minutes - 42.2 MBWith so much change happening so quickly when it comes to automation in the tech space, it can be hard to keep up. But keeping up is a minimum requirement. Here today to talk with me about tech and automation innovation is my guest, Jody Padar. Jody is known as the Radical CPA, and enjoys disrupting the profession with innovative best practices for processes and technology. She also pioneered business solutions that would later become known as Advisory. Jody brings her exp...
176 Behind the Scenes: What Business Owners Want from CPAs with Shelli Warren
February 09, 2022 09:00 - 36 minutes - 50.4 MBMany business owners struggle with their financials, especially early on in their businesses when they can lack a basic understanding of financials and can not have the budget to hire quality accounting support. As accountants, listeners to this podcast understand that financials are incredibly important, but what they may have limited insight into is which numbers business owners really need and which they don't and how those numbers fit in context. Here today to talk with me a...
175 Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPA
February 02, 2022 07:22 - 36 minutes - 49.4 MBThe idea of narrowing in on your target market is anathema to many CPAs. The temptation to be available to anyone who needs tax and accounting is strong. But honing in on a segment of the marketplace makes your business so much easier to run. Here today to talk with me about her own experience getting to know her custom-built market-slice is my guest, Erica Goode. Erica is a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 fina...
174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison
January 26, 2022 09:00 - 31 minutes - 43.9 MBMany CPAs serve a general population of people, doing accounting for anyone with a business, and taxes for anyone who needs a return. As a result, their focus is broad, but diffuse, and because they don’t go deep into one subject matter, it makes it hard to provide enormous value that would justify high fees. So, rather than grow revenue by increasing value and therefore fees, many CPAs grow revenue by increasing volume. This is a sure-fire path onto the hamster wheel. Ins...
173 Should CPAs Put Prices on Their Website?
January 19, 2022 09:00 - 6 minutes - 9.63 MBIf your aim is to work less and make more, there are many benefits to putting some prices on your website, without getting pigeonholed or committed to something that’s not viable. Highlights: — “Most buyers have some sense of what they want to pay. And if there’s way too much daylight between your prices and their expectations, they’re just not going to work with you.” — “Putting some prices on your website makes the pricing part of your discovery conversation so much mor...
172 Subscription Pricing Strategies with Mark Stiving
January 12, 2022 09:04 - 34 minutes - 47.6 MBMany CPAs struggle with pricing. Some have moved to flat rate or subscription pricing, and many still work by the hour. Subscription of course is a hot topic. But for many CPAs, that business model feels too far out of reach and too theoretical to be able to put it into play in their business anytime soon. But if they don't make the transition, they risk missing out. Here today to talk with me about the subscription business model is my guest Mark Stiving. Mark is a pricing educato...
171 How to Stop People Pleasing with Sara Bybee Fisk
January 05, 2022 09:00 - 34 minutes - 47.5 MB***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list Many CPAs struggle with people-pleasing – saying yes, when they might prefer to say no. As a habit, it can result in all kinds of undesired outcomes, and because it comes with some pretty sneaky rewards, it can be hard to give up. Here today to talk with me about this problem is my guest, Sara Bybee Fisk. Sarah is the crea...
170 Year-End Accountant Jokes from Hazel and Remy
December 29, 2021 09:00 - 2 minutes - 4.12 MBMy two kids commandeered the mic to test out their stand-up routine of jokes for an accountant audience. Enjoy! Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-options
169 Five Key Business Books for CPAs from 2021
December 22, 2021 09:00 - 8 minutes - 11.2 MBToday I have the five books that I most often recommend to my clients, because I want you to be able to benefit from the excellent writing that’s out there, that can help you move forward more effectively in your business. These 5 books are straightforward, boot-on-the-ground practical advice for ways to improve your business. I hope you find something to enjoy that will contribute to the transformation of your business, and lead to you living a whole and beautiful life. ...
168 Subscription: Create a More Valuable Business with John Warrillow
December 15, 2021 09:00 - 50 minutes - 69.8 MB***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list Subscription is all the rage in software and in other industries, but the accounting industry is hardly speedy on the uptake. While the value appears to be there, something - or perhaps many things - are in the way of accountants and CPAs making the shift to the subscription pricing model. Here today to talk with me about this ...
167 Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau
December 08, 2021 09:00 - 36 minutes - 50.4 MBWant one piece of business strategy delivered daily to your inbox? Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list My guest today is Minnie Lau, CPA, who currently runs a tax practice helping clients optimize their stock options. 18 months ago, Minnie called out of the blue citing the usual symptoms of being swamped with tax and no visible off-ramp. She wanted help getting her business where she was doing work she loved while being well compensat...
166 How CPAs Can Build and Monetize Authority with Rochelle Moulton
December 01, 2021 09:00 - 50 minutes - 70 MBMost CPAs work super long hours for the revenue they bring in. Automation is upending the profession in profound ways. And the race for optimized efficiency is on. But there's another path and that path is not automation. It's authority. Here today to talk with me about this as my guest, Rochelle Moulton. Rochelle turns consultants and big thinkers into authorities. She earned her consulting and big thinkers stripes leading introverted brainiacs at some powerful global consult...
165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA
November 24, 2021 09:00 - 32 minutes - 45.1 MBToday’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities. Shaan is a client, and we’ve been working together since about April. In less than eight months and with two tax deadlines in between, Shaan has gone from pretty close to starting from scratch, to more than six figures in revenue. Shaan talks...
164 Could Your Clients be Ready for Family Office Services? With Anthony Glomski
November 17, 2021 09:00 - 43 minutes - 60.3 MBWith countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing their assets. But without a framework for helping these people, it can be difficult to know where to start. Here today to talk with me about building Family Office Services into your CPA firm is my guest, Anthony Glomski. Anthony is also the founder of AG Asset Advisory, an SEC-registered Family Office. He and his te...
163 How CPA Firms can Hire Well During Covid-times with Mark Goldman
November 10, 2021 09:01 - 24 minutes - 33.8 MBFinding good staff to work for you is always a challenge, but that has gotten even harder in COVID times. Demand for accountants is high, and seats are hard to fill. Here today to talk with me about hiring and staffing challenges is Mark Goldman. Mark is the owner of MGR Accounting Recruiters, which helps employers hire accounting personnel in San Antonio, Texas. There is no one better positioned to talk with us about what’s going on, and how to navigate the current environ...
162 How to Sell a CPA Firm for Optimal Price with Brannon Poe
November 03, 2021 08:00 - 44 minutes - 61.4 MBEven though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, is a good business strategy, and will improve the value of what you build. Here today to talk with me about what he sees improving the value of CPA firms is my guest, Brannon Poe, owner of Poe Group Advisors. Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounti...
161 Have the Confidence to Pivot and Create Bigger Things as a CPA with Kara Gaisie
October 27, 2021 08:00 - 29 minutes - 40.5 MBToday we are talking about how to create a different future for yourself, even if you believe strongly in reality. Here today to talk with me about this problem is my guest, Kara Gaisie. Kara Gaisie is an ex-CPA turned coach, who works with women who want to leave their 6 figure job without sacrificing their lifestyle. Kara talks about the obstacles and fears faced by her clients who are part-time life coaches wanting to transition to become full-time coaches. She shares some ...
160 How to Price CPA Advisory Services
October 20, 2021 08:00 - 10 minutes - 14.8 MBWant to attend Ten Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. Subscribe at SheThinksBigCoaching.com/subscribe-main-list Today we’re talking about How to Price Advisory Services. If you don’t know how to price or how to think about pricing, you may run into some common potholes, like underpricing your services, overworking in orde...
BONUS: Free Training Series - Work Less Without Losing Revenue
October 13, 2021 08:10 - 3 minutes - 4.61 MBLink for FREE training series: SheThinksBigCoaching.com/webinars/ Ready to get your life back after two hellish tax seasons? Join me for the FREE October Training Series: “10 Essentials for Working Less Without Losing a Dime in Revenue.” Ten great topics over 10 days, like: How to Build Advisory Services Without Getting Killed on Scope Creep How to Improve Profits Through Pricing Without Being an Expert in Pricing Theory How to Niche Without Risk And a bunch mo...
159 How to Package CPA Advisory Services
October 13, 2021 08:00 - 9 minutes - 13 MBWant to attend Seven Essentials to Work Less as a CPA? Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue. Subscribe at SheThinksBigCoaching.com/subscribe-main-list Today we’re talking about How to Package Advisory Services. If you don’t know how to package and price CPA services, you’re likely to be forced into the unenviable position of billing by the hour after the fact fo...
158 How CPAs Can Write Better Proposals without Having to Be Good Writers
October 06, 2021 08:00 - 23 minutes - 32.7 MBCPAs put all this time and effort into writing a good proposal. They package it up, send it off and it just goes into the abyss. Never to hear from the prospect again. Another problem is that you send out the proposal, the client or prospect comes back, you have a conversation with them, but they end up declining to work with you. Then sometimes if value isn't fully captured, it can result in reduced fees and potentially leaving money on the table. So, if you can have a system ...
157 Altitudes of Involvement for CPAs with Jonathan Stark
September 29, 2021 08:00 - 50 minutes - 69.4 MBThis week we welcome back Jonathan Stark, a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of Ditching Hourly, and writes a daily newsletter on pricing for independent professionals. Often CPAs don't know how to price for expertise and strategy, and they just lump the advice into the delivery. But the advice and the expertise and the planning is so much more valuable than the delivery, then the...
156 Get Different, Get Noticed: Better Marketing for CPAs with Mike Michalowicz
September 22, 2021 08:00 - 24 minutes - 33.7 MBMany CPAs are frustrated because they feel invisible in a crowded marketplace. They know they are better than their competitors, but when they focus on that fact, they get little in return. That's because, to customers, better is not actually better. Different is better. And those who market differently, win. In his new marketing book, Mike Michalowicz offers a proven, no-bullsh*t method to position your business to get noticed, attract the best prospects, and convert those opport...
155 BONUS - Pricing in a Nutshell, for CPAs
September 15, 2021 20:25 - 3 minutes - 5.55 MBJOIN or WATCH REPLAY – Pricing in a Nutshell https://www.crowdcast.io/e/pricing-in-a-nutshell SUBSCRIBE – SheThinksBigCoaching.com Hourly billing is like radioactive waste: invisible, and given enough time and quantity, it'll kill you. Make the shift to pricing your services and reap the benefits, like 3x'ing profitability. But you need to know which pricing tools to use, and in which situations. If you're a CPA, these are your most important pricing tools: Value-base...
155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy
September 15, 2021 08:00 - 40 minutes - 55.2 MBAs more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda, what am I showing my clients, what are we talking about? Meetings of course are great opportunities to add value for your clients and increase their clarity and help them better understand what’s happening and what decisions to make. Here today to talk with me about how to hold great CFO meetings is my guest, Mark Gandy. Mark has been working as ...
154 Help Your Advisory Clients See the Power in their Data with Fathom
September 08, 2021 08:01 - 32 minutes - 45 MBFor business owners to make more money, it helps if they can make better informed decisions. And though a P/L and Balance Sheet are very useful tools, for many every day business owners those two documents require a lot mental extrapolation to be able to forecast from. And they hire accountants and CPAs to help them understand where their money went… what they get is a P/L, but a P/L is really tough tool to use to understand how to make more money. What many business own...
153 A Formula for Quantifying Value with Mark Stiving, PhD
September 01, 2021 08:00 - 34 minutes - 47.4 MBAccountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time, and ease of access. While they understand that these things are valuable, it’s not widely understood how they can be converted to dollar prices. Today I speak with Mark Stiving, a pricing educator and advisor. He's the host of the Impact Pricing podcast and is the owner of Impact Pricing, where he teaches clients how to win, keep and grow customers to ...
152 How to Build $250K in CPA Advisory Services in 4 Months
August 25, 2021 08:00 - 43 minutes - 59.2 MBMany of you are familiar with the overwhelm that comes with a mountain of tax work. It is so easy to get bogged down with the countless details and its never ending so-called quick questions from clients. But before you know it, you're working 70 hours a week with no end in sight. And the money might be good, but at some point it stops being worth it. The desire is to tighten your workload by doing higher level work for just a fraction of the clients so you can get your weekends bac...
151 Design and Create Pricing Strategies from a Value Standpoint Part 2, with Jose Mirabal
August 18, 2021 08:00 - 46 minutes - 63.1 MBMost CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and because they don’t fully understand value, they are leaving Everest Sized Mountains of Money on the table, which means they have to work a lot harder to compensate for the missed opportunity. Here today to talk with me about this problem is My guest, Jose Mi...
150 Design and Create Pricing Strategies from a Value Standpoint Part 1, with Jose Mirabal
August 11, 2021 08:00 - 32 minutes - 44.6 MBMost CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and because they don’t fully understand value, they are leaving Everest Sized Mountains of Money on the table, which means they have to work a lot harder to compensate for the missed opportunity. Here today to talk with me about this problem is My guest, Jose Mi...
149 How to Leverage Accounting Automation with Ryan Lazanis
August 04, 2021 08:00 - 25 minutes - 35.4 MBThere is endless conversation about technology, software, and automation disrupting the accounting space. Do you feel like your systems are pretty much automated, where you can just show up and mouse click one button, and it spits out all the reports and dashboards you need for your hundreds of clients? If that sounds like the dream, but you’re a ways off, stay with us, because today I am talking with Ryan Lazanis, founder of FUTURE FIRM, and we are talking about what to do rig...