Ryan Lazanis

Episode-80_5 Skills Required to Deliver Effective Virtual CFO Services

5 Skills Required to Deliver Effective Virtual CFO Services

Offering virtual CFO services requires a specific skill set to deliver effective and profitable results. In this podcast episode, I'll discuss the five important skills you need to be successful. Listen Below. 0:44 - An effective virtual CFO service is valuable to your client, profitable to your firm, and can be delivered in a systematic manner. 1:15 - When you provide CFO services, you're…


FF-Blog_Virtual CFO Services_Web

Your Guide to Virtual CFO Services: Everything You Need to Know

Offering virtual CFO services is a great way to help small businesses and startups manage their finances. These services can help businesses level up with financial reporting, planning and forecasting, and more. In this guide, I'll discuss: What virtual CFO services are The different services offered within them The benefits of offering and using them How to offer them yourself And more :)…


Fisheye Top shot

How to Get Accounting Clients in a Changing World

In this post, I’ll be outlining strategies your firm can take today for how to get accounting clients and land new business in a rapidly changing world. I’ll be backing these strategies up with statistics gathered from a recent study titled “The Next Chapter for Small Business: How to Thrive in a Changed World” conducted by Forrester Consulting on behalf of Xero, which…


accounting engagement letter future firm

Accounting Engagement Letter: Templates, Samples & How to Create One

Does your firm use an accounting engagement letter when signing on a new client? This post is a deep dive into why you should. In this article, you’re going to learn about: What an accounting engagement letter for your firm is The purpose and need of a quality engagement letter Items to put in yours What to use to send this valuable document Sample sections and template letters How a…


how-can-i-make-my-staff-more-efficient

How Can I Make My Staff More Efficient?

In this podcast episode, I shared my thoughts on how to make your staff more efficient by implementing capacity planning and managing what matters the most in your firm. Listen Below. 0:55 - The typical answers on how you can make your staff more efficient. 1:25 - At a certain point, you have to realize that your team aren’t workhorses. 2:30 - When I ran my firm, I managed what actually…


Accounting Security Tips for Your Firm

23 Accounting Security Tips to Keep Your Firm Secure

In today’s post, I’m going to show you the very best accounting security tips (23 of them to be precise!) to keep your accounting firm safe and secure. Key Takeaways Importance of why you must have accounting security for the safety of your business. Different cybersecurity threats you need to be aware of that your CPA firm may encounter. Helpful security tips to protect and secure…


How Much Should You Increase Your Prices This Year?

How Much Should You Increase Your Prices This Year?

With inflation hitting records in many parts of the world, how should you approach price increase this year? In this podcast episode, I'll be taking a closer look at improving your pricing strategy without alienating existing clients. Listen below. 0:54 - It is a cop-out to increase prices based on rising living costs without also increasing the value that is provided. 1:20 - You are…


The Top Reason You're Having Trouble Hiring (And What To Do About It)

The Top Reason You're Having Trouble Hiring (And What To Do About It)

When it comes to finding high-quality talent, your job isn’t just to say the right things. In this podcast episode, we'll discuss the reason why you're having trouble hiring the right people and what to do about it. Listen below. 0:25 - The most difficult part about scaling a business is finding high-quality talent to join your team as you grow. 0:58 - I get messages from firm owners that they…


Streamline Your Entire Firm With This Essential 1st Step

Streamline Your Entire Firm With This Essential 1st Step

Streamline your processes with this essential 1st step so you can focus on growing your firm and spend less time on the tedious work. Listen below. 0:58 - Technology is a great tool, but it’s not the first step to creating a firm that can scale and run smoothly. 1: 26 - What you offer your clients and how you standardize those offers is the first step to a scalable firm. 1:44 - The more ways in…


QuickBooks Connect

QuickBooks Connect: Everything You Need to Know

QuickBooks Connect is one of the most popular annual accounting conferences that's geared toward QuickBooks users and accounting professionals. In this article, you'll get: An overview of what this conference is all about information about previous events How much it costs to attend Where you can find more information about the conference ... and more! Ready? Let's go! What is QuickBooks…