Ryan Lazanis

money chart accounting advisory services

Accounting Advisory Services: The 2021 Guide

This is my complete guide for accounting advisory services in 2021. In this guide, I'll review: What accounting advisory services are Why your firm should offer them The top advisory services to offer in 2021 So if you're looking to offer advisory services in 2021, you'll want to check out this guide. Let's get started! Disclosure: This post was sponsored by Xero. Everything discussed is my…


Before You Do Any Marketing in Your Firm...

Listen to this episode before engaging in any marketing in your firm: Show Notes 0:50 - A commonly asked question I receive: "Ryan, which online marketing strategy is the best?" 1:30 - Your choice of marketing channel doesn't matter. 2:10 - The fundamentals need to come first: Understanding your ideal client profile & value proposition. 2:30 - Defining your ideal client profile. 4:18 -…


8 Mistakes to Avoid in Your Accounting Discovery Call

Looking to conduct a high-quality discovery call in your accounting firm to help land good clients at good prices? Make sure you're avoiding these 8 common discovery call mistakes: Show Notes 0:27 - Thanks to the 100+ members who have signed up for my Future Firm Accelerate online coaching program! 1:20 - A brief overview of the discovery call. 2:00 - Mistake 1: Discovery call is too short 3:00…


Generating Passive Revenue in Your Firm

In this episode, I discuss how your accounting firm can generate passive revenue and the types of models that are at the beginning of the trend curve. Check it out: Show Notes 0:53 - Future Firm Accelerate just officially launched to help accountants fast-track the growth of a modern, scalable, 7+ figure accounting that doesn't require them to work a million hours a week. It contains 3 things:…


Why You Need a Sales Process + 4 Alternate Ones

Your sales process is responsible for landing high-quality clients at high prices. If you're looking to set up a sales process or optimize one for your firm, check out this podcast episode that discusses 4 different alternate sales processes for your firm. Show Notes 0:49 - The sales process is the most neglected process I see in most firms, yet it's arguably one of the most important 1:16 - I…


Do This to Prepare Your Firm for 2021

With 2021 right around the corner, I discuss the importance of getting your firm's strategy in place for the new year before the craziness of busy season kicks in. Show Notes 1:05 - Strategic planning gets pushes aside due to busy season for most firms in the first half of 2021 1:38 - For years I neglected strategic planning in my firm, which cost me growth and time 2:06 - Strategic planning…


What I've Learned From Coaching $1M Firms

In this podcast episode, I talk about my journey into coaching $1M accounting firms and what I've learned from them along the way, primarily on the topic of automation. Show Notes 0:35 - There's an obsession in the profession with automation 1:20 -A brief overview of my journey into coaching accounting firms 1:25 - Firms' first instinct to grow faster is to automate more 2:00 - As I worked with…


The Future of Accounting: The 2021 Annual Guide

In this guide, I'm going to outline what the future of accounting looks like for accounting firms and how to best prepare for it in 2021. And to be clear, this is not a predictions post. This guide will cover trends that are happening at this very moment and specific strategies that you can use right now to better prepare you and your firm for the future. So if you're looking to improve your firm…


2 Ways to Prepare for the Future of Accounting

In this podcast episode I discuss how accountants can remain relevant leading up to 2025 using data from the new 2020 World Economic Forum Future of Jobs report: Show Notes 0:20 - The World Economic Forum just released its 2020 Future of Jobs report which shows trends about work and jobs 1:28 - The third fastest job decreasing in demand: accounting, bookkeeping & payroll clerks 2:05 - The…


How Much Automation Does Your Firm Need?

Is there too much importance placed on automation to scale an accounting firm? How much automation does your firm need right now? Check the episode below to hear my thoughts: Show Notes 0:45 - Automation is at the tip of every firm owner's tongue. 1:40 - "There's too much emphasis on apps to scale an accounting firm" 2:10 - The reasons for automation 2:30 - You can't have automation without…