Ryan Lazanis

Future Firm Accounting Podcast Ep 26

How to Include Client Questions & Support in a Subscription Plan

When you charge a fixed subscription price for your services, how do you handle all those client questions throughout the year? Do you charge for them? Include then? Where do you draw the line? In this week's Future Firm Accounting Podcast episode I provide my insight and various methods for you to follow. Give it a listen: Show Notes 1:22 - Hourly billing is easy when dealing with your client's…


millennial accounting firm

Millennials & Your Firm [Xero Survey]: 11 Key Takeaways

If you're curious about the importance of millennials on your firm's growth, you'll want to read this post. Xero conducted a survey of more than 1,500 small business owners to study what millennials value in an accounting firm and what they think about their current advisors. The 14-page report has a bunch of interesting findings. This post will highlight my 11 key takeaways from the report and…


Future Firm Accounting Podcast virtual firm secure

6 Suggestions to Keep Your Virtual Firm Secure

As your firm moves more and more to a virtual model, cloud accounting security becomes an important topic. This episode of the Future Firm Accounting Podcast gives you 6 suggestions to help keep your virtual firm secure. Check it out: Show Notes 1:38 - The first way to keep your firm secure: Use a password manager app. 2:18 - Here are a few password management apps to look into: Lastpass &…


Accounting Automation The 2020 Annual Guide

Accounting Automation: The 2020 Annual Guide

This is my complete guide to accounting automation for accountants in 2020. In addition to the basics of accounting automation, you’ll also get: Actionable new strategies that are working great right now to help you with accounting automation. In this guide, you’ll learn how you can: Automate transactional accounting work like bookkeeping, payroll, etc. Use artificial intelligence…


Outsourced Bookkeeping for CPAs: 7 Options Compared

If you're a CPA firm looking to outsource your bookkeeping, you'll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. In this article, I'll run through some of the more modern options that might make the most sense for your firm at the moment. Check it out: Outsourced Bookkeeping for CPAs Terminology Before continuing, there are 3 terms that I want to…


Future Firm Accounting Podcast ep 24

6 Free Interrelated Online Marketing Apps for Your Firm

Looking for some of the best free online marketing apps for your accounting firm? Check out my Future Firm Accounting Podcast episode discussing 6 free interrelated online marketing apps that you can use in your firm right now: Show Notes 1:44 - Before recommending any of these tools, my perspective is coming from an inbound content marketing standpoint, primarily blogging, which I describe…


My Favorite Tool to Automate Candidate Screening

With the massive amount of talent available in the market right now, some firms are seeing a ton of applications to their firm. If you're hiring, you might want to consider automating your candidate screening process. It's actually 1 of 11 firm automation tactics that I recommend. In this podcast episode, I outline my favorite tool to achieve this, the problems it solves, and how I use it. Click…


How to Start A Bookkeeping Business in 2020

How To Start a Bookkeeping Business in 2020 [Step by Step]

Do you want to know how to start a bookkeeping business in 2020? Great news, because this step-by-step guide will cover the critical 7 steps you’ll need to follow to set up a modern bookkeeping practice and to land your first clients. In fact, these are the very steps that I followed to help take my heavily bookkeeping focused business from scratch to sale in only 5 years. In this guide,…


The 21 Must-Listen Accounting Podcasts of 2020

Are you looking for the best accounting podcasts that you can listen to in 2020? Then you're in luck. Because I've put together a curated list of the 21 must-listen accounting podcasts for you to check out. Sounds good? Let's go! The Best Accounting Podcasts List Without further ado, here's the list in no particular order: 1) The Soul of Enterprise Brought to you by two true thought-leaders in…


Future Firm Accounting Podcast accounting help desk

Why I Recommend Accounting Help Desk Software

If you're looking to gain tighter control over emails firm-wide, automate aspects of your team's support function and get some analytics around customer service in your firm, you'll need accounting help desk software. This software was a key component of how I managed my firm's support function and I would recommend it to any firm out there. Below, I describe my experiences using this kind of…