Ryan Lazanis

quickbooks connect san jose 2019

QuickBooks Connect San Jose 2019 Highlights

QuickBooks Connect San Jose just wrapped up. And boy was it a good one. Great people from all around the world. Awesome new product announcements. And insights into new trends. I was invited down by Intuit as media this year and in this article, I share my highlights and takeaways. Let's go. Overall Theme of QuickBooks Connect San Jose Want more confirmation that the profession is undergoing…


social media for accountants (1)

Social Media for Accountants - Awesome Tips & Tricks

Think of all the the 100's and 1000's of social media posts that you probably see each day. It's easy to become numb and just mindlessly scroll your way through. That's why I wanted to invite Katie Thomas on to the Future Firm Accounting Podcast to discuss social media for accountants as she's been an absolute force in this area. With almost 10,000 Instagram followers, an incredibly active…


Guide to Pricing Accounting Services (Fixed & Value Pricing)

If you're having trouble pricing accounting services for your fixed-price mandates, you're not the only one (and you've come to the right place). Customer expectations are changing and are now demanding upfront pricing more than ever before. This is forcing accountants like you to ditch charging by the hour and instead to adopt new pricing methods, which sometimes cause confusion as to how you…


outsourcing bookkeeping with botkeeper

Botkeeper - What it is & How it Works

When it comes to outsourcing bookkeeping work these days, there's no shortage of options. One option for firms however, has caught my attention for the past while: Botkeeper, a tech startup that has designed and developed a machine learning and artificial intelligence-based bookkeeping platform paired with accountants to help firms and companies outsource their bookkeeping. I've become…


Staff Accountant Job Description - My #1 Tip (w/ Examples)

Looking for tips to help you write your staff accountant job description? The reason why you're reading this is likely because you're looking to hire a staff accountant and therefore you need to put out a posting that attracts and convinces accountants to work at your firm. The bolded words above are key however. Attract and convince is the purpose of your job posting. Almost every staff…


ConnectCPA's Experience Managing a Remote Accounting Firm

It's not everyday that you come across a CPA firm that operates completely virtually and one that has their full team distributed across a big country like Canada. ConnectCPA is one of those firms. They've been successfully managing a remote accounting firm for several years now and I have known partners Mike Pinkus and Lior Zehster of ConnectCPA since the earlier days of cloud accounting in…


xero canada report

The 2020 Xero Canada Firm Report - 10 Must Know Insights

Cloud accounting software provider Xero just released their 2020 Xero Canada Accounting & Bookkeeping Industry Report which surveyed over 250 accounting and bookkeeping firms of all shapes and sizes from across the country. In it, we see some interesting benchmarking stats, trends and variances (yup, everything a real accountant loves to see!) which I wanted to summarize into 10 must know…


The Next Evolution of Cloud Accounting Apps with the CEO of FreshBooks

The emergence of cloud accounting apps saw accountants and bookkeepers taking on a new role; one that sees them advising on technology to help streamline and automate the financial data collection and compilation process. Many of the successful firms out there today are not just advising on numbers but also on implementing the right interconnected technology that automates the reporting……


Attract Accounting Talent - Unpacking A Top 25 Firm's Recruitment Video

Let's face it. All firm owners and leaders know that to attract accounting talent in 2019 is no easy feat. In fact, it's damn hard. The traditional ways of doing so would be through annual recruitment job fairs where each firm has their own booth and candidates get the same old run-down of why each firm is better than the next. If this is still your primary way of reaching out to the new…


modern audit service

My Awful Big 4 Customer Experience (w/ 5 Modern Audit Service Tips)

I'm a sucker for an excellent customer experience. As a business owner, I can truly appreciate how much effort and thought goes into ensuring that every tiny little detail of the customer journey is pleasurable, easy and seamless. This is why the Uber's, Airbnb's and Apple's of the world have had so much success and in some cases, have overthrown long-standing incumbents. Modern, new age…