Ryan Lazanis

Accounting Technologies: The 2020 Annual Guide

Here is my complete guide to accounting technologies for your firm in 2020. In this guide, you'll learn about the LATEST accounting technology available along with specific strategies on how to leverage them in your accounting firm. So if you're looking to automate your firm and get the best out of the available technology, you'll love this guide. Let's go! Table of Contents Cloud Technology…


How I Stay Productive & Focused: 5 Techniques

We live in an increasingly distracting world. In this recent podcast episode, I share my top 5 techniques for how I stay focused & productive. Check it out: Show Notes 1:05 - I read a book called Deep Work which highlighted the importance of deep work versus shallow work activities. 1:22 - Focusing on deep work is what moves the needle forward in your business. 2:05 - I've developed a few…


4 Tips to Boost Revenues With Repeatable Advisory Work

One of my favorite kinds of services to offer small business clients are repeatable advisory services. They match well with compliance services like tax and bookkeeping, they're easy to offer and because clients wanted them, they're also usually higher margin. In fact, according to a recent 2020 report that I summarized, firms that offer repeatable advisory services charge 65% more per client…


Why I'm Not a Fan of This New Accounting Marketing Trend

There's a new accounting marketing trend out right now and I'm not a huge fan. I state what it is, give my reasons why and what do look at instead. Listen below: Show Notes 1:10 - There are tons of ads on Facebook targeting accountants with "get rich quick" tactics. 1:30 - This is what the Facebook ad marketing funnel tactic looks like. 1:53 - Too much emphasis on this tactic is dangerous for 5…


scaling accounting firm

My Personal #1 Tactic to Scale an Accounting Firm

Scaling an accounting firm is super hard. That's mostly due to the way most firms approach their services. One of the secrets to scaling, based on my experience, is to mandate a recurring bookkeeping offering amongst your clients. This article will discuss why I recommend this approach and how to do it. Note: This post was sponsored by Xero. Everything discussed is my honest opinion based on…


Client Accounting Services: The Definitive Guide

This post is going to describe what client accounting services are and how to launch this offering in your own firm. (Step-by-step) In fact, I attribute being able to quickly scale my firm from scratch to sale in just 5 years mostly due to the client accounting services (CAS) offering in place. So in today's post, I'm going to show you exactly what CAS is and how exactly I'd recommend getting…


Future Firm Accounting Podcast advisory next frontier

What's the Next Frontier for Advisory Services?

What does the future of advisory services look like? It might just be advising beyond the general ledger. Listen below to start thinking about how your services may evolve in the not too distant future: Show Notes 1:18 - I recount a recent conversation with my friend, accountant, an innovator in the profession, and also Head of Accountant Community at Gusto, Will Lopez, on the future of advisory…


5 Tips to Turn Your Firm's Website into a Marketing Tool

Used properly, your website can be one of the top marketing for accountants strategies. If you're looking to set up a modern website for your accounting firm that converts web visitors into leads, you'll want to check out my podcast on the subject. To listen to my 5 tips, click play below: Show Notes 0:58 - The big problem with most accounting firm websites is that they're informational and not…


Marketing for Accountants: The Top 18 Strategies

If you're looking for the best marketing for accountants strategies, you've come to the right place. In this post, I'm going to outline 18 of the top strategies working well right now to help you attract clients. Most of these methods I've personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. Let's check them out! Marketing for Accountants 101 Before…


Future Firm Accounting Podcast personal goals

Run a Firm You Love by Defining Your Personal Goals

Did you start your firm to create a better life for yourself? Most do. But most don't define what that "better life" means and as such they get stuck in the hamster wheel. To escape the hamster wheel, you need to at least know where you want to go, which starts by defining your personal goals. Check the episode to find out how: Show Notes 0:43 - All firm owners start their firm to create a…