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 and using the best technology 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 having 3 things in place first
3:50 – Complex vs. advanced levels of automation
4:15 – You need volume in your firm for automation to be worthwhile
5:00 – So how much automation does your firm need?
5:48 – Don’t get distracted by shiny objects
5:55 – Want more tips like this? Join 1000’s of other firm owners who sign up for my weekly newsletter for exclusive weekly tips sent right to their inbox.
Liked This Episode? Subscribe to More Here:
Ryan Lazanis
Hi! I'm Ryan. I’m an entrepreneurial CPA that founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Following its acquisition in 2018, I started Future Firm to help accountants fast-track the growth of a modern, scalable accounting firm of their own.
Here are 3 ways for how you can fast-track your own modern, scalable firm:
1) Get my weekly newsletter that gives tips & trick to scale your firm.
2) Subscribe to the Future Firm Accounting Podcast for bite-sized, actionable lessons on how to scale your firm.
3) Join Future Firm Accelerate, my online coaching program that helps modern firm owners quickly scale.