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.
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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.
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