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 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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