How Much Automation Does Your Firm Need?

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:

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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How Much Automation Does Your Firm Need?

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