Streamline your processes with this essential 1st step so you can focus on growing your firm and spend less time on the tedious work.
Listen below.
0:58 – Technology is a great tool, but it’s not the first step to creating a firm that can scale and run smoothly.
1: 26 – What you offer your clients and how you standardize those offers is the first step to a scalable firm.
1:44 – The more ways in which you offer means you’re multiplying the number of processes required to service those offers.
2:47 – Getting the clients into the monthly routine can quickly become like clockwork.
3:46 – Firms search for automation and technology to make them more efficient.
4:14 – Develop a list of must-haves that the client must fit into in order to create standardization across your offers.
5:09 – Spending your time applying technology and automation will probably not net you any material gains.
5:35 – Eliminate as many variables as possible by standardizing your offers.
5:48 – Make your firm more efficient by focusing on turning your sweet spot services into packaged offers.
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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.
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.
This podcast reminds me of of the steps in the SpaceX process:
1) Make the requirements less dumb
2) Try very hard to delete a part or process
3) Simplify or optimize
4) Accelerate Time
5) Automate
* Don’t do these backwards
I actually LOVE that! Thanks for sharing, Josh.