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.

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.