In this podcast episode, I talk about my journey into coaching $1M accounting firms and what I’ve learned from them along the way, primarily on the topic of automation.

Show Notes

0:35 – There’s an obsession in the profession with automation

1:20 -A brief overview of my journey into coaching accounting firms

1:25 – Firms’ first instinct to grow faster is to automate more

2:00 – As I worked with more firms, I realized a few things

2:58 – To improve margins, my first reflex is to not think there’s an efficiency problem

3:35 – If you’re already a modern firm using a decent amount of tech, there’s a law of diminishing returns with using more technology

5:18 – My final piece of advice on this topic

5:38 – 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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