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.
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.