Accounting Automation

How the Scarcity of Accountants Will Affect the Future of Accounting with Realize’s Jason Staats

NxtStep — Tue, 27 Sep 2022 17:00:00 -0400

Jason Statts is a CPA firm owner and the creator, manager and owner of the online accountant community Realize. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

Common challenges accounting firms have when adopting new tech.
How personal-based productivity differs from software-based productivity.
How modern accounting firms are changing the way we do things.
Ways technology is widening the gap of productivity.
How to know which software will work the best for your accounting firm.
What will happen to firms that are resistant to industry change.
The future of productized solutions.
Where the biggest opportunities for accounting firms are.

Resources:

Connecting with Jason Staats:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Connecting Systems and Creating a Tech Stack with Wendroff & Associates, CPA’s Brian Wendroff

NxtStep — Tue, 20 Sep 2022 17:00:00 -0400

Following four years of Military service, including a tour at the Pentagon for the Secretary of Defense’s Office, and work experience as a staff accountant at the International Accounting Standards Board in London, England and local CPA firm, Brian founded Wendroff & Associates, CPA in 2006.

He quickly established himself as an Entrepreneur’s CPA and an expert in technologically advanced accounting systems, being one of the first firms nationwide to offer complete online accounting solutions.

Since its founding, Wendroff & Associates has grown in size each year and Brian has continued to upgrade the firm’s business advisory services to include outsourced CFO services, budgeting and forecasting and high-level tax planning models, and free accounting and tax strategies on its social media.

As Brian is fond of saying, a CPA firm needs to think of its clients throughout the year, not just at tax time. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

Thinking of automation in terms of the process behind it.
How automation can improve workflow efficiency.
Workflow efficiency tools that can bring systems together.
How to learn about new technologies that improve workflow.
How difficult it is to learn how to use automation technology.
The impact automation can have on tax season.
How accounting teams respond to new automation technologies.

Resources:

Connecting with Brian Wendroff:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Public Accounting vs. Industry Accounting with Kaiser Permanente’s Okorie Ramsey

NxtStep — Tue, 13 Sep 2022 17:00:00 -0400

Okorie Ramsey has been a CPA for almost 15 years and is currently the Vice President of Sarbanes/Oxley at Kaiser Permanente and the Vice Chairman of the American Institute of Certified Accountants.

Okorie is a California Certified Public Accountant (CPA), Project Management Professional (PMP), and Chartered Global Management Accountant (CGMA). He also holds a bachelor’s degree in Business Administration with a concentration in Accounting from San Francisco State University (SFSU) and a Kaiser Permanente Executive Leadership Program Certificate from Harvard Business School.

Okorie serves on the Board of Directors for the American Institute of Certified Public Accountants (AICPA) and the Association of International Certified Professional Accountants (the Association), as well as serving as Vice Chairman of the AICPA.

Okorie also represents the State of California as a council member of the AICPA, and is a Past President of the California Society of CPAs (CalCPA) Board of Trustees for the Education Foundation, Past Chairman of the Accounting Career Awareness Program (ACAP) San Francisco Bay Area and a former adjunct professor for SFSU’s Master of Business Administration (MBA) program. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The difference between public accounting and industry accounting.
Characteristics that make people more suited to public or industry accounting.
What public accounting can do for you.
The six principles of leadership and how they apply to accounting.
Why you should invest in networking and building relationships.
How to build a network.
How to educate yourself on the benefits of tech within accounting.

Resources:

Connecting with Okorie Ramsey:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The Benefits of Being a CPA with Fieldguide’s Byron Patrick

NxtStep — Mon, 05 Sep 2022 17:00:00 -0400

Byron Patrick is the VP of Customer and Operations at Fieldguide, Chairman of the Board of the Maryland Association of CPAs and is recognized as an industry leader on technology topics impacting CPAs.

Byron specializes in helping CPAs and small businesses leverage technology and speaks at industry conferences around the country. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The CPA tattoo Byron has.
Why CPA's have a bad reputation.
The opportunities there are in accounting.
The echo chamber in accounting subreddits.
The advantages of having an accounting background.
How firm owners can keep their accountants inspired.
The difference between working in tech and working in accounting.
How to transition from accounting to tech work.

Resources:

Connecting with Byron Patrick:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

What Data Scientists Can Do for Your Firm with K2 Enterprises’ Randy Johnston

NxtStep — Mon, 29 Aug 2022 17:00:00 -0400

Randy Johnston has worked in programming for over 60 years and is currently the Executive Vice President at K2 Enterprises and the CEO & Co-Founder of Network Management Group, Inc. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

Future technological changes that will affect Accounting Firms.
How to prepare yourself for future changes in technology.
The increased need for data scientists within accounting.
How to train people to become data scientists.
What data can do for your firm.
How advisory work can help with retention and workflow.

Resources:

Connecting with Randy Johnston:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Implementing Organizational Change with Will Hill

NxtStep — Mon, 22 Aug 2022 17:00:00 -0400

Will Hill worked at Thomson Reuters for over 20 years and worked his way up to the Senior Product Marketing Manager role. After leaving Thomson Reuters Will started his own business Will Hill Consults where he helps firms work through external and internal change.

Will was listed by Accounting Today in 2021 as one of the "Top 100 Most Influential People in Accounting". Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The intersection between people and process.
How to stay focused on improving efficiency.
How to implement organizational change.
Common inefficiencies within firms and strategies to improve efficiency.
The role of the COO in enacting change.
The risk of relying on tech to improve efficiency.
How to propose the idea of change to others.

Resources:

Connecting with Will Hill:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Remote Working Security with IntrapriseTechKnowlogies’ Donny Shimamoto

NxtStep — Mon, 15 Aug 2022 17:00:00 -0400

Donny Shimamoto is the Founder and Senior Member of the IntrapriseTechKnowlogies consulting and management team, where he helps business owners streamline their business systems, develop business system applications and learn effective organizational design. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The increase in hybrid work and what this means for organizations.
The security dangers of working from home.
Best practices to increase remote working security.
The costs of a data breach.
What VDI infrastructure is and how to implement it.
How to fix recruiting and retention problems.
How technology and automation can increase staff retention.

Resources:

Connecting with Donny Shimamoto:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

How the Blockchain is Affecting Accounting and Finance with Dr. Sean Stein Smith

NxtStep — Mon, 08 Aug 2022 17:00:00 -0400

Dr. Sean Stein Smith is an award-winning researcher, professor, entrepreneur, and enthusiast for blockchain, crypto assets, and the impact on emerging technologies. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

How blockchain and crypto relate to accounting and finance.
The direct impact Bitcoin is having on accounting.
How automation can be used in the blockchain.
Examples of where blockchain technology has been applied in industry.
The benefits of operationalizing blockchain for healthcare.
The future disruption blockchain will cause the accounting industry.

Resources:

Connecting with Dr. Sean Stein Smith:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Cybersecurity for Accountants with Right Networks’ Roman Kepczyk

NxtStep — Mon, 01 Aug 2022 17:00:00 -0400

Roman Kepczyk is Director of Firm Technology Strategy at Right Networks, where he focuses on helping firms throughout North America use information technology by educating and directing owners towards today's optimized CPA firm production processes.

Roman is also a Lean Six Sigma Black Belt, AICPA Certified Information Technology Professional, and CGMA. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

Common issues firms have with their cybersecurity.
Cybersecurity risks for accountants.
Misconceptions firms make around their cybersecurity.
How to make a secure password.
The dangers of ransomware and double extortion attacks.
How to enhance user account security.
The cyber risks of staff working from home.
The security of mobile hotspots compared to public wifi networks.
How to increase the cybersecurity in your accounting firm.
Red flags for scam emails.

Resources:

Connecting with Roman Kepczyk:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Becoming a Change Agent for Accountants with Aprio’s Mike Maksymiw

NxtStep — Mon, 25 Jul 2022 17:00:00 -0400

Mike Maksymiw is a Change Agent for the accounting profession and the Executive Director and Leader of Aprio Firm Foundation where he shares resources, coaching, and networking opportunities with small and midsized CPA firms.

Mike’s focus is on impacting the progress on key issues facing the profession, including women/family initiatives, DEI, work-life harmony, and value rather than time. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The benefits of joining a leadership academy.
How Mike became a Change Agent for accountants.
The difference between production skills and leadership skills.
Ways a career coach can help you make decisions.
The power of networking when looking for a new job.
The core problems in accounting.
Common strategies accounting firms use to free up time.
How to decide which clients to focus your energy on.

Resources:

Connecting with Mike Maksymiw:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

From CPA Employee to CPA Business Owner with Geraldine Carter

NxtStep — Mon, 18 Jul 2022 17:00:00 -0400

Geraldine Carter is a certified professional coach who specalizes in helping overworked solo CPAs get their lives back without forsaking revenue.

Geraldine is the Founder of She Thinks Big Coaching and the host of the Business Strategy for CPAs Podcast. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

Ways the traditional accounting firm business model is broken.
How accountants can get away from billing by the hour.
The best way to raise prices as an accountant.
How CPA’s can transition from employee to business owner.
The different skills CPAs need when they become business owners.
How narrow a niche CPA’s should focus on.
The importance of specalization.

Resources:

Connecting with Geraldine Carter:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

What your client isn't saying

NxtStep — Sat, 16 Jul 2022 07:47:03 -0400

Your client is most likely NOT going to tell you when something is wrong. This can be a huge risk for your firm.

Read more - https://nxtstep.io/daily/gathering-client-feedback/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Making it harder for clients to pay

NxtStep — Fri, 15 Jul 2022 08:15:29 -0400

Is your firm making it harder for your clients to pay you? If so, you need to drop everything and fix that problem ASAP.

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

You can't fight technology

NxtStep — Thu, 14 Jul 2022 07:59:59 -0400

If your firm is only crawling along the technology curve then your firm could be in trouble. Don't wait too long to adapt.

Read more - https://nxtstep.io/daily/resisting-technology/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

When to raise prices

NxtStep — Wed, 13 Jul 2022 08:09:21 -0400

Is your firm at capacity? If so, you may have a unique opportunity to significantly strengthen your firm's performance and brand.

Read more - https://nxtstep.io/daily/best-time-to-raise-prices/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Evaluating customer service

NxtStep — Tue, 12 Jul 2022 08:15:32 -0400

What can firms learn from supermarkets when it comes to evaluating the quality of your customer service?

Read more - https://nxtstep.io/evaluating-customer-service/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The Value of a Subscription Pricing Model with Earmark CPE’s Blake Oliver

NxtStep — Mon, 11 Jul 2022 17:00:00 -0400

Blake Oliver is an entrepreneurial accountant and writer who specializes in cloud accounting technology.

He was named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017 and is also the co-host of the Cloud Accounting Podcast. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The value of subscription pricing.
Why the subscription economy fits the accounting profession so well.
How using a subscription billing model increases efficiency.
Why people are hesitant to change their billing structure.
Why firms in Australia are more resistant than American firms to change.
The value of low-margin accounting work and why most firms overlook this area.
The accounting services that can be delegated to staff.
How to move from hourly billing to a subscription model.
The future of accounting and CPE firms.
The value and benefits of specialization.

Resources:

Connecting with Blake Oliver:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Consistent client communication

NxtStep — Mon, 11 Jul 2022 08:46:44 -0400

Is your team providing your clients with consistency when it comes to advice? If not, it could be a source of client turnover.

Read more - https://nxtstep.io/consistent-client-communication/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Ultimate competitive advantage

NxtStep — Sun, 10 Jul 2022 09:00:00 -0400

Whatever your firm does, if you can do it faster then you've got a major advantage over your competition.

Read more - https://nxtstep.io/ultimate-competitive-advantage/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The customer service problem

NxtStep — Sat, 09 Jul 2022 08:33:15 -0400

Tech people get a bad name or their customer service skills. You know where this problem is worse? Accounting.

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Accounting industry client complaints

NxtStep — Fri, 08 Jul 2022 08:42:12 -0400

Many clients have lots of complaints about the accounting industry. Does your firm have any of these issues?

Read more - https://nxtstep.io/accounting-industry-client-complaints/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Identifying the opportunity

NxtStep — Thu, 07 Jul 2022 08:29:51 -0400

You want to make improvements at your firm across the board. How do you know which one you should upgrade first to maximize impact?

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Your client hates your portal

NxtStep — Wed, 06 Jul 2022 08:10:00 -0400

Your clients hate your portal. Its feature set is pretty embarrassing. There's an easier way to give clients what they want.

Read more - https://nxtstep.io/client-portals-stink/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Tech and turnover

NxtStep — Tue, 05 Jul 2022 08:40:51 -0400

What's making recruiting harder and turnover worse for your firm? Have a poor employee experience due to bad software and technology.

Read more - https://nxtstep.io/tech-and-turnover/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Bringing New AI tools Into Your Firm with Ross Buehler Falk & Company’s Jeff Bleacher

NxtStep — Mon, 04 Jul 2022 17:00:00 -0400

Jeff Bleacher has worked in accounting for almost 40 years and is the managing partner of Ross Buehler Falk & Company. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

How Jeff became the managing partner at Ross Buehler Falk & Company.
The benefits of having a proactive advisory relationship with your clients.
Building dashboards around your client base.
Improvements that can be made to a Tech Stack.
How much time can be saved using AI tools.
How to overcome scepticism around using new tools.

Resources:

Connecting with Jeff Bleacher:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Wasted effort

NxtStep — Mon, 04 Jul 2022 08:34:19 -0400

Employees at your firm are wasting 1/3 of their effort. What could your firm improve if you got back all of that time?

Read more - https://nxtstep.io/waste-in-the-workplace/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Design the firm of your dreams

NxtStep — Sun, 03 Jul 2022 10:11:36 -0400

What if you could rebuild your firm from scratch without anyone or anything standing in your way of the changes you wanted to make?

Read more - https://nxtstep.io/design-your-dream-firm/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Reading efficiency hacking

NxtStep — Sat, 02 Jul 2022 09:12:57 -0400

Want to burn through as much new content as you can during your July 4th travel plans? Allow me to introduce you to Blinkist.

Read more - https://nxtstep.io/reading-efficiency-hacking/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Accounting industry disruption

NxtStep — Fri, 01 Jul 2022 08:37:45 -0400

The accounting industry is undergoing major disruption. If you have a traditional firm it might be at serious risk.

Read more - https://nxtstep.io/accounting-industry-disruption/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

[Webinar] Boost firm profit without hiring

NxtStep — Thu, 30 Jun 2022 08:40:56 -0400

Do you want to learn how to boost the profitability of your firm without needing to hire? Join me for a webinar on the topic today at 12 EST.

Webinar signup - https://www.crowdcast.io/e/boost-firm-profit/register

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The hourly billing trap

NxtStep — Wed, 29 Jun 2022 08:58:15 -0400

Is your accounting firm built around billing by the hour? If so, it may be limiting your progress more than you realize.

Read more - https://nxtstep.io/hourly-billing-trap/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Unpredictable lead volume

NxtStep — Tue, 28 Jun 2022 09:04:08 -0400

Is lead generation at your firm unpredictable? What if you had a dial that could provide the amount of leads you wanted at any time?

Read more - https://nxtstep.io/predictable-lead-generation/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

How Australian Accounting Firms are Ahead of The US with Rob Nixon

NxtStep — Mon, 27 Jun 2022 17:00:00 -0400

Rob Nixon is an accounting firm marketing expert who helps Accounting Firms increase their revenue to over $1M / €500k profit per partner whilst working less than 500 client hours. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The differences between the Australian and North American accounting markets.
Why the Australian accounting profession is more efficient than in the US.
What the Accountants Benchmark Report showed.
How to determine your ‘profit time index’.
The most important numbers to know in accounting firms.
The problems with charging by the hour.
How firms in North America can improve their efficiency.

Resources:

Connecting with Rob Nixon:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Ideal Client Profile

NxtStep — Mon, 27 Jun 2022 09:02:45 -0400

What is your firm's Ideal Client Profile? Your ICP is critical to find more prospects you can help with solving specific problems.

Read more - https://nxtstep.io/your-firms-ideal-client-profile/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Unique Selling Proposition

NxtStep — Sun, 26 Jun 2022 08:51:02 -0400

Why would a client choose your firm over another? That's your Unique Selling Proposition. So what's the USP for your firm?

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Grow your firm by 10X

NxtStep — Sat, 25 Jun 2022 08:19:44 -0400

How would you grow the bottom line of your firm by 10X? What if I told you that 1 out of 3 tasks done at your firm today was wasted effort?

Read more - https://nxtstep.io/how-to-grow-by-10x/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Selecting new software

NxtStep — Fri, 24 Jun 2022 08:48:37 -0400

How does your firm know when it's not too soon to purchase software from a new company? First, look at how they're funding operations.

Read more - https://nxtstep.io/selecting-software-for-your-firm/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Generating leads on demand

NxtStep — Thu, 23 Jun 2022 08:44:10 -0400

Is your firm dependent on referrals to grow? What if you could get more leads with the push of a button? Would that make it easier to grow?

Read more - https://nxtstep.io/generating-leads-on-demand/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Marketing your services

NxtStep — Wed, 22 Jun 2022 09:09:49 -0400

When marketing your services, do you describe them from your perspective or the clients? Here's why you need to market in their language.

Read more - https://nxtstep.io/marketing-your-services/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Your firm's website experience

NxtStep — Tue, 21 Jun 2022 12:26:58 -0400

Who does your firm's website speak to? Does it look like every other firm website or does it speak to solving client problems?

Read more - https://nxtstep.io/better-website-experience/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Getting Away From Hourly Billing with Digby Leigh

NxtStep — Mon, 20 Jun 2022 17:00:00 -0400

Digby Leigh has been working in law for over 30 years and founded his current firm Digby Leigh & Co in 2005.

Digby is also an expert on hourly billing and different billing models that can be used to move away from charging clients based solely on your time spent. He’s effectively used these in his firm to improve his staff's lives while keeping his customers happy. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The positive and negative aspects of using an hourly billing model.
What inspired Digby to move away from billing by the hour.
How to transition away from billing by the hour.
How moving away from billable hours encourages the creation of better systems.
How to use data analytics to measure the effectiveness of your billing model.
How to work out your pricing structure.

Resources:

Connecting with Digby Leigh:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Focus on outcomes

NxtStep — Mon, 20 Jun 2022 08:31:21 -0400

If you want to sell more at your firm, focus on delivering successful outcomes for your clients. Your clients don't care about your output.

Read more - https://nxtstep.io/selling-more-successfully/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Most profitable service

NxtStep — Sun, 19 Jun 2022 15:12:24 -0400

What is the most profitable service your firm offers? Here's a hint - high revenue and low amounts of invested time.

Read more - https://nxtstep.io/most-profitable-service/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Crazy hours problem

NxtStep — Sat, 18 Jun 2022 17:52:27 -0400

Why do firms in the accounting industry work ridiculous hours? Do you really want to work on nights and weekends? Let's fix it.

Read more - https://nxtstep.io/working-crazy-hours/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Tracking mental health

NxtStep — Fri, 17 Jun 2022 08:26:15 -0400

What is the current state of your team's mental health? Leverage tools for tracking and monitoring the mental health of your team.

Read more - https://nxtstep.io/tracking-mental-health/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Send a plant instead

NxtStep — Thu, 16 Jun 2022 09:38:32 -0400

Are you being invited to pointless meetings?

Data-driven work-life balance

NxtStep — Wed, 15 Jun 2022 09:16:05 -0400

Employees need a healthy work-life balance to be the most productive. Help your team find the right balance with a workplace analytics tool.

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Boosting the employee experience

NxtStep — Tue, 14 Jun 2022 09:19:45 -0400

Intelligent Automation can dramatically improve the employee experience. Let's talk about how much exactly and in which ways.

Read more - https://nxtstep.io/boost-employee-experience/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Offshore and Outsourcing Solutions with Jessica Freiburg

NxtStep — Mon, 13 Jun 2022 17:00:00 -0400

Jessica Freiburg has been with Sassetti for almost 20 years and became Managing Partner in 2021, where she provides strategic direction to the firm while overseeing daily operations, developing their employees, and working with clients across various service lines. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The challenges of balancing capacity with continued growth.
Different growth strategies.
Using offshore and outsourcing solutions to solve growth challenges.
The benefits of outsourcing data entry work.
How to measure the effectiveness of different growth strategies.
Areas within accounting that can be automated.
The amount of time you can free up with automation.
How we can shift from monotonous to engaging work.
Why it’s important to reassess your client base and how to do it.

Resources:

Connecting with Jessica Freiburg:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The most profitable employee

NxtStep — Mon, 13 Jun 2022 09:25:45 -0400

How profitable are the employees at your firm? Let's talk about this as a metric and what your firm can do to improve it.

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Firing clients

NxtStep — Sun, 12 Jun 2022 20:47:33 -0400

Should your firm consider firing clients? Let's start with a few reasons why you would and the impact it could have on your firm.

Read more - https://nxtstep.io/firing-clients/

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Fix retention to fix recruiting

NxtStep — Sat, 11 Jun 2022 11:16:10 -0400

If you don't fix the reason why people are leaving your firm then recruiting will continue to struggle. Here's how to improve.

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Know your numbers

NxtStep — Fri, 10 Jun 2022 11:10:49 -0400

Many firms don't know their numbers. Without this information you won't know how well your firm is performing or where to make improvements.

Want to boost the profitability of your firm without needing to hire?

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Shifting your mindset

NxtStep — Thu, 09 Jun 2022 10:39:48 -0400

Many firms are excited about automation and technology, but don't go into these projects with the right mindset. Allow me to explain.

Read more - https://nxtstep.io/shift-your-mindset/

Want to boost the profitability of your firm without needing to hire?
Sign up for my free 5 day video email course Bottleneck Buster - http://bottleneckbuster.com/

How and where to connect with Sean:

Website - https://nxtstep.io/
Daily List - https://nxtstep.io/daily/
Connect with Sean on LinkedIn - https://www.linkedin.com/in/sean-boyce/
Email Sean at sean@nxtstep.io

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Overwhelmed by choice

NxtStep — Wed, 08 Jun 2022 11:14:04 -0400

At Engage 2022 the amount of software available for accounting has grown A LOT. How do you prevent being overwhelmed by choice?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Getting pizza delivery wrong

NxtStep — Tue, 07 Jun 2022 10:45:00 -0400

If you have systems that don't talk to one another then you likely have many incomplete automations. Allow me to explain through an example.

Read more - https://nxtstep.io/incomplete-automation/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Transitioning Away From a Busy Season with Merina+Co’s Tonya Moffitt

NxtStep — Mon, 06 Jun 2022 17:00:00 -0400

Tonya Moffitt is the Managing Partner of Merina+Co where she performs and manages governmental audits. The firm prides itself in offering long-term careers, low turnover, and advancement opportunities with Tonya starting there as an intern and becoming a Partner by 31.

Tonya’s main passion is teaching and mentoring professionals on technical and soft skills. She wants to encourage others to build new competencies to create their own legacy, both professionally and personally. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

How Tonya stopped having a busy season in her firm.
The value of having a mission statement that your team really believes in.
How staff responded to Tonya ending municipal audits and pivoting towards 100% advisory and consultancy work.
The financial outcome of a firm focusing solely on advisory and consultancy work.
The benefits of letting staff work four ten-hour days and why Tonya’s firm offers staff a one-month sabbatical.
The importance of soft skills and having team members with leadership skills.
How to attract high-quality staff to your firm.
The impact Merina+Co is having on communities.

Resources:

Connecting with Tonya Moffitt:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

How to Evaluate Applications and Tech with Aiwyn’s Pat Morrell

NxtStep — Mon, 06 Jun 2022 17:00:00 -0400

Pat Morrell is a tech entrepreneur and leader, and the CRO at Aiwyn where they create practical, innovative solutions that drive real, measurable ROI for firms, and help them create superior experiences for their people and clients. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The challenges and rewards in working with a startup.
The advanced automation techniques and concepts that Aiwyn is capable of.
How Aiwyn helps create an easier and faster work-to-cash cycle.
The benefits CFOs and other staff get from Aiwyn’s automation capabilities.
The insights you can gain from leveraging Aiwyn.
How to best use data to fuel growth.
Ways to evaluate the usefulness of new applications and tech.

Resources:

Connecting with Pat Morrell:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Why your firm needs to be more proactive

NxtStep — Mon, 06 Jun 2022 12:25:54 -0400

The market is demanding more proactivity from accounting firms so why are so many firms still offering services reactively only?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Paying for a job half done

NxtStep — Sun, 05 Jun 2022 09:13:53 -0400

Does your mechanic hand your car back to you still broken expecting you to pay? Sounds crazy right? So why do accounting firms work this way?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Where your team really wants to focus

NxtStep — Sun, 05 Jun 2022 09:10:20 -0400

Your team wants to make a major impact on the performance of your firm. How can you put them in the best position to contribute?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

How to reinvest the time you get back

NxtStep — Sat, 04 Jun 2022 15:27:59 -0400

What should your firm do with the time you get back? Let's reinvest it to maximize the profitability of your firm.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

How to get the time back

NxtStep — Fri, 03 Jun 2022 08:42:18 -0400

How can your firm get back the time that's currently being wasted? Let's talk through three powerful options to make a BIG impact.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Where your time is wasting time

NxtStep — Thu, 02 Jun 2022 08:49:48 -0400

Most Managing Partners don't know where their team is wasting time. Follow this simple procedure to gather this enlightening information.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Will your team welcome automation

NxtStep — Tue, 31 May 2022 08:53:35 -0400

Your team is disengaged because they don't want to do 'busy work', but how would they feel if you were to automate that work away from them?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Automation Technology with Nividous’ Chris Hawn

NxtStep — Mon, 30 May 2022 17:00:00 -0400

Chris Hawn is the Managing Director for Nividous Software Solutions where he focuses on building out new markets for Nividous’ revolutionary Hyper-automation platform in North America.

Prior to working at Nividous, Chris helped to build and scale multiple emerging technology companies, and has a background in Asset Management where he has raised over a billion dollars in capital for various funds and alternative investments. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The ways Nividous helps companies automate repetitive tasks.
The extent technology can complete repetitive tasks.
Different areas bots can replace human workers in.
How bots can help humans focus on more critical work.
Why people are hesitant to embrace automation.
How automation technology will help transform some industries.
How to leverage new technologies in your firm.

Resources:

Connecting with Chris Hawn:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Automate away busy work

NxtStep — Mon, 30 May 2022 09:00:00 -0400

We spend 1/3 of our lives at work and 50% of that time is wasted. It's no wonder 85% of employees report being disengaged. Let's fix it.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Improving tools and resources

NxtStep — Sun, 29 May 2022 09:33:21 -0400

High-performing employees are 3X more likely to work for a firm that provides them with the tools and resources to maximize their efficiency.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Employee experience and profitability

NxtStep — Sat, 28 May 2022 14:28:20 -0400

Improving the employee experience at your firm can have a BIG impact on performance. It should also improve your firm's profitability.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Be better than ERP

NxtStep — Fri, 27 May 2022 08:44:54 -0400

The biggest productivity boost for your firm no longer comes from ERP systems. It's time to focus on Intelligent Automation instead.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Digital firm advantages

NxtStep — Thu, 26 May 2022 08:57:07 -0400

More firms in your industry are going digital. This means they can offer more of what your clients want. How should your firm respond?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Stronger competitive advantage

NxtStep — Wed, 25 May 2022 08:40:25 -0400

The benefits of adopting automation at your firm are significant. Most do so because it gives them a strong advantage over the competition.

Read more - https://nxtstep.io/strong-competitive-advantage/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Shorter payback periods

NxtStep — Tue, 24 May 2022 09:10:01 -0400

Digital transformation projects used to take years. Intelligent automation can provide your firm with a payback period of less than a year.

Read more - https://nxtstep.io/shorter-payback-period/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Firms are going digital

NxtStep — Mon, 23 May 2022 09:01:44 -0400

Firms are going digital at an accelerating pace. Digital workers are being hired faster than regular team members. Is your firm ready?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Successful firms are getting younger

NxtStep — Sun, 22 May 2022 09:32:29 -0400

Younger firms are achieving success more quickly. They are embracing going digital to the fullest extent. How should your firm respond?

Read more - https://nxtstep.io/successful-firms-getting-younger/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Profit per employee

NxtStep — Sat, 21 May 2022 08:59:23 -0400

How do you know if your firm is automating enough to keep up? I've found a metric that you can use to better answer this question.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Automation and job dissatisfaction

NxtStep — Fri, 20 May 2022 08:37:50 -0400

Americans fear that automation may replace them in the workforce. In reality, automation is expected to actually improve job satisfaction.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

US firms are 7 years behind

NxtStep — Thu, 19 May 2022 08:43:53 -0400

When it comes to running an effective accounting firm, the US is about 7 years behind AU. Let's talk about why and how your firm can catch up.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Employee disengagement at your firm

NxtStep — Wed, 18 May 2022 08:34:15 -0400

85% of employees are NOT engaged. This results in lost productivity of over $7 trillion each year. Here's how your firm can fix this problem.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Intelligent automation adoption

NxtStep — Tue, 17 May 2022 08:56:40 -0400

The adoption rate for Intelligent Automation is already over 50% which means if your firm hasn't yet then you're already behind.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The real value of opportunity cost

NxtStep — Mon, 16 May 2022 08:27:20 -0400

How great is the opportunity cost at your firm? Learn how I saved 2 FTEs and almost $500K per year on just one automation project.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

What is hyperautomation

NxtStep — Sun, 15 May 2022 10:15:00 -0400

What is hyperautomation and how will it disrupt the professional services industry? Let's discuss the history and key characteristics.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Adapt or die

NxtStep — Sat, 14 May 2022 09:51:29 -0400

Don't wait to invest in automation for your firm. Big changes are underway in your industry. Now is the time to adapt or die.

Read more - https://nxtstep.io/adapt-or-die/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Handling for errors when automating

NxtStep — Fri, 13 May 2022 08:47:15 -0400

The automation workflows your firm builds may have many steps. Ensure you handle unexpected errors gracefully to minimize downtime.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Building an automation with UI Path

NxtStep — Thu, 12 May 2022 08:34:26 -0400

Let's talk about the RPA tool UI Path. I'll explain the key steps in the process to build an automation using this tool at your firm.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Balancing a Healthy Lifestyle While Scaling Your Business with Future Firm’s Ryan Lazanis

NxtStep — Wed, 11 May 2022 17:00:00 -0400

Ryan Lazanis is the founder of Future Firm where they provide coaching & education to help systematize and scale your firm. Future Firm provides actionable advice that helps improve your firm when it comes to technology, marketing & practice management. Here are a few of the topics we’ll discuss in this episode:

Ryan’s motivation to start Future Firm after successfully building and selling a modern accounting practice
What transformation looks like for the firms and accountants he works with
Why your firm needs a strategic plan when it comes to resources and technology
The power of productizing your services and how to get started

Resources:

Connecting with Ryan Lazanis:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Automating the spreadsheet

NxtStep — Wed, 11 May 2022 08:37:08 -0400

Automation is making big changes in the industry, but the spreadsheet isn't going away. However, it is evolving and becoming more automated.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Not that kind of robot

NxtStep — Tue, 10 May 2022 08:30:03 -0400

Robotic Process Automation can significantly increase the leverage of your team. Let's talk about what these robots are and how to use them.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Different types of automation

NxtStep — Mon, 09 May 2022 08:54:40 -0400

Let's review two different types of automation and try to better understand through examples. We'll review attended and unattended automation.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

How to automate anything

NxtStep — Sun, 08 May 2022 08:35:18 -0400

What if your firm could automate all of your repetitive and time consuming work? How much more could you do with the team you already have?

Read more - https://nxtstep.io/automate-anything/

How and where to connect with Sean:

Bonus tip: automate whatever you were going to do today so you can spend more time with your mother! Happy Mother's Day to all the moms out there :).

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Upgrading technology

NxtStep — Sat, 07 May 2022 08:46:48 -0400

Does your firm need new technology? How do you know if your firm is upgrading for the right reason? How is this time going to be different?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Stop burning out your team

NxtStep — Fri, 06 May 2022 08:19:06 -0400

Does your accounting firm permit a culture of working crazy hours during busy season? Let's talk about why you need to fix this problem ASAP.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Motivating internal stakeholders

NxtStep — Thu, 05 May 2022 08:22:07 -0400

Is your team resistant to the improvements you want to make at your firm? Here's a strategy I've used to make this process go VERY well.

Read more - https://nxtstep.io/motivating-stakeholders/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Embrace the virtual workplace

NxtStep — Wed, 04 May 2022 08:57:05 -0400

Failing to embrace the virtual workplace may be costing your firm BIG. Let's talk about this developing trend to see how your firm stacks up.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Automation is NOT an expense

NxtStep — Tue, 03 May 2022 09:00:00 -0400

Automation and technology should NOT be thought of as expenses, but investments. How much ROI could your firm produce?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The Great Liberation with The Visionary Group’s Bob Lewis

NxtStep — Mon, 02 May 2022 17:00:00 -0400

Bob Lewis is the President of The Visionary Group and is one of Accounting Today's Top 100 Most Influential People in Accounting.

Bob focuses on building the Enterprise Value of CPA Firms using a process of mergers and acquisitions, succession planning, and refinement of a firm’s organic growth decisions. He has been exclusively supporting the CPA profession for over 25 years and collaborates with firms of any size including a few of the largest firms in the country. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

What ‘The Great Liberation’ is and what it means for the Accounting industry.
How to transition from a compliance-only approach to an advisory approach.
How to retain clients and reduce turnover rates.
The importance of focusing on building enterprise value and optimizing performance.
The problems operating agreements cause for firms.

Resources:

Connecting with Bob Lewis:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

How much automation is enough?

NxtStep — Mon, 02 May 2022 08:44:25 -0400

How do you know if your firm has invested enough in automation? Here's a strategy that works to help guide your firm.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Focusing on the symptoms

NxtStep — Sun, 01 May 2022 09:33:55 -0400

If you aren't focusing on the symptoms, you might end up building a solution for the wrong problem. Allow me to explain.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Automating in stages

NxtStep — Sat, 30 Apr 2022 08:36:06 -0400

Don't try to automate everything at your firm all at once. You risk rejection from your team which could cause your entire project to fail.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Making hiring harder

NxtStep — Fri, 29 Apr 2022 08:16:17 -0400

Is your firm trying to cling to old archaic rules of the past? If so, hiring for your firm is going to be WAY harder.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The hammer and nail problem

NxtStep — Thu, 28 Apr 2022 08:45:05 -0400

When reevaluating the technology tools and resources your firm needs ensure you aren't working with someone who suffers from the hammer and nail problem.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Motivating senior partners

NxtStep — Wed, 27 Apr 2022 08:51:53 -0400

Having trouble convincing senior partners at your firm that you should make improvements at your firm? Leverage this strategy to get results.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The cost of bad technology

NxtStep — Tue, 26 Apr 2022 08:33:38 -0400

Is your tech turning away clients? If so, you need to fix that problem ASAP.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Shiny Object Syndrome with Dan Hood

NxtStep — Mon, 25 Apr 2022 17:00:00 -0400

Dan Hood served as a business editor for the New York Daily News, and as a production editor for The Wall Street Journal Europe before joining Accounting Today as a managing editor.

He is now the editor-in-chief at Accounting Today, a role he has held for over 10 years. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

The role of technology in accounting and the areas it impacts.
How accountants work has changed over the years because of technology.
How the industry is responding to changes in technology.
Where firms are fitting technology into their decision-making process.
How to decide if a type of technology is right for your firm.
Exciting future trends for accounting.

Resources:

Accounting Today

Connecting with Dan Hood:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Improving operational efficiency

NxtStep — Mon, 25 Apr 2022 08:54:57 -0400

Even if your firm has tools that are effective, that doesn't mean they are efficient. What can you do to improve your operational efficiency?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Increasing leverage

NxtStep — Sun, 24 Apr 2022 12:27:21 -0400

What should your firm do if the tools you are currently using aren't getting the job done any longer? How do you increase your leverage?

Read more - https://nxtstep.io/increasing-leverage/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Effort vs impact

NxtStep — Sat, 23 Apr 2022 08:04:35 -0400

When it comes to strategy your firm should leverage effort vs impact. It's an incredibly effective way to maximize your ROI.

Read more - https://nxtstep.io/effort-vs-impact

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Is your firm behind the technology curve?

NxtStep — Fri, 22 Apr 2022 08:17:28 -0400

What should you do if your firm is behind the tech curve? How do you 'catch up' without overwhelming your team and making the problem worse?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

What Zillow got wrong

NxtStep — Thu, 21 Apr 2022 09:07:30 -0400

Zillow Offers took over $400 million in losses in Q3 of 2021 alone. Let's talk about what went wrong and what your firm can learn from it.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Where your firm is losing BIG money

NxtStep — Wed, 20 Apr 2022 08:44:15 -0400

Inefficiencies in your process are costing your firm BIG. Let’s talk about how to find them so you can eliminate them.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Transforming your firm into a trusted advisor

NxtStep — Tue, 19 Apr 2022 10:00:00 -0400

Clients are demanding more advisory services which means your firm needs to take a more proactive approach. Here's how you can do it.

Book a strategy session - https://nxtstep.io/session/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Selling Time vs. Selling a Product with John Warrillow

NxtStep — Mon, 18 Apr 2022 17:00:00 -0400

John Warrillow is the founder of The Value Builder System, host of Built To Sell Radio, and author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a Subscription Business in Any Industry, and The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

What makes a business valuable past just profitability and revenue.
Why entrepreneurs should view their role in their business as similar to being a parent.
The dangers of hourly billing.
How accounting firms can avoid the trap of billable hours.
Why productizing sales is more effective than selling time.
What an accounting productized service looks like.
How to create an accounting business that isn’t reliable on you.
How to create a good work-life balance while running an accounting firm.

Resources:

Connecting with John Warrillow:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Shaping the future accounting firm

NxtStep — Mon, 18 Apr 2022 09:11:37 -0400

BIG changes are happening in the accounting industry. Clients are demanding different services and your team is demanding different work. What does your firm need to do now to prepare for this future and retain the best talent?

Roadmap service - https://nxtstep.io/roadmap/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Calculating the ROI of automation

NxtStep — Sun, 17 Apr 2022 09:50:04 -0400

You know your firm can benefit from investing in automation, but how do you decide what to automate? Let’s talk about calculating the ROI of automation.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

How to automate by ROI

NxtStep — Sat, 16 Apr 2022 08:12:54 -0400

Let’s talk about how to develop an effective strategy to maximize your firm’s return on investment when it comes to benefiting from what automation and technology has to offer.

Read more - https://nxtstep.io/automate-by-roi/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Automation requires quality data

NxtStep — Fri, 15 Apr 2022 08:50:20 -0400

Just like putting a collection together, you might have some of the pieces, but not all. What does your firm need to do to make sure it has all the data it needs to realize the full potential of automation technologies?

Read more - https://nxtstep.io/gathering-the-data-you-need/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Dealing with messy data

NxtStep — Thu, 14 Apr 2022 08:42:59 -0400

Automation makes big promises, but needs access to quality data in electronic format to perform its magic. So what does your firm need to do if you have data in a ton of different formats including physical paper and even in different sizes like receipts?

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The audit quality problem

NxtStep — Wed, 13 Apr 2022 09:26:50 -0400

Big 4 firms have experienced major issues performing audit service for firms in India in recent years that has left them dealing with scandals and fighting off multi-year bans, big fines and even criminal charges. Let’s talk about the real problem and how we can turn it around.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Boosting productivity with intelligent agents

NxtStep — Tue, 12 Apr 2022 09:32:59 -0400

Learning by example is powerful. That’s why we teach intelligent agents the same way. Learn more about how your accounting team can get 10X more work done in half the time with the productivity boost made possible through intelligent agents.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Leveraging Technology with Bill Haase

NxtStep — Mon, 11 Apr 2022 17:00:00 -0400

Bill Haase is a retirement strategist, radio host, and expert in financial literacy who has been working in finance for over 35 years.

Bill focuses on providing financial literacy and planning for individuals and business owners so they can meet their aims and goals. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

How technology and innovation has changed over time
The legitimacy of concerns around advancing tech and AI.
How to best leverage technology.
What causes businesses to implement the wrong types of software or technology.
The importance of using specialists in areas that aren’t your expertise.
Problems corporations create for themselves.
How Bill helps business owners with their financial literacy.
The growing business of e-learning.
The need there is for young people to have a proper financial education.

Resources:

Connecting with Bill Haase:

Connecting with the host:

Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Why is your firm adding consulting services?

NxtStep — Mon, 11 Apr 2022 08:26:29 -0400

A popular trend in the accounting industry is to add additional consulting services to boost top line revenue. I want to talk about whether or not this strategy is making your firm stronger or weaker. I’ll also suggest an alternative strategy that could provide your firm with what you really need.

Read more - https://nxtstep.io/adding-consulting-services/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Your firm needs better leverage

NxtStep — Sun, 10 Apr 2022 08:41:49 -0400

When I was a cashier in high school the lines of customers only seemed to get longer. Now with self-checkout the customer experience is much improved. Similarly, accounting firms need solutions with better leverage than simply hiring more accountants.

Read more - https://nxtstep.io/stop-hiring-more-accountants/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Detecting bias in audit

NxtStep — Sat, 09 Apr 2022 09:50:57 -0400

Can intelligent automation help accounting firms detect bias when performing an audit? Let’s talk about the Deloitte/Autonomy scandal from 2019 to learn more about what could have been done with modern technology to prevent one of the biggest accounting scandals in British corporate history.

More on this topic: https://nxtstep.io/detecting-bias-in-audit/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Cloud computing for accounting

NxtStep — Fri, 08 Apr 2022 08:35:36 -0400

You’re hearing more about cloud computing. Let’s talk more about what it is, see some examples and learn more about why your accounting firm should be converting your whole technology stack to cloud tools ASAP.

For more on this topic: https://nxtstep.io/benefits-of-cloud-computing/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The future of audit

NxtStep — Thu, 07 Apr 2022 08:44:40 -0400

There’s a lot of buzz around automation and technology disrupting audit in a major way. I want to talk more about when the bigger changes are expected to arrive and what you need to do to prepare your team to be ready when they get here.

More details on this topic: https://nxtstep.io/the-future-of-audit/

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

The accountant from the future

NxtStep — Wed, 06 Apr 2022 08:38:04 -0400

What skills will your accounting team need to meet the coming technology revolution that’s disrupting your industry? A whole lot of tech would be a great place to start. Let’s talk about what your firm needs to do to get a head start here.

How and where to connect with Sean:

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

No code automation tools

NxtStep — Tue, 05 Apr 2022 08:44:50 -0400

Occasionally your firm will want to take automation further than connecting a few dots. If so, I’d encourage you to take a closer look at ‘no code’ development platforms like Bubble. These tools provide you with everything you need in one package to get started with building something that’s customized for your firm.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

What does it mean to be human?

NxtStep — Mon, 04 Apr 2022 09:30:00 -0400

Elements of the Turing test have been thought to be the gold standard for validating whether or not we’ve achieved legitimate forms of artificial intelligence. Turns out some of those elements may need some updating based on more recent advancements.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Automation is a step by step process

NxtStep — Sun, 03 Apr 2022 08:50:32 -0400

Automation isn’t going to change everything about how your accounting firm operates overnight. It will be a lengthy process that will happen in stages over the course of years. Allow me to share a story about the self-driving car as an example.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Connecting systems together

NxtStep — Sat, 02 Apr 2022 08:41:06 -0400

Have you ever thought it would be great if this system could talk to that one? If so, I have good news for you. Increasingly so, that answer is yes thanks to tools like zapier. Let’s talk about how you can make a BIG impact with little effort by leveraging this automation tool.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

A better way to audit

NxtStep — Fri, 01 Apr 2022 09:49:32 -0400

Audits used to cover only a sample of a company's data when checking for errors and fraud. With advancements in machine learning from neural networks and deep learning, audit teams will be able to check ALL the data in half the time.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Neural networks and deep learning

NxtStep — Thu, 31 Mar 2022 09:14:02 -0400

We borrow designs from nature all the time. Let’s talk about how this applies to neural networks and deep learning so we can better understand these concepts.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Will automation make auditors lazy?

NxtStep — Wed, 30 Mar 2022 09:09:09 -0400

A recent report from the Public Company Accounting Oversight Board (PCAOB) included concerns about automation making auditors lazy. Is it true?

Well, first let’s talk about what’s being automated and how that’s expected to impact the work auditors perform and the value they deliver.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Automatic fraud detection

NxtStep — Tue, 29 Mar 2022 09:02:51 -0400

How can machine learning automatically detect fraud? Allow me to share an example of how this technology could help you put more puzzles together in less time.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Effectiveness before efficiency

NxtStep — Sat, 26 Mar 2022 09:50:46 -0400

Remember back in the day when your coach would tell you to keep your eye on the ball? I'd like to talk about why that strategy is so common and the modern day equivalent I see working with firms to help them achieve their goals with technology.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

How to save $25B

NxtStep — Fri, 25 Mar 2022 08:48:22 -0400

When I was younger I learned the value of being able to teach myself. Today, we're able to leverage the power of this concept at a level never before thought possible with machine learning. I'll share how VISA used a version of this technology to save their company $25B in one year alone.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Survey of 200 CFOs

NxtStep — Thu, 24 Mar 2022 08:35:54 -0400

The results from a recent survey of 200 CFOs are telling in terms of the current status of the accounting and finances industries and where it expects to be by the end of this year. Tune in to see how your firm stacks up against the competition.

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Corporate audit prediction

NxtStep — Wed, 23 Mar 2022 09:15:15 -0400

The fourth industrial revolution is upon us and the focus is on automating cognitive work. This is going to mean big changes for the accounting industry. One prediction is that by 2025 - 1 out of 3 corporate audits is going to be completed by AI. Is your firm ready?

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Training digital workers

NxtStep — Tue, 22 Mar 2022 19:40:50 -0400

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Welcome to Accounting Automation

NxtStep — Tue, 22 Mar 2022 19:20:50 -0400

How and where to connect with Sean.

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/