Accounting Automation: Recent Episodes
NxtStep
Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
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:
- Realize
- QuickBooks
- TurboTax
- NxtStep
Connecting with Jason Staats:
- Website
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/
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:
- Wendroff & Associates
- QuickBooks
- Zoom
- Gmail
- Slack
- Zapier
- Built to Sell
- The E-Myth Revisited
- NxtStep
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/
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:
- Kaiser Permanente
- AICPA
- Harvard Business Review
- NxtStep
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/
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:
- Fieldguide
- Maryland Association of Certified Public Accountants
- NxtStep
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/
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:
- K2 Enterprises
- Network Management Group, Inc.
- Rewind
- SkyKick
- Power Automate
- 4 Impact Data
- NxtStep
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/
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:
- Will Hill Consults
- Getting Clients to Change
- Culling the Client List
- NxtStep
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/
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:
- IntrapriseTechKnowlogies
- Center for Accounting Transformation
- NxtStep
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/
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:
- AICPA
- NxtStep
Connecting with Dr. Sean Stein Smith:
- Forbes
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/
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:
- Right Networks
- NxtStep
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/
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:
- Aprio
- AICPA Leadership Academy
- The Big Leap
- EQ vs. IQ
- Delivering Happiness
- The Happiness Project
- NxtStep
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/
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:
- Business Strategy for CPAs Podcast
- She Thinks Big Coaching
- NxtStep
Connecting with Geraldine Carter:
- Website
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/
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?
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/
Is your firm making it harder for your clients to pay you? If so, you need to drop everything and fix that problem ASAP.
Read more - https://nxtstep.io/daily/client-payment-issues/
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/
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?
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/
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?
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/
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?
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/
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:
- Earmark CPE
- QuickBooks
- Xero
- Cloud Accounting Podcast
- Quip
- TurboTax
- NxtStep
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/
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?
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/
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?
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/
Tech people get a bad name or their customer service skills. You know where this problem is worse? Accounting.
Read more - https://nxtstep.io/accounting-customer-service-stinks/
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/
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?
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/
You want to make improvements at your firm across the board. How do you know which one you should upgrade first to maximize impact?
Read more - https://nxtstep.io/biggest-firm-opportunity/
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/
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?
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/
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?
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/
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:
- Ross Buehler Falk & Company
- DocuSign
- SentientSystem
- NxtStep
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/
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?
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/
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?
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/
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?
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/
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?
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/
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.
Read more - https://nxtstep.io/firm-profitability-webinar/
Webinar signup - https://www.crowdcast.io/e/boost-firm-profit/register
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/
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?
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/
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?
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/
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:
- Accountants Benchmark Report
- The Wealthy Accountant
- NxtStep
Connecting with Rob Nixon:
- Website
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 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?
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/
Why would a client choose your firm over another? That's your Unique Selling Proposition. So what's the USP for your firm?
Read more - https://nxtstep.io/unique-selling-proposition/
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/
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?
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/
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?
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/
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?
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/
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?
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/
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?
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/
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:
- Digby Leigh & Co.
- Ditching Hourly
- AltFee Solutions
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/
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?
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/
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?
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/
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?
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/
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?
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/
Employees need a healthy work-life balance to be the most productive. Help your team find the right balance with a workplace analytics tool.
Read more - https://nxtstep.io/workplace-analytics/
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/
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?
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/
Jessica Freiberg has been the Managing Partner of Sassetti for almost 20 years, 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:
- Sassetti
- NxtStep
Connecting with Jessica Freiberg:
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 profitable are the employees at your firm? Let's talk about this as a metric and what your firm can do to improve it.
Read more - https://nxtstep.io/most-profitable-employee/
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/
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?
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/
If you don't fix the reason why people are leaving your firm then recruiting will continue to struggle. Here's how to improve.
Read more - https://nxtstep.io/fix-retention-to-fix-recruiting/
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/
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.
Read more - https://nxtstep.io/know-your-numbers/
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/
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/
At Engage 2022 the amount of software available for accounting has grown A LOT. How do you prevent being overwhelmed by choice?
Read more - https://nxtstep.io/overwhelemed-by-choice/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Merina+Co
- Extreme Ownership
- Difficult Conversations
- Burnout
- NxtStep
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/
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:
- Aiwyn
- Accounting Today
- NxtStep
- Mutual Learning
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/
The market is demanding more proactivity from accounting firms so why are so many firms still offering services reactively only?
Read more - https://nxtstep.io/proactive-vs-reactive/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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?
Read more - https://nxtstep.io/half-done-job/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 team wants to make a major impact on the performance of your firm. How can you put them in the best position to contribute?
Read more - https://nxtstep.io/engaging-work/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
What should your firm do with the time you get back? Let's reinvest it to maximize the profitability of your firm.
Read more - https://nxtstep.io/reinvest-the-time/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 can your firm get back the time that's currently being wasted? Let's talk through three powerful options to make a BIG impact.
Read more - https://nxtstep.io/getting-the-time-back/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 Managing Partners don't know where their team is wasting time. Follow this simple procedure to gather this enlightening information.
Read more - https://nxtstep.io/wasting-time/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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?
Read more - https://nxtstep.io/welcoming-automation/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- NxtStep
- Nividous
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/
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.
Read more - https://nxtstep.io/automate-busy-work/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
High-performing employees are 3X more likely to work for a firm that provides them with the tools and resources to maximize their efficiency.
Read more - https://nxtstep.io/improving-tools-and-resources/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Improving the employee experience at your firm can have a BIG impact on performance. It should also improve your firm's profitability.
Read more - https://nxtstep.io/improving-employee-experience/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 biggest productivity boost for your firm no longer comes from ERP systems. It's time to focus on Intelligent Automation instead.
Read more - https://nxtstep.io/out-with-erp/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
More firms in your industry are going digital. This means they can offer more of what your clients want. How should your firm respond?
Read more - https://nxtstep.io/digital-business-advantages/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Firms are going digital at an accelerating pace. Digital workers are being hired faster than regular team members. Is your firm ready?
Read more - https://nxtstep.io/firms-are-going-digital/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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.
Read more - https://nxtstep.io/profit-per-employee/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Americans fear that automation may replace them in the workforce. In reality, automation is expected to actually improve job satisfaction.
Read more - https://nxtstep.io/dont-fear-automation/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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.
Read more - https://nxtstep.io/us-vs-au/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
Read more - https://nxtstep.io/employee-engagement/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 adoption rate for Intelligent Automation is already over 50% which means if your firm hasn't yet then you're already behind.
Read more - https://nxtstep.io/intelligent-automation-adoption/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 great is the opportunity cost at your firm? Learn how I saved 2 FTEs and almost $500K per year on just one automation project.
Read more - https://nxtstep.io/opportunity-cost/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
What is hyperautomation and how will it disrupt the professional services industry? Let's discuss the history and key characteristics.
Read more - https://nxtstep.io/what-is-hyperautomation/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 automation workflows your firm builds may have many steps. Ensure you handle unexpected errors gracefully to minimize downtime.
Read more - https://nxtstep.io/handling-for-errors/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
Read more - https://nxtstep.io/building-uipath-automation/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Future Firm
- Future Firm Newsletter
- NxtStep
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/
Automation is making big changes in the industry, but the spreadsheet isn't going away. However, it is evolving and becoming more automated.
Read more - https://nxtstep.io/automating-the-spreadsheet/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Robotic Process Automation can significantly increase the leverage of your team. Let's talk about what these robots are and how to use them.
Read more - https://nxtstep.io/not-that-kind-of-robot/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Let's review two different types of automation and try to better understand through examples. We'll review attended and unattended automation.
Read more - https://nxtstep.io/attended-vs-unattended-automation/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- Email Sean at sean@nxtstep.io
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/
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?
Read more - https://nxtstep.io/technology-you-need/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
Read more - https://nxtstep.io/stop-burnout/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
Read more - https://nxtstep.io/embrace-the-virtual-world/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Automation and technology should NOT be thought of as expenses, but investments. How much ROI could your firm produce?
Read more - https://nxtstep.io/automation-is-an-investment
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- The Visionary Group
- Accounting Today
- Advisory Officer
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 do you know if your firm has invested enough in automation? Here's a strategy that works to help guide your firm.
Read more - https://nxtstep.io/how-much-automation-is-enough/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
If you aren't focusing on the symptoms, you might end up building a solution for the wrong problem. Allow me to explain.
Read more - https://nxtstep.io/focus-on-the-symptoms/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
Read more - https://nxtstep.io/automating-in-stages/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
Read more - https://nxtstep.io/making-hiring-harder/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 reevaluating the technology tools and resources your firm needs ensure you aren't working with someone who suffers from the hammer and nail problem.
Read more - https://nxtstep.io/hammer-and-nail
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Having trouble convincing senior partners at your firm that you should make improvements at your firm? Leverage this strategy to get results.
Read more - https://nxtstep.io/low-hanging-fruit/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Is your tech turning away clients? If so, you need to fix that problem ASAP.
Read more - https://nxtstep.io/bad-tech-turns-away-clients/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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/
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?
Read more - https://nxtstep.io/improving-operational-efficiency/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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?
Read more - https://nxtstep.io/being-behind-the-tech-curve/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
Read more - https://nxtstep.io/where-zillow-went-wrong/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Inefficiencies in your process are costing your firm BIG. Let’s talk about how to find them so you can eliminate them.
Read more - https://nxtstep.io/where-your-firm-is-losing-money/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
Clients are demanding more advisory services which means your firm needs to take a more proactive approach. Here's how you can do it.
Read more - https://nxtstep.io/positioning-your-firm-trusted-advisor
Book a strategy session - https://nxtstep.io/session/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Built To Sell
- The Automatic Customer
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/
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?
Read more - https://nxtstep.io/shaping-the-future-firm/
Roadmap service - https://nxtstep.io/roadmap/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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.
Read more - https://nxtstep.io/calculating-the-roi-of-automation/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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?
Read more - https://nxtstep.io/dealing-with-messy-data/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
Read more - https://nxtstep.io/audit-quality-problem/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
Read more - https://nxtstep.io/training-intelligent-agents/
How and where to connect with Sean:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Innovative Strategies
- The Fourth Industrial Revolution
- NxtStep
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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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’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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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:
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/
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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 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.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 and where to connect with Sean.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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 and where to connect with Sean.
- Website
- Daily List
- YouTube
- Connect with Sean on LinkedIn
- 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/