Posted by & filed under Growing Your Firm Podcast, Growth, Workflow Excellence.

In this podcast, our guest is Arianna Campbell, the director of Boomer Consulting. She provides direction and guidance for multiple phases of a firm’s business, focusing primarily on Lean Six Sigma consulting, facilitation, and internal continuous improvement projects. Arianna’s name has popped up all over the ecosystem, and I am confident that she will provide… Read more »

Posted by & filed under Accountant, Growing Your Firm Podcast, Growth.

On this week’s Growing Your Firm podcast, we welcome back Rob Nixon for a third time. Rob recently wrote a book, The Wealthy Accountant, which teaches accountants how they can earn more than $1M profit per partner after tax each year while working fewer than 500 hours. We talked about five questions you can use… Read more »

Posted by & filed under Growth, Team Management, Workflow Excellence.

the liberating guide to adopting new tech for accountants

It’s easy to get excited about adding new tools to your firm’s tech stack. What isn’t always fun, though, is setting up the new tool, getting used to a new workflow, and communicating your expectations and needs to your team. Adopting new tools has challenges for everyone, even the most tech-savvy among us. Speaking as… Read more »

Posted by & filed under Accountant, Growing Your Firm Podcast, Workflow Excellence.

While many of us have been working remotely for the past few months, not all of us have experienced remote work in our own terms. Long before the stay at home mandate, there was a magical group of individuals who chose to work remotely, from anywhere in the world. These digital nomads are people who… Read more »

Posted by & filed under Accountant, Growth, Workflow Excellence.

As ambitious leaders, we often look to and emulate the habits of highly productive people. What secret sauce do these unicorns consume daily that leads to their success? Some high performance people will write articles, social media posts, or vlog their days that look like this: I wake up at 2am for a two-hour HIIT… Read more »

Posted by & filed under Accountant, Growth, Workflow Excellence.

Use These Automation Tools for an Unstoppable Accounting Firm

You’re an accounting professional with some degree of success at your firm. You’ve got a high degree of skill and experience already, but you’re looking to take your workflow game to the next level. You’re certain automation is the ticket to that next level of efficiency and scalability at your firm. Every firm in the… Read more »

Posted by & filed under Growing Your Firm Podcast, Growth.

One problem that many accountants face when growing their business is improving their sales skills. Without excellent sales skills in your organization, it’s hard to convince people that they need your services. But how do you sell without appearing pushy? In this week’s Growing Your Firm podcast, we’ll be talking with Nikki Rausch. Nikki’s the… Read more »

Posted by & filed under Team Management, Workflow Excellence.

kill wasted time in your meeting with timeboxing- woman using laptop and taking notes happily working from home

Timeboxing can help keep you,your coworkers, and your clients on task and avoid an amazing amount of wasted time. It may be tough to do at first, but it’s an excellent time management technique. Have you ever been stuck in a meeting that went nowhere? You can feel your productivity drain out of your brain… Read more »

Posted by & filed under Growing Your Firm Podcast, Workflow Excellence.

In this week’s Growing Your Firm podcast, we’re welcoming back Seth David, owner of Nerd Enterprises, Inc. He specializes in online software consulting and training to help businesses use social media tools, web video, and automation. His company has helped over 20,000 small business owners in the accounting space. In this podcast, we’re going to… Read more »

Posted by & filed under Hiring, Team Management, Workflow Excellence.

For thousands of years, humans have dreamed of getting work done without requiring humans to do the work. This is the basic principle behind automation; it’s getting work done with little-to-no human intervention. We’ve been achieving for as long as we’ve been trying. Automation often sounds like the best solution for any inefficient process in… Read more »