3 Steps to a More Efficient Accounting Firm

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 »

10 Business-Changing Lessons We Learned From the Cloud Accounting Summit

Posted by & filed under Marketing for Accountants, Team Management, Workflow Excellence.

We had an amazing time hosting the first ever virtual Cloud Accounting Summit. Not only did we learn a ton about how to run a virtual summit, but we also gained some valuable information from the guest speakers who made the event a success. Full summit replay Top 10 Takeaways from the Cloud Accounting Summit… Read more »

How to Charge 80% More & do 25% Less Accounting Work

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

Jackie Meyer, Founder of Meyer Tax Consulting, is back on the show with more advice on creating the ideal accounting firm. Last time, she talked about increasing her revenues 35% adding tax planning services. This time around, she’s here to reveal how she’s cut her client base from up to 300 to under 100. Yet,… Read more »