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

Accounting Automation

#MBA #Business #News #Tech News #Sean Boyce #Accounting #Automation #Technology

26:28

Squid Game is back—and this time, the knives are out. In the thrilling Season 3 premiere, Player 456 is spiraling and a brutal round of hide-and-seek forces players to kill or be killed. Hosts Phil Yu and Kiera Please break down Gi-hun’s descent into vengeance, Guard 011’s daring betrayal of the Game, and the shocking moment players are forced to choose between murdering their friends… or dying. Then, Carlos Juico and Gavin Ruta from the Jumpers Jump podcast join us to unpack their wild theories for the season. Plus, Phil and Kiera face off in a high-stakes round of “Hot Sweet Potato.” SPOILER ALERT! Make sure you watch Squid Game Season 3 Episode 1 before listening on. Play one last time. IG - @SquidGameNetflix X (f.k.a. Twitter) - @SquidGame Check out more from Phil Yu @angryasianman , Kiera Please @kieraplease and the Jumpers Jump podcast Listen to more from Netflix Podcasts . Squid Game: The Official Podcast is produced by Netflix and The Mash-Up Americans.…

3 years ago 35:29

MP3•Episode home

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

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

Resources:

Connecting with Byron Patrick:

Connecting with the host:

Sean Boyce on LinkedIn

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

140 episodes

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

Accounting Automation

published 3 years ago

MP3•Episode home

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

Resources:

Connecting with Byron Patrick:

Connecting with the host:

Sean Boyce on LinkedIn

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

140 episodes

#MBA #Business #News #Tech News #Sean Boyce #Accounting #Automation #Technology

All episodes

Accounting Automation

1
How the Scarcity of Accountants Will Affect the Future of Accounting with Realize’s Jason Staats 33:16

3 years ago33:16

33:16

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: LinkedIn Twitter 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/…

Accounting Automation

1
Connecting Systems and Creating a Tech Stack with Wendroff & Associates, CPA’s Brian Wendroff 28:18

3 years ago28:18

28:18

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: LinkedIn Email 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/…

Accounting Automation

1
Public Accounting vs. Industry Accounting with Kaiser Permanente’s Okorie Ramsey 36:30

3 years ago36:30

36:30

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: LinkedIn 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/…

Accounting Automation

1
The Benefits of Being a CPA with Fieldguide’s Byron Patrick 35:29

3 years ago35:29

35:29

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: LinkedIn Twitter Email 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/…

Accounting Automation

1
What Data Scientists Can Do for Your Firm with K2 Enterprises’ Randy Johnston 33:53

3 years ago33:53

33:53

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: LinkedIn Email 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/…

Accounting Automation

1
Implementing Organizational Change with Will Hill 31:35

3 years ago31:35

31:35

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: LinkedIn 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/…

Accounting Automation

1
Remote Working Security with IntrapriseTechKnowlogies’ Donny Shimamoto 32:58

3 years ago32:58

32:58

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: LinkedIn 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/…

Accounting Automation

1
How the Blockchain is Affecting Accounting and Finance with Dr. Sean Stein Smith 29:32

3 years ago29:32

29:32

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: LinkedIn Forbes Twitter 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/…

Accounting Automation

1
Cybersecurity for Accountants with Right Networks’ Roman Kepczyk 39:45

3 years ago39:45

39:45

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: LinkedIn 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/…

Accounting Automation

1
Becoming a Change Agent for Accountants with Aprio’s Mike Maksymiw 36:42

3 years ago36:42

36:42

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: LinkedIn Email 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/…

Accounting Automation

1
From CPA Employee to CPA Business Owner with Geraldine Carter 35:58

3 years ago35:58

35:58

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: LinkedIn Website Email 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/…

Accounting Automation

1
What your client isn't saying 2:09

3 years ago2:09

2:09

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/…

Accounting Automation

1
Making it harder for clients to pay 2:47

3 years ago2:47

2:47

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/…

Accounting Automation

1
You can't fight technology 2:06

3 years ago2:06

2:06

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/…

Accounting Automation

1
When to raise prices 3:30

3 years ago3:30

3:30

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/…

Accounting Automation

1
Evaluating customer service 2:47

3 years ago2:47

2:47

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/…

Accounting Automation

1
The Value of a Subscription Pricing Model with Earmark CPE’s Blake Oliver 43:52

3 years ago43:52

43:52

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: LinkedIn Email 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/…

Accounting Automation

1
Consistent client communication 2:30

3 years ago2:30

2:30

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/…

Accounting Automation

1
Ultimate competitive advantage 1:20

3 years ago1:20

1:20

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/…

Accounting Automation

1
The customer service problem 2:51

3 years ago2:51

2:51

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/…

Accounting Automation

1
Accounting industry client complaints 2:45

3 years ago2:45

2:45

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/…

Accounting Automation

1
Identifying the opportunity 2:18

3 years ago2:18

2:18

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/…

Accounting Automation

1
Your client hates your portal 2:27

3 years ago2:27

2:27

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/…

Accounting Automation

1
Tech and turnover 1:54

3 years ago1:54

1:54

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/…

Accounting Automation

1
Bringing New AI tools Into Your Firm with Ross Buehler Falk & Company’s Jeff Bleacher 39:23

3 years ago39:23

39:23

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: LinkedIn Email 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/…

Accounting Automation

1
Wasted effort 2:05

3 years ago2:05

2:05

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/…

Accounting Automation

1
Design the firm of your dreams 1:41

3 years ago1:41

1:41

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/…

Accounting Automation

1
Reading efficiency hacking 2:35

3 years ago2:35

2:35

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/…

Accounting Automation

1
Accounting industry disruption 2:18

3 years ago2:18

2:18

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/…

Accounting Automation

1
[Webinar] Boost firm profit without hiring 2:11

3 years ago2:11

2:11

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/…

Accounting Automation

1
The hourly billing trap 2:41

3 years ago2:41

2:41

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/…

Accounting Automation

1
Unpredictable lead volume 1:49

3 years ago1:49

1:49

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/…

Accounting Automation

1
How Australian Accounting Firms are Ahead of The US with Rob Nixon 34:15

3 years ago34:15

34:15

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: LinkedIn 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/…

Accounting Automation

1
Ideal Client Profile 2:03

3 years ago2:03

2:03

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/…

Accounting Automation

1
Unique Selling Proposition 1:53

3 years ago1:53

1:53

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/…

Accounting Automation

1
Grow your firm by 10X 1:37

3 years ago1:37

1:37

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/…

Accounting Automation

1
Selecting new software 3:40

3 years ago3:40

3:40

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/…

Accounting Automation

1
Generating leads on demand 2:02

3 years ago2:02

2:02

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/…

Accounting Automation

1
Marketing your services 2:26

3 years ago2:26

2:26

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/…

Accounting Automation

1
Your firm's website experience 1:38

3 years ago1:38

1:38

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/…

Accounting Automation

1
Getting Away From Hourly Billing with Digby Leigh 37:52

3 years ago37:52

37:52

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: LinkedIn 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/…

Accounting Automation

1
Focus on outcomes 1:46

3 years ago1:46

1:46

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/…

Accounting Automation

1
Most profitable service 2:57

3 years ago2:57

2:57

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/…

Accounting Automation

1
Crazy hours problem 2:26

3 years ago2:26

2:26

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/…

Accounting Automation

1
Tracking mental health 2:25

3 years ago2:25