Most think that automation is the key to scale an accounting firm. In some cases though, it's not. How much automation does your firm need?

How Much Automation Does Your Firm Need?

An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.

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Discovery calls are set up with potential clients to assess and secure new business. Learn what you need to focus on to be more successful.

The 4 Goals of Your Discovery Calls

A lot of firms struggle with their marketing. In this episode, I shared a marketing strategy that might be inefficient but works.

The Inefficient Marketing Strategy That Works

When I was running Xen Accounting, I also had my fair share of mistakes. Check out these mistakes and what should I have done instead.

5 Naive Mistakes I Made As A Firm Owner

Explore common client frustrations with accounting firms and learn how to avoid them. Get actionable advice in this episode.

6 Things Your Clients Hate About Your Accounting Firm

Designing an effective sales process can be tough. In this episode, I'll explain what my sales process looked like and why I made it that way.

How Much Automation Does Your Firm Need?

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