Send us a text

Ever wondered how a small CPA firm can handle a large workload efficiently and produce record breaking profits? This episode is your gateway to understanding the secret sauce behind our firm's growth and productivity. In this episode we share basic tools like phone apps and spreadsheets to advanced solutions like monday.com.

Discover how adopting the right tools can significantly enhance your business's efficiency and profitability.

A favorite tool of ours is Calendly. Learn how integrating this scheduling tool not only streamlined our appointment process but also reduced no-shows and ensured upfront payments.

This episode covers the significance of gradually implementing efficient business practices over the years. By staying organized and finding creative ways to cut down on time, we've managed to grow our client base while maintaining high-quality service.

Don't miss out on these valuable tips that can transform your business!

Here are the products mentioned in the episode that we use and love :
Calendly - for booking meetings
Flodesk - for emailing customers
Nextivia - For internet phone system
Square - for invoicing, payroll, and more!

Support the show

Create a STAN Store - Click here to try it out!

Here's where you can find us!

Shop our business guides!

Our Instagram Page

Our family page