Does your firm need new technology? How do you know if your firm is upgrading for the right reason? How is this time going to be different?

Read more - https://nxtstep.io/technology-you-need/

How and where to connect with Sean:

• Website
• Daily List
• YouTube
• Connect with Sean on LinkedIn
• Email Sean at [email protected]

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

Does your accounting firm permit a culture of working crazy hours during busy season?  Let's talk about why you need to fix this problem ASAP.

Read more - https://nxtstep.io/stop-burnout/

How and where to connect with Sean:

• Website
• Daily List
• YouTube
• Connect with Sean on LinkedIn
• Email Sean at [email protected]

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

Is your team resistant to the improvements you want to make at your firm? Here's a strategy I've used to make this process go VERY well.

Read more - https://nxtstep.io/motivating-stakeholders/

How and where to connect with Sean:

• Website
• Daily List
• YouTube
• Connect with Sean on LinkedIn
• Email Sean at [email protected]

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

Failing to embrace the virtual workplace may be costing your firm BIG. Let's talk about this developing trend to see how your firm stacks up.

Read more - https://nxtstep.io/embrace-the-virtual-world/

How and where to connect with Sean:

• Website
• Daily List
• YouTube
• Connect with Sean on LinkedIn
• Email Sean at [email protected]

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

Automation and technology should NOT be thought of as expenses, but investments.  How much ROI could your firm produce?

Read more - https://nxtstep.io/automation-is-an-investment

How and where to connect with Sean:

• Website
• Daily List
• YouTube
• Connect with Sean on LinkedIn
• Email Sean at [email protected]

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

Bob Lewis is the President of The Visionary Group and is one of Accounting Today's Top 100 Most Influential People in Accounting.

Bob focuses on building the Enterprise Value of CPA Firms using a process of mergers and acquisitions, succession planning, and refinement of a firm’s organic growth decisions. He has been exclusively supporting the CPA profession for over 25 years and collaborates with firms of any size including a few of the largest firms in the country. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• What ‘The Great Liberation’ is and what it means for the Accounting industry.
• How to transition from a compliance-only approach to an advisory approach.
• How to retain clients and reduce turnover rates.
• The importance of focusing on building enterprise value and optimizing performance.
• The problems operating agreements cause for firms.

Resources:

• The Visionary Group
• Accounting Today
• Advisory Officer

Connecting with Bob Lewis:

• 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/

How do you know if your firm has invested enough in automation?  Here's a strategy that works to help guide your firm.

Read more - https://nxtstep.io/how-much-automation-is-enough/

How and where to connect with Sean:

• Website
• Daily List
• YouTube
• Connect with Sean on LinkedIn
• Email Sean at [email protected]

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

If you aren't focusing on the symptoms, you might end up building a solution for the wrong problem. Allow me to explain.

Read more - https://nxtstep.io/focus-on-the-symptoms/

How and where to connect with Sean:

• Website
• Daily List
• YouTube
• Connect with Sean on LinkedIn
• Email Sean at [email protected]

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

Don't try to automate everything at your firm all at once.  You risk rejection from your team which could cause your entire project to fail.

Read more - https://nxtstep.io/automating-in-stages/

How and where to connect with Sean:

• Website
• Daily List
• YouTube
• Connect with Sean on LinkedIn
• Email Sean at [email protected]

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

Is your firm trying to cling to old archaic rules of the past?  If so, hiring for your firm is going to be WAY harder.

Read more - https://nxtstep.io/making-hiring-harder/

How and where to connect with Sean:

• Website
• Daily List
• YouTube
• Connect with Sean on LinkedIn
• Email Sean at [email protected]

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