Clients are demanding more advisory services which means your firm needs to take a more proactive approach.  Here's how you can do it.

Read more - https://nxtstep.io/positioning-your-firm-trusted-advisor

Book a strategy session - https://nxtstep.io/session/

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/

John Warrillow is the founder of The Value Builder System, host of Built To Sell Radio, and author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a Subscription Business in Any Industry, and The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• What makes a business valuable past just profitability and revenue. 
• Why entrepreneurs should view their role in their business as similar to being a parent. 
• The dangers of hourly billing.
• How accounting firms can avoid the trap of billable hours.
• Why productizing sales is more effective than selling time. 
• What an accounting productized service looks like.
• How to create an accounting business that isn’t reliable on you.
• How to create a good work-life balance while running an accounting firm.

Resources:

• Built To Sell
• The Automatic Customer

Connecting with John Warrillow:

• LinkedIn
• 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/

BIG changes are happening in the accounting industry.  Clients are demanding different services and your team is demanding different work.  What does your firm need to do now to prepare for this future and retain the best talent?

Read more - https://nxtstep.io/shaping-the-future-firm/

Roadmap service - https://nxtstep.io/roadmap/

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/

You know your firm can benefit from investing in automation, but how do you decide what to automate?  Let’s talk about calculating the ROI of automation.

Read more - https://nxtstep.io/calculating-the-roi-of-automation/

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/

Let’s talk about how to develop an effective strategy to maximize your firm’s return on investment when it comes to benefiting from what automation and technology has to offer.

Read more - https://nxtstep.io/automate-by-roi/

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/

Just like putting a collection together, you might have some of the pieces, but not all.  What does your firm need to do to make sure it has all the data it needs to realize the full potential of automation technologies?

Read more - https://nxtstep.io/gathering-the-data-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/

Automation makes big promises, but needs access to quality data in electronic format to perform its magic.  So what does your firm need to do if you have data in a ton of different formats including physical paper and even in different sizes like receipts?

Read more - https://nxtstep.io/dealing-with-messy-data/

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/

Big 4 firms have experienced major issues performing audit service for firms in India in recent years that has left them dealing with scandals and fighting off multi-year bans, big fines and even criminal charges.  Let’s talk about the real problem and how we can turn it around.

Read more - https://nxtstep.io/audit-quality-problem/

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/

Learning by example is powerful.  That’s why we teach intelligent agents the same way.  Learn more about how your accounting team can get 10X more work done in half the time with the productivity boost made possible through intelligent agents.

Read more - https://nxtstep.io/training-intelligent-agents/

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/

Bill Haase is a retirement strategist, radio host, and expert in financial literacy who has been working in finance for over 35 years.

Bill focuses on providing financial literacy and planning for individuals and business owners so they can meet their aims and goals. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• How technology and innovation has changed over time
• The legitimacy of concerns around advancing tech and AI.
• How to best leverage technology.
• What causes businesses to implement the wrong types of software or technology.
• The importance of using specialists in areas that aren’t your expertise.
• Problems corporations create for themselves.
• How Bill helps business owners with their financial literacy.
• The growing business of e-learning.
• The need there is for young people to have a proper financial education.

Resources:

• Innovative Strategies
• The Fourth Industrial Revolution
• NxtStep

Connecting with Bill Haase:

• 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/