Accounting Automation

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/

​​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 [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 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 [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 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 [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 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 [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/

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 [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/

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/

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 [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/

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 [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/

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 [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/