Accounting Automation

Accounting Automation

By NxtStepBusinessNewsTech NewsManagement
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Accounting Automation episodes

  • Firing clients

    Should your firm consider firing clients?  Let's start with a few reasons why you would and the impact it could have on your firm.


    Read more - https://nxtstep.io/firing-clients/


    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/

    2 min
  • Fix retention to fix recruiting

    If you don't fix the reason why people are leaving your firm then recruiting will continue to struggle. Here's how to improve.


    Read more - https://nxtstep.io/fix-retention-to-fix-recruiting/

    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/

    3 min
  • Know your numbers

    Many firms don't know their numbers. Without this information you won't know how well your firm is performing or where to make improvements.


    Read more - https://nxtstep.io/know-your-numbers/

    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/

    2 min
  • Shifting your mindset

    Many firms are excited about automation and technology, but don't go into these projects with the right mindset. Allow me to explain.


    Read more - https://nxtstep.io/shift-your-mindset/

    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/

    2 min
  • Overwhelmed by choice

    At Engage 2022 the amount of software available for accounting has grown A LOT.  How do you prevent being overwhelmed by choice?


    Read more - https://nxtstep.io/overwhelemed-by-choice/

    How and where to connect with Sean:


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

    4 min
  • Getting pizza delivery wrong

    If you have systems that don't talk to one another then you likely have many incomplete automations.  Allow me to explain through an example.


    Read more - https://nxtstep.io/incomplete-automation/


    How and where to connect with Sean:


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

    5 min
  • How to Evaluate Applications and Tech with Aiwyn’s Pat Morrell

    Pat Morrell is a tech entrepreneur and leader, and the CRO at Aiwyn where they create practical, innovative solutions that drive real, measurable ROI for firms, and help them create superior experiences for their people and clients. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:


    • The challenges and rewards in working with a startup.
    • The advanced automation techniques and concepts that Aiwyn is capable of.
    • How Aiwyn helps create an easier and faster work-to-cash cycle.
    • The benefits CFOs and other staff get from Aiwyn’s automation capabilities.
    • The insights you can gain from leveraging Aiwyn.
    • How to best use data to fuel growth.
    • Ways to evaluate the usefulness of new applications and tech.


    Resources:


    • Aiwyn
    • Accounting Today
    • NxtStep
    • Mutual Learning


    Connecting with Pat Morrell:

    • 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/

    34 min
  • Transitioning Away From a Busy Season with Merina+Co’s Tonya Moffitt

    Tonya Moffitt is the Managing Partner of Merina+Co where she performs and manages governmental audits. The firm prides itself in offering long-term careers, low turnover, and advancement opportunities with Tonya starting there as an intern and becoming a Partner by 31.


    Tonya’s main passion is teaching and mentoring professionals on technical and soft skills. She wants to encourage others to build new competencies to create their own legacy, both professionally and personally. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:


    • How Tonya stopped having a busy season in her firm.
    • The value of having a mission statement that your team really believes in.
    • How staff responded to Tonya ending municipal audits and pivoting towards 100% advisory and consultancy work.
    • The financial outcome of a firm focusing solely on advisory and consultancy work.
    • The benefits of letting staff work four ten-hour days and why Tonya’s firm offers staff a one-month sabbatical.
    • The importance of soft skills and having team members with leadership skills.
    • How to attract high-quality staff to your firm.
    • The impact Merina+Co is having on communities.


    Resources:

    • Merina+Co
    • Extreme Ownership
    • Difficult Conversations
    • Burnout
    • NxtStep


    Connecting with Tonya Moffitt:

    • 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/

    31 min
  • Why your firm needs to be more proactive

    The market is demanding more proactivity from accounting firms so why are so many firms still offering services reactively only?


    Read more - https://nxtstep.io/proactive-vs-reactive/

    How and where to connect with Sean:


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

    3 min
  • Paying for a job half done

    Does your mechanic hand your car back to you still broken expecting you to pay?  Sounds crazy right?  So why do accounting firms work this way?


    Read more - https://nxtstep.io/half-done-job/

    How and where to connect with Sean:


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

    3 min

About Accounting Automation

From the publisher's feed

Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.