Jason Statts is a CPA firm owner and the creator, manager and owner of the online accountant community Realize. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: Common challenges accounting firms have when adopting new tech. How personal-based productivity differs from software-based productivity. How modern accounting firms are changing the way we do things. Ways technology is widening the gap of productivity. How to know which software will work the best for...
Sep 27, 2022•33 min•Ep. 140
Following four years of Military service, including a tour at the Pentagon for the Secretary of Defense’s Office, and work experience as a staff accountant at the International Accounting Standards Board in London, England and local CPA firm, Brian founded Wendroff & Associates, CPA in 2006. He quickly established himself as an Entrepreneur’s CPA and an expert in technologically advanced accounting systems, being one of the first firms nationwide to offer complete online accounting solutions...
Sep 20, 2022•28 min•Ep. 139
Okorie Ramsey has been a CPA for almost 15 years and is currently the Vice President of Sarbanes/Oxley at Kaiser Permanente and the Vice Chairman of the American Institute of Certified Accountants. Okorie is a California Certified Public Accountant (CPA), Project Management Professional (PMP), and Chartered Global Management Accountant (CGMA). He also holds a bachelor’s degree in Business Administration with a concentration in Accounting from San Francisco State University (SFSU) and a Kaiser Pe...
Sep 13, 2022•37 min•Ep. 138
Byron Patrick is the VP of Customer and Operations at Fieldguide, Chairman of the Board of the Maryland Association of CPAs and is recognized as an industry leader on technology topics impacting CPAs. Byron specializes in helping CPAs and small businesses leverage technology and speaks at industry conferences around the country. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The CPA tattoo Byron has. Why CPA's have a bad reputation. The opportunities there a...
Sep 05, 2022•35 min•Ep. 137
Randy Johnston has worked in programming for over 60 years and is currently the Executive Vice President at K2 Enterprises and the CEO & Co-Founder of Network Management Group, Inc. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: Future technological changes that will affect Accounting Firms. How to prepare yourself for future changes in technology. The increased need for data scientists within accounting. How to train people to become data scientists. Wh...
Aug 29, 2022•34 min•Ep. 136
Will Hill worked at Thomson Reuters for over 20 years and worked his way up to the Senior Product Marketing Manager role. After leaving Thomson Reuters Will started his own business Will Hill Consults where he helps firms work through external and internal change. Will was listed by Accounting Today in 2021 as one of the "Top 100 Most Influential People in Accounting". Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The intersection between people and process...
Aug 22, 2022•32 min•Ep. 135
Donny Shimamoto is the Founder and Senior Member of the IntrapriseTechKnowlogies consulting and management team, where he helps business owners streamline their business systems, develop business system applications and learn effective organizational design. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The increase in hybrid work and what this means for organizations. The security dangers of working from home. Best practices to increase remote working secu...
Aug 15, 2022•33 min•Ep. 134
Dr. Sean Stein Smith is an award-winning researcher, professor, entrepreneur, and enthusiast for blockchain, crypto assets, and the impact on emerging technologies. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: How blockchain and crypto relate to accounting and finance. The direct impact Bitcoin is having on accounting. How automation can be used in the blockchain. Examples of where blockchain technology has been applied in industry. The benefits of operati...
Aug 08, 2022•30 min•Ep. 133
Roman Kepczyk is Director of Firm Technology Strategy at Right Networks, where he focuses on helping firms throughout North America use information technology by educating and directing owners towards today's optimized CPA firm production processes. Roman is also a Lean Six Sigma Black Belt, AICPA Certified Information Technology Professional, and CGMA. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: Common issues firms have with their cybersecurity. Cybersec...
Aug 01, 2022•40 min•Ep. 132
Mike Maksymiw is a Change Agent for the accounting profession and the Executive Director and Leader of Aprio Firm Foundation where he shares resources, coaching, and networking opportunities with small and midsized CPA firms. Mike’s focus is on impacting the progress on key issues facing the profession, including women/family initiatives, DEI, work-life harmony, and value rather than time. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The benefits of joinin...
Jul 25, 2022•37 min•Ep. 131
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 accounta...
Jul 18, 2022•36 min•Ep. 130
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...
Jul 16, 2022•2 min•Ep. 129
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.linked...
Jul 15, 2022•3 min•Ep. 128
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.linke...
Jul 14, 2022•2 min•Ep. 127
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...
Jul 13, 2022•4 min•Ep. 126
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-b...
Jul 12, 2022•3 min•Ep. 125
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 e...
Jul 11, 2022•44 min•Ep. 124
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://...
Jul 11, 2022•3 min•Ep. 123
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/se...
Jul 10, 2022•1 min•Ep. 122
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....
Jul 09, 2022•3 min•Ep. 121
Many clients have lots of complaints about the accounting industry. Does your firm have any of these issues? Read more - https://nxtstep.io/accounting-industry-client-complaints/ 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...
Jul 08, 2022•3 min•Ep. 120
You want to make improvements at your firm across the board. How do you know which one you should upgrade first to maximize impact? Read more - https://nxtstep.io/biggest-firm-opportunity/ 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://ww...
Jul 07, 2022•2 min•Ep. 119
Your clients hate your portal. Its feature set is pretty embarrassing. There's an easier way to give clients what they want. Read more - https://nxtstep.io/client-portals-stink/ 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....
Jul 06, 2022•2 min•Ep. 118
What's making recruiting harder and turnover worse for your firm? Have a poor employee experience due to bad software and technology. Read more - https://nxtstep.io/tech-and-turnover/ 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.lin...
Jul 05, 2022•2 min•Ep. 117
Jeff Bleacher has worked in accounting for almost 40 years and is the managing partner of Ross Buehler Falk & Company. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: How Jeff became the managing partner at Ross Buehler Falk & Company. The benefits of having a proactive advisory relationship with your clients. Building dashboards around your client base. Improvements that can be made to a Tech Stack. How much time can be saved using AI tools. How to o...
Jul 04, 2022•39 min•Ep. 116
Employees at your firm are wasting 1/3 of their effort. What could your firm improve if you got back all of that time? Read more - https://nxtstep.io/waste-in-the-workplace/ 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/...
Jul 04, 2022•2 min•Ep. 115
What if you could rebuild your firm from scratch without anyone or anything standing in your way of the changes you wanted to make? Read more - https://nxtstep.io/design-your-dream-firm/ 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....
Jul 03, 2022•2 min•Ep. 114
Want to burn through as much new content as you can during your July 4th travel plans? Allow me to introduce you to Blinkist. Read more - https://nxtstep.io/reading-efficiency-hacking/ 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.li...
Jul 02, 2022•3 min•Ep. 113
The accounting industry is undergoing major disruption. If you have a traditional firm it might be at serious risk. Read more - https://nxtstep.io/accounting-industry-disruption/ 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...
Jul 01, 2022•2 min•Ep. 112
Do you want to learn how to boost the profitability of your firm without needing to hire? Join me for a webinar on the topic today at 12 EST. Read more - https://nxtstep.io/firm-profitability-webinar/ Webinar signup - https://www.crowdcast.io/e/boost-firm-profit/register 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...
Jun 30, 2022•2 min•Ep. 111
