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Accounting Automation

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

Where your team really wants to focus

Your team wants to make a major impact on the performance of your firm. How can you put them in the best position to contribute? Read more - https://nxtstep.io/engaging-work/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

Jun 05, 20222 minEp. 80

How to reinvest the time you get back

What should your firm do with the time you get back? Let's reinvest it to maximize the profitability of your firm. Read more - https://nxtstep.io/reinvest-the-time/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

Jun 04, 20222 minEp. 79

How to get the time back

How can your firm get back the time that's currently being wasted? Let's talk through three powerful options to make a BIG impact. Read more - https://nxtstep.io/getting-the-time-back/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

Jun 03, 20223 minEp. 78

Where your time is wasting time

Most Managing Partners don't know where their team is wasting time. Follow this simple procedure to gather this enlightening information. Read more - https://nxtstep.io/wasting-time/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

Jun 02, 20223 minEp. 77

Will your team welcome automation

Your team is disengaged because they don't want to do 'busy work', but how would they feel if you were to automate that work away from them? Read more - https://nxtstep.io/welcoming-automation/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 31, 20222 minEp. 76

Automation Technology with Nividous’ Chris Hawn

Chris Hawn is the Managing Director for Nividous Software Solutions where he focuses on building out new markets for Nividous’ revolutionary Hyper-automation platform in North America. Prior to working at Nividous, Chris helped to build and scale multiple emerging technology companies, and has a background in Asset Management where he has raised over a billion dollars in capital for various funds and alternative investments. Here are a few of the topics we’ll discuss on this episode of Accountin...

May 30, 202231 minEp. 75

Automate away busy work

We spend 1/3 of our lives at work and 50% of that time is wasted. It's no wonder 85% of employees report being disengaged. Let's fix it. Read more - https://nxtstep.io/automate-busy-work/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 30, 20222 minEp. 74

Improving tools and resources

High-performing employees are 3X more likely to work for a firm that provides them with the tools and resources to maximize their efficiency. Read more - https://nxtstep.io/improving-tools-and-resources/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 29, 20222 minEp. 73

Employee experience and profitability

Improving the employee experience at your firm can have a BIG impact on performance. It should also improve your firm's profitability. Read more - https://nxtstep.io/improving-employee-experience/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 28, 20223 minEp. 72

Be better than ERP

The biggest productivity boost for your firm no longer comes from ERP systems. It's time to focus on Intelligent Automation instead. Read more - https://nxtstep.io/out-with-erp/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 27, 20222 minEp. 71

Digital firm advantages

More firms in your industry are going digital. This means they can offer more of what your clients want. How should your firm respond? Read more - https://nxtstep.io/digital-business-advantages/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 26, 20222 minEp. 70

Stronger competitive advantage

The benefits of adopting automation at your firm are significant. Most do so because it gives them a strong advantage over the competition. Read more - https://nxtstep.io/strong-competitive-advantage/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 25, 20223 minEp. 69

Shorter payback periods

Digital transformation projects used to take years. Intelligent automation can provide your firm with a payback period of less than a year. Read more - https://nxtstep.io/shorter-payback-period/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 24, 20222 minEp. 68

Firms are going digital

Firms are going digital at an accelerating pace. Digital workers are being hired faster than regular team members. Is your firm ready? Read more - https://nxtstep.io/firms-are-going-digital/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 23, 20222 minEp. 67

Successful firms are getting younger

Younger firms are achieving success more quickly. They are embracing going digital to the fullest extent. How should your firm respond? Read more - https://nxtstep.io/successful-firms-getting-younger/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 22, 20222 minEp. 66

Profit per employee

How do you know if your firm is automating enough to keep up? I've found a metric that you can use to better answer this question. Read more - https://nxtstep.io/profit-per-employee/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 21, 20223 minEp. 65

Automation and job dissatisfaction

Americans fear that automation may replace them in the workforce. In reality, automation is expected to actually improve job satisfaction. Read more - https://nxtstep.io/dont-fear-automation/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 20, 20224 minEp. 64

US firms are 7 years behind

When it comes to running an effective accounting firm, the US is about 7 years behind AU. Let's talk about why and how your firm can catch up. Read more - https://nxtstep.io/us-vs-au/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 19, 20225 minEp. 63

Employee disengagement at your firm

85% of employees are NOT engaged. This results in lost productivity of over $7 trillion each year. Here's how your firm can fix this problem. Read more - https://nxtstep.io/employee-engagement/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 18, 20223 minEp. 62

Intelligent automation adoption

The adoption rate for Intelligent Automation is already over 50% which means if your firm hasn't yet then you're already behind. Read more - https://nxtstep.io/intelligent-automation-adoption/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 17, 20222 minEp. 61

The real value of opportunity cost

How great is the opportunity cost at your firm? Learn how I saved 2 FTEs and almost $500K per year on just one automation project. Read more - https://nxtstep.io/opportunity-cost/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 16, 20225 minEp. 60

What is hyperautomation

What is hyperautomation and how will it disrupt the professional services industry? Let's discuss the history and key characteristics. Read more - https://nxtstep.io/what-is-hyperautomation/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 15, 20223 minEp. 59

Adapt or die

Don't wait to invest in automation for your firm. Big changes are underway in your industry. Now is the time to adapt or die. Read more - https://nxtstep.io/adapt-or-die/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 14, 20223 minEp. 58

Handling for errors when automating

The automation workflows your firm builds may have many steps. Ensure you handle unexpected errors gracefully to minimize downtime. Read more - https://nxtstep.io/handling-for-errors/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 13, 20224 minEp. 57

Building an automation with UI Path

Let's talk about the RPA tool UI Path. I'll explain the key steps in the process to build an automation using this tool at your firm. Read more - https://nxtstep.io/building-uipath-automation/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 12, 20225 minEp. 56

Balancing a Healthy Lifestyle While Scaling Your Business with Future Firm’s Ryan Lazanis

Ryan Lazanis is the founder of Future Firm where they provide coaching & education to help systematize and scale your firm. Future Firm provides actionable advice that helps improve your firm when it comes to technology, marketing & practice management. Here are a few of the topics we’ll discuss in this episode: Ryan’s motivation to start Future Firm after successfully building and selling a modern accounting practice What transformation looks like for the firms and accountants he works ...

May 11, 202224 minEp. 55

Automating the spreadsheet

Automation is making big changes in the industry, but the spreadsheet isn't going away. However, it is evolving and becoming more automated. Read more - https://nxtstep.io/automating-the-spreadsheet/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 11, 20224 minEp. 54

Not that kind of robot

Robotic Process Automation can significantly increase the leverage of your team. Let's talk about what these robots are and how to use them. Read more - https://nxtstep.io/not-that-kind-of-robot/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 10, 20223 minEp. 53

Different types of automation

Let's review two different types of automation and try to better understand through examples. We'll review attended and unattended automation. Read more - https://nxtstep.io/attended-vs-unattended-automation/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/...

May 09, 20224 minEp. 52

How to automate anything

What if your firm could automate all of your repetitive and time consuming work? How much more could you do with the team you already have? Read more - https://nxtstep.io/automate-anything/ How and where to connect with Sean: Website Daily List YouTube Connect with Sean on LinkedIn Email Sean at sean@nxtstep.io Bonus tip: automate whatever you were going to do today so you can spend more time with your mother! Happy Mother's Day to all the moms out there :). To learn how to boost the profitabili...

May 08, 20224 minEp. 51
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