Does your firm need new technology? How do you know if your firm is upgrading for the right reason? How is this time going to be different? Read more - https://nxtstep.io/technology-you-need/ 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/...
Does your accounting firm permit a culture of working crazy hours during busy season? Let's talk about why you need to fix this problem ASAP. Read more - https://nxtstep.io/stop-burnout/ 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/...
Is your team resistant to the improvements you want to make at your firm? Here's a strategy I've used to make this process go VERY well. Read more - https://nxtstep.io/motivating-stakeholders/ 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/...
Failing to embrace the virtual workplace may be costing your firm BIG. Let's talk about this developing trend to see how your firm stacks up. Read more - https://nxtstep.io/embrace-the-virtual-world/ 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/...
Automation and technology should NOT be thought of as expenses, but investments. How much ROI could your firm produce? Read more - https://nxtstep.io/automation-is-an-investment 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/...
Bob Lewis is the President of The Visionary Group and is one of Accounting Today's Top 100 Most Influential People in Accounting. Bob focuses on building the Enterprise Value of CPA Firms using a process of mergers and acquisitions, succession planning, and refinement of a firm’s organic growth decisions. He has been exclusively supporting the CPA profession for over 25 years and collaborates with firms of any size including a few of the largest firms in the country. Here are a few of the topics...
How do you know if your firm has invested enough in automation? Here's a strategy that works to help guide your firm. Read more - https://nxtstep.io/how-much-automation-is-enough/ 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/...
If you aren't focusing on the symptoms, you might end up building a solution for the wrong problem. Allow me to explain. Read more - https://nxtstep.io/focus-on-the-symptoms/ 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/...
Don't try to automate everything at your firm all at once. You risk rejection from your team which could cause your entire project to fail. Read more - https://nxtstep.io/automating-in-stages/ 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/...
Is your firm trying to cling to old archaic rules of the past? If so, hiring for your firm is going to be WAY harder. Read more - https://nxtstep.io/making-hiring-harder/ 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/...
When reevaluating the technology tools and resources your firm needs ensure you aren't working with someone who suffers from the hammer and nail problem. Read more - https://nxtstep.io/hammer-and-nail 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/...
Having trouble convincing senior partners at your firm that you should make improvements at your firm? Leverage this strategy to get results. Read more - https://nxtstep.io/low-hanging-fruit/ 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/...
Is your tech turning away clients? If so, you need to fix that problem ASAP. Read more - https://nxtstep.io/bad-tech-turns-away-clients/ 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/...
Dan Hood served as a business editor for the New York Daily News, and as a production editor for The Wall Street Journal Europe before joining Accounting Today as a managing editor. He is now the editor-in-chief at Accounting Today, a role he has held for over 10 years. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The role of technology in accounting and the areas it impacts. How accountants work has changed over the years because of technology. How the in...
Even if your firm has tools that are effective, that doesn't mean they are efficient. What can you do to improve your operational efficiency? Read more - https://nxtstep.io/improving-operational-efficiency/ 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/...
What should your firm do if the tools you are currently using aren't getting the job done any longer? How do you increase your leverage? Read more - https://nxtstep.io/increasing-leverage/ 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/...
When it comes to strategy your firm should leverage effort vs impact. It's an incredibly effective way to maximize your ROI. Read more - https://nxtstep.io/effort-vs-impact 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/...
What should you do if your firm is behind the tech curve? How do you 'catch up' without overwhelming your team and making the problem worse? Read more - https://nxtstep.io/being-behind-the-tech-curve/ 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/...
Zillow Offers took over $400 million in losses in Q3 of 2021 alone. Let's talk about what went wrong and what your firm can learn from it. Read more - https://nxtstep.io/where-zillow-went-wrong/ 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/...
Inefficiencies in your process are costing your firm BIG. Let’s talk about how to find them so you can eliminate them. Read more - https://nxtstep.io/where-your-firm-is-losing-money/ 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/...
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 sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneck...
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 a...
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 sean@nxtstep.io To learn how to boost the profitability of your...
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 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/...
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 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/...
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 sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taking my 5 day email cour...
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 sean@nxtstep.io To learn how to boost the profitability of your firm without hiri...
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 sean@nxtstep.io To learn how to boost the profitability of y...
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 sean@nxtstep.io To learn how to boost the profitability of your firm without hiring by taki...
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 ...
