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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

The hourly billing trap

Is your accounting firm built around billing by the hour? If so, it may be limiting your progress more than you realize. Read more - https://nxtstep.io/hourly-billing-trap/ 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/i...

Jun 29, 20223 minEp. 110

Unpredictable lead volume

Is lead generation at your firm unpredictable? What if you had a dial that could provide the amount of leads you wanted at any time? Read more - https://nxtstep.io/predictable-lead-generation/ 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:...

Jun 28, 20222 minEp. 109

How Australian Accounting Firms are Ahead of The US with Rob Nixon

Rob Nixon is an accounting firm marketing expert who helps Accounting Firms increase their revenue to over $1M / €500k profit per partner whilst working less than 500 client hours. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The differences between the Australian and North American accounting markets. Why the Australian accounting profession is more efficient than in the US. What the Accountants Benchmark Report showed. How to determine your ‘profit time ...

Jun 27, 202234 minEp. 108

Ideal Client Profile

What is your firm's Ideal Client Profile? Your ICP is critical to find more prospects you can help with solving specific problems. Read more - https://nxtstep.io/your-firms-ideal-client-profile/ 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 - http...

Jun 27, 20222 minEp. 107

Unique Selling Proposition

Why would a client choose your firm over another? That's your Unique Selling Proposition. So what's the USP for your firm? Read more - https://nxtstep.io/unique-selling-proposition/ 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...

Jun 26, 20222 minEp. 106

Grow your firm by 10X

How would you grow the bottom line of your firm by 10X? What if I told you that 1 out of 3 tasks done at your firm today was wasted effort? Read more - https://nxtstep.io/how-to-grow-by-10x/ 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://...

Jun 25, 20222 minEp. 105

Selecting new software

How does your firm know when it's not too soon to purchase software from a new company? First, look at how they're funding operations. Read more - https://nxtstep.io/selecting-software-for-your-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 -...

Jun 24, 20224 minEp. 104

Generating leads on demand

Is your firm dependent on referrals to grow? What if you could get more leads with the push of a button? Would that make it easier to grow? Read more - https://nxtstep.io/generating-leads-on-demand/ 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 - ...

Jun 23, 20222 minEp. 103

Marketing your services

When marketing your services, do you describe them from your perspective or the clients? Here's why you need to market in their language. Read more - https://nxtstep.io/marketing-your-services/ 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...

Jun 22, 20222 minEp. 102

Your firm's website experience

Who does your firm's website speak to? Does it look like every other firm website or does it speak to solving client problems? Read more - https://nxtstep.io/better-website-experience/ 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...

Jun 21, 20222 minEp. 101

Getting Away From Hourly Billing with Digby Leigh

Digby Leigh has been working in law for over 30 years and founded his current firm Digby Leigh & Co in 2005. Digby is also an expert on hourly billing and different billing models that can be used to move away from charging clients based solely on your time spent. He’s effectively used these in his firm to improve his staff's lives while keeping his customers happy. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The positive and negative aspects of using...

Jun 20, 202238 minEp. 99

Focus on outcomes

If you want to sell more at your firm, focus on delivering successful outcomes for your clients. Your clients don't care about your output. Read more - https://nxtstep.io/selling-more-successfully/ 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 - h...

Jun 20, 20222 minEp. 100

Most profitable service

What is the most profitable service your firm offers? Here's a hint - high revenue and low amounts of invested time. Read more - https://nxtstep.io/most-profitable-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/i...

Jun 19, 20223 minEp. 98

Crazy hours problem

Why do firms in the accounting industry work ridiculous hours? Do you really want to work on nights and weekends? Let's fix it. Read more - https://nxtstep.io/working-crazy-hours/ 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.linkedi...

Jun 18, 20222 minEp. 97

Tracking mental health

What is the current state of your team's mental health? Leverage tools for tracking and monitoring the mental health of your team. Read more - https://nxtstep.io/tracking-mental-health/ 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.l...

Jun 17, 20222 minEp. 96

Data-driven work-life balance

Employees need a healthy work-life balance to be the most productive. Help your team find the right balance with a workplace analytics tool. Read more - https://nxtstep.io/workplace-analytics/ 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:...

Jun 15, 20222 minEp. 94

Boosting the employee experience

Intelligent Automation can dramatically improve the employee experience. Let's talk about how much exactly and in which ways. Read more - https://nxtstep.io/boost-employee-experience/ 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...

Jun 14, 20222 minEp. 93

Offshore and Outsourcing Solutions with Jessica Freiburg

Jessica Freiburg has been with Sassetti for almost 20 years and became Managing Partner in 2021, where she provides strategic direction to the firm while overseeing daily operations, developing their employees, and working with clients across various service lines. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The challenges of balancing capacity with continued growth. Different growth strategies. Using offshore and outsourcing solutions to solve growth cha...

Jun 13, 202222 minEp. 92

The most profitable employee

​​How profitable are the employees at your firm? Let's talk about this as a metric and what your firm can do to improve it. Read more - https://nxtstep.io/most-profitable-employee/ 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...

Jun 13, 20222 minEp. 91

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.c...

Jun 13, 20222 minEp. 90

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://...

Jun 11, 20223 minEp. 89

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://...

Jun 10, 20222 minEp. 88

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.li...

Jun 09, 20222 minEp. 87

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: 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 08, 20224 minEp. 86

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: 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 07, 20225 minEp. 85

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-ca...

Jun 06, 202234 minEp. 83

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 t...

Jun 06, 202231 minEp. 84

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: 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 06, 20223 minEp. 82

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: 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, 20223 minEp. 81
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