Future Firm Accounting Podcast

By Ryan Lazanis

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Category: Entrepreneurship

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Description

For firm owners & accounting leaders who want the latest on innovation & technology in the space.

Episode Date
The Top Reason You’re Having Trouble Hiring (And What To Do About It)
06:43

Are you having a hard time recruiting talent to join your firm? Listen to this podcast episode to know the top reason why this happens.

Jun 23, 2022
Streamline Your Entire Firm With This Essential 1st Step
06:55

Listen to this episode if you want to learn about the essentials of how you can streamline your firm to grow and become more efficient.

Jun 09, 2022
The #1 Strategy to Eliminate Scope Creep
06:46

You don't have to suffer through scope creep any longer. Listen to this podcast episode and find out my #1 strategy to combat it head on. 

May 26, 2022
9 Strategies to Find Rock Star Talent
06:44

Struggling to find a "rockstar" talent to take your business to the next level? These nine strategies will surely help you hire the best!

May 12, 2022
An Easy 6-Step Routine That Increases Productivity & Decreases Workload
07:29

Effectively and efficiently manage your time, stay on task and finish important tasks with a simple 6-step routine.

Apr 28, 2022
3 Ideas to Solve Your Least Scalable Service Offering
06:14

Discover the least scalable service offering and find out how you can avoid capacity issues if you're offering it in your firm.

Apr 14, 2022
What Does a Virtual Assistant Do & Why You Need One
07:02

Hiring a virtual assistant will save you time and money. In this episode, learn more about what they do and why it's worth the investment.

Mar 31, 2022
How to Stop Clients From Emailing You Directly
06:57

Find out how to virtually eliminate getting direct emails from clients so you can focus on things that matter.

Mar 17, 2022
A Simple Automated Customer Experience Improvement
06:33

Find out how to improve your firm’s customer experience by doing just one simple thing that practically no other firm does.

Mar 03, 2022
Why Many Struggle to Price High
07:29

Find out why accountants have such a hard time setting their prices & what you need to understand about price before pricing high.

Feb 17, 2022
Firms Launching NoCode Development Services
06:46

Trailblazing firms are launching a NoCode Development service line. Find out what it is and whether you should launch one yourself.

Feb 03, 2022
The Head of Technology Role
06:37

Automate your firm faster by hiring a Head of Technology. Hear why you need one, what they do and what skills they should have.

Jan 20, 2022
4 Ways to Stay Ahead of the Automation Curve
05:12

Find out how your firm can thrive in the world of automation by leveraging 4 great ways to stay ahead of the automation curve.

Jan 06, 2022
Why Content Marketing Works Well for Accounting Firms
08:14

Quickly find out why content marketing is an amazing marketing strategy for accounting firms and how you can get started yourself.

Dec 23, 2021
9 Mistakes to Avoid in Your Discovery Calls
08:48

Find out about the 9 biggest mistakes to avoid in your discovery calls to help increase your win rates and prices.

Dec 09, 2021
These are the Services You Should Offer Next
06:59

If you're questioning what services you should offer next in your firm, you'll want to hear my guiding principles.

Nov 25, 2021
The Optimized Process That Saves You the Most Time
07:50

In this 7-minute podcast episode, I discuss one process that you should nail down in your firm if you're looking to save time.

Nov 11, 2021
Where & How to Find the Best Talent
07:40

Finding and recruiting remains a top challenge amongst firm owners. Find out where and how you can land the very best team members for your firm.

Oct 28, 2021
Who Should You Hire Next?
06:05

Cut through the confusion of who you should be hiring next at your accounting firm by tuning in to this brief podcast episode.

Oct 14, 2021
The 1-2 Marketing Punch to Easily Get Clients
07:22

Land new clients quickly with a tried, tested and true marketing strategy that I've successfully employed across 2 businesses.

Sep 30, 2021
What We Can Learn From Venture-Backed Accounting Firms
07:16

Your firm can learn one valuable lesson from the venture-backed accounting firm models that are raising millions of dollars.

Sep 16, 2021
3 Valuable Lessons for Setting High Prices
09:25

Learn how to set high prices in your accounting firm by following these 3 valuable lessons learned through years of trial and error.

Sep 02, 2021
Tame the Chaos with Capacity Planning
06:51

Find out how you can use capacity planning reporting in your accounting firm to eliminate the chaos and avoid overwork.

Aug 19, 2021
Limit the Choice You Give Your Clients
07:10

See how limiting the amount of choice & options you provide to your clients can lead to a more systematized & scalable accounting firm.

Aug 05, 2021
Why I Sold Xen Accounting
09:35

I share my reasons for selling my online accounting firm and some tips about what you should do if you're considering selling your firm.

Jul 22, 2021
What Does it Mean to "Scale Your Firm"?
06:40

Find out the difference between growing an accounting firm and scaling an accounting firm. Plus, I share a tip on how to get started.

Jul 07, 2021
Your Firm's Prices are Too Low
06:23

In this Future Firm Accounting Podcast episode, I discuss a major issue I see amongst a lot of firms implementing subscription pricing. Namely: Prices are way too low for what's being offered.

Jun 23, 2021
The "Just Jump" Business Concept
07:18

In this podcast episode, I discuss how I use the "Just Jump" business concept and how it's helped me launch and grow my last 2 businesses

Jun 10, 2021
Avoiding the Professional Services Growth Trap
08:12

Find out why many firm owners fall into a "professional services growth trap" and get 6 quick tips on how to avoid it.

May 27, 2021
My 6 Favorite Accounting Communities to Learn From
08:20

Learn about my favorite 6 accounting communities to share best practices, learn new things & collaborate with like-minded professionals.

May 13, 2021
The Importance of Celebrating Your Wins
06:06

With many accountants faced with busy season and the constant grind of this time of year, it's important to look at what's going right inside of your business. In this episode, get a 5 minute dose of moral support to get you through the final days of hecticness.

Apr 29, 2021
Dissecting Pilot's $1.2Bn Accounting Firm Valuation
08:18

With venture capital entering into the accounting space, see what it means for your accounting firm and its future.

Apr 15, 2021
8 Pricing Strategies I Use to Max My Price
08:50

Check out these 8 pricing strategies for accounting firms to help increase your prices and to secure more deals.

Apr 01, 2021
8 Ways to Deal With Non-Cooperating Clients
08:34

Non-cooperating clients in your accounting firm jam up your workflows and end up in wasted time. See how to deal with these kinds of clients.

Mar 18, 2021
How to Increase Your Accounting Firm Valuation
08:06

Increase your accounting firm valuation by cluing into what buyers are looking for in a modern accounting firm today.

Mar 04, 2021
Before You Do Any Marketing in Your Firm...
08:53

Online marketing is a hot topic in accounting firms. But before engaging in any marketing, there are 2 critical things to do first.

Feb 18, 2021
8 Mistakes to Avoid in Your Accounting Discovery Call
07:40

If you're looking to conduct a high quality accounting discovery call, make sure to avoid these 8 common mistakes.

Feb 04, 2021
Generating Passive Revenue in Your Firm
10:28

In this episode, I discuss how your accounting firm can generate passive revenue and the types of models that are at the beginning of the trend curve.

Jan 21, 2021
Why You Need a Sales Process + 4 Alternate Ones
09:11

Your sales process is responsible for landing high-quality clients at high prices. If you're looking to set up a sales process or optimize one for your firm, check out this podcast episode that discusses 4 different alternate sales processes for your firm.

Jan 07, 2021
Do This to PrepareYour Firm for 2021
07:05

Let's kick 2021 off right. Here's 1 process to improve in your firm heading into the new year.

Dec 17, 2020
What I've Learned From Coaching $1M Firms
06:16

I've learned some big lessons from coaching $1M accounting firms. The big one has to do on the topic of automation. Hear my thoughts.

Dec 03, 2020
2 Ways to Prepare for the Future of Accounting
06:45

Using data from the World Economic Forum's 2020 Future of Jobs report, I look into how accountants can remain relevant heading into 2025.

Nov 19, 2020
How Much Automation Does Your Firm Need?
06:24

Most think that automation is the key to scale an accounting firm. In some cases though, it's not. How much automation does your firm need?

Nov 05, 2020
How to Create a Sticky Client Relationship: 4 Tips
07:40

Learn how to keep clients in your firm and within your ecosystem with these 4 tips on how to create sticky client relationships.

Oct 22, 2020
The 6 Part Formula to Scale a Firm
06:33

If you're looking to scale your accounting firm, listen to this 6 part formula.

Oct 08, 2020
Enough
06:01

If you run a firm, have you ever considered what enough growth is? What enough money is? What's enough for you to be happy?

Sep 24, 2020
How I Stay Productive & Focused: 5 Techniques
08:22

We live in an increasingly distracting world. In this recent podcast episode, I share my top 5 techniques for how I stay focused & productive.

Sep 10, 2020
Why I'm Not a Fan of This New Accounting Marketing Trend
06:01

There's a new accounting marketing trend out right now and I'm not a huge fan. I state what it is, give my reasons why and what do look at instead.

Aug 27, 2020
What's the Next Frontier for Advisory Services?
07:34

The future of accounting advisory services may very well extend beyond the general ledger. I analyze this in my recent podcast episode.

Aug 13, 2020
5 Tips to Turn Your Firm's Website into a Marketing Tool
07:12

If you're looking to set up a modern website for your accounting firm that converts web visitors into leads, check out my 5 tips on the subject.

Jul 30, 2020
Run a Firm You Love by Defining Your Personal Goals
07:05

Escape the hamster wheel of running your firm and design the firm you love by defining what your personal goals are.

Jul 16, 2020
How to Include Client Questions & Support in a Subscription Plan
08:10

When you charge a fixed subscription price for your services, how do you handle all those client questions throughout the year? Do you charge for them? Include then? Where do you draw the line? I'll discuss the options in this episode.

Jul 02, 2020
6 Suggestions to Keep Your Virtual Firm Secure
08:55

Learn how you can take a few easy steps to keep your virtual firm secure.

Jun 18, 2020
6 Free Interrelated Online Marketing Apps for Your Firm
07:22

This episode gives you 6 free online marketing apps that are interrelated and I discuss how you can use them in your firm to drive business.

Jun 04, 2020
My Favorite Tool to Automate Candidate Screening
05:35

In this episode, I talk about an app that I recommend to automate the candidate screening process to help save you loads of time.

May 21, 2020
Why I Recommend Accounting Help Desk Software
07:11

Looking for more control and automation around your firm's support function, especially when it comes to emails? Check out this episode on help desk software for your firm.

May 07, 2020
Accounting Workflow Software: 7 Categories to Evaluate
08:11

If you want to implement a new accounting workflow software in your firm, be sure to evaluate it based on 7 key categories.

Apr 30, 2020
4 Best Books for Accountants to Read Right Now
07:00

When the world throw you a curveball, I always like to read to clear up any confusion that I may have. In this episode I run down my pick of the best books for accounting firms to read right now.

Apr 23, 2020
CPA Firm Marketing: 3 Strategies I’m Loving Right Now
06:36

In this episode I lay out 3 CPA firm marketing strategies that I'm really liking right now given the times that we're in.

Apr 16, 2020
Value Pricing Accounting Services: How I Do It in 4 Steps
08:17

If you're still confused about how to arrive at a value price, check out how I do it in 4 quick steps.

Apr 09, 2020
3 Accounting Advisory Services to Offer During COVID-19
06:30

If you're looking to boost revenues during the COVID-19 crisis, I have the perfect 3 accounting advisory services that you can offer your clients.     

Apr 02, 2020
How Your Firm Can Benefit From Gig Economy Accounting
07:33

Uberized accounting platforms are hitting the market to help deliver on-demand accounting, tax & bookkeeping services to businesses wanting them. What does this mean for your firm and how can your firm benefit from gig economy accounting?

Mar 26, 2020
4 Ways to Gel Remote Accounting Firm Culture
08:50

Firms are moving to a remote model due to COVID-19 and fast. Here are 4 ways to keep your culture together as you move to a remote setup.

Mar 19, 2020
How to Reduce up to 50% of Your Meetings With 1 Free Tool
07:28

Backed up in meetings all day long in your firm? Check this episode out to learn about 1 free tool that you can use to eliminate up to 50% of your meetings.

Mar 12, 2020
Beat Tax Busy Season With This Simple 3 Step Process
05:09

In this episode, I discuss one simple 3 step process that you can implement in your firm to help you beat the tax busy season this year.

Mar 05, 2020
Blogging for Accountants: 6 Keys to Success
12:30

Looking to drive leads to your firm through your blog? You'll need my 6 keys to blogging success for accountants. If you're interested in submitting questions to be answered on the podcast, head to www.futurefirm.co/podcast to sign up to my newsletter to get access to my personal email.

Feb 27, 2020
App Advisory Services - What, How & Why with Will Farnell
56:31

If you're curious about offering app advisory services, I sit down with the co-founder of App Advisory Plus and Xero platinum firm owner, Will Farnell to learn more. We chat about what these services are, how to scope them and why they're important.

Feb 12, 2020
The Cloud Accounting Podcast's Tips to Start Your Own Podcast
55:19

Considering starting your own podcast at your firm? I interview Blake Oliver & David Leary of the Cloud Accounting Podcast to get their tips & tricks.

Jan 30, 2020
#9 - Taxfyle & Worklayer: A 2020 Overview
48:35

What does the Uber of the accounting world look like? Exactly like Taxfyle. I chat with the CEO of Taxfyle and their related product, Worklayer, to see how these tools are helping move accounting firms into the future by easing staffing and by adding instant capacity.

Jan 16, 2020
#8 - Indinero - The Accounting Firm of the Future?
49:17

Indinero is an accounting tech startup that has raised $10M, has 300+ employees, develops their own proprietary software to deliver their accounting services. Plus, they are actively acquiring other forward-looking accounting firms. I chat with their CEO to talk about what makes Indinero different & some of the firms they're acquiring (plus valuations).

Jan 09, 2020
#7 - 5 Accounting Trends Debated w/ Paul Meissner
57:14

Wanna hear about the latest accounting trends in the profession? Sure you do! But which ones are real and which ones are fake? I chat with a leading cloud accounting pioneer, Paul Meissner of 5 Ways Group, winner of the 2019 Xero Cloud Champion of the Year award to find out!

Dec 12, 2019
#6 - Ron Baker Value Pricing Steps, Tips & Tricks
01:04:06

Want to hear about how you can value price in your firm? Look no further than the master himself, Ron Baker. I was lucky enough to speak to Ron about the 8 steps to value pricing along with some cool tips & tricks to use in your own firm.

Nov 21, 2019
#5 - Social Media for Accountants - Awesome Tips & Tricks
52:24

Each and every day we scan through 100, maybe even 1000's, of social media posts. It's to the point where if you're getting involved in social media marketing that it's almost impossible to cut through the noise.

If you're interested in social media for accountants and in using it in your firm, fear not. Katie Thomas, CPA has you covered.

She has almost 10,000 Instagram followers, a loyal Linkedin audience with super high engagement and a newly started Youtube channel. In this episode she shares her tips & tricks when it comes to social media for accountants and how accountants, bookkeepers & CPA's get up their game and get started.

Nov 07, 2019
#4 - Botkeeper - What is it & How it Works
01:03:54

Botkeeper is one of the hottest tech startups in the accounting space. They designed an artificial intelligence based bookkeeping platform paired with accountants to help automate the bookkeeping process for those looking to outsource their bookkeeping (firms & companies alike).

I was interested to learn more about exactly how Botkeeper works and how their service has been helping firms who want to scale their bookkeeping services, so I spoke to their CEO, Enrico Palmerino about it. What is Botkeeper? How does it work? What tips does Enrico have for firms before outsourcing and what's on the horizon for automated bookkeeping? Listen to find out.

Oct 24, 2019
#3 - ConnectCPA's Experience Managing a Remote Accounting Firm
49:48

ConnectCPA is a remote firm of 26 people that won the Xero Platinum Part of the Year award in North America in 2018. I was curious about how this firm made the transition towards being a distributed team. I had a chance to chat with Mike Pinkus & Lior Zehster, partners at the firm, about some of their tips for other firms other looking to make the transition to managing a remote accounting firm.

Oct 09, 2019
#2 - The Next Evolution of Cloud Accounting Apps with the CEO of FreshBooks
26:59

Freshbooks is the 2nd largest small business accounting software company in North America and I had a chance to chat with their CEO to talk about what's on the horizon for cloud accounting apps. Recently, Freshbooks received a major investment from JPMorgan Chase and I was curious about the implication on cloud accounting due to this deeper banking relationship, how it may affect your firms and how we might see cloud accounting evolve.

Sep 18, 2019
#1 - Accounting Thought Leaders from Acuity Discuss 21st Century Accounting
48:17

Welcome to episode 1 of the Future Firm Accounting Podcast! I'll be sitting down with thought leaders in the accounting space from around the world to hear their stories about innovation in order to help you and your firms see into the future and to help modernize your firms.

In this episode, I chat with Kenji Kuramoto and Matthew May, partners at one of the leading clouding firms in the US, Acuity, based out of Atlanta.

 

The firm was named one of the best firms to work for in 2019 and they have a team of over 80 people working fully remotely. Check out their story as to how they got there, how they manage their team and how they keep on innovating.

 

Sep 04, 2019
#0 - The Future of Cloud Accounting in Canada w/ Will Buckley of Xero
48:32

I sit down with Xero's Country Manager in Canada to learn about the future of cloud accounting in Canada and the trends that he's following that impact firms across the country.

Jul 15, 2019