PODCAST · business
Accounting Automation
by NxtStep
Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
Episodes
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How the Scarcity of Accountants Will Affect the Future of Accounting with Realize’s Jason Staats
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...
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Connecting Systems and Creating a Tech Stack with Wendroff & Associates, CPA’s Brian Wendroff
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...
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Public Accounting vs. Industry Accounting with Kaiser Permanente’s Okorie Ramsey
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)…
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The Benefits of Being a CPA with Fieldguide’s Byron Patrick
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…
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What Data Scientists Can Do for Your Firm with K2 Enterprises’ Randy Johnston
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...
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Implementing Organizational Change with Will Hill
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...
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Remote Working Security with IntrapriseTechKnowlogies’ Donny Shimamoto
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...
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How the Blockchain is Affecting Accounting and Finance with Dr. Sean Stein Smith
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...
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Cybersecurity for Accountants with Right Networks’ Roman Kepczyk
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…
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Becoming a Change Agent for Accountants with Aprio’s Mike Maksymiw
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...
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From CPA Employee to CPA Business Owner with Geraldine Carter
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…
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What your client isn't saying
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...
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Making it harder for clients to pay
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...
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You can't fight technology
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...
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When to raise prices
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...
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Evaluating customer service
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…
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The Value of a Subscription Pricing Model with Earmark CPE’s Blake Oliver
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...
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Consistent client communication
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…
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Ultimate competitive advantage
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...
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The customer service problem
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...
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Accounting industry client complaints
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...
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Identifying the opportunity
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...
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Your client hates your portal
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...
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Tech and turnover
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…
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Bringing New AI tools Into Your Firm with Ross Buehler Falk & Company’s Jeff Bleacher
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...
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Wasted effort
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…
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Design the firm of your dreams
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...
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Reading efficiency hacking
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…
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Accounting industry disruption
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...
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[Webinar] Boost firm profit without hiring
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...
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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…
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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...
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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...
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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...
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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...
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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…
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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...
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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...
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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...
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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…
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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…
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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…
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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…
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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...
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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...
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Send a plant instead
Are you being invited to pointless meetings?
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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...
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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…
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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...
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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...
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ABOUT THIS SHOW
Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
HOSTED BY
NxtStep
CATEGORIES
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Frequently Asked Questions
How many episodes does Accounting Automation have?
Accounting Automation currently has 140 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Accounting Automation about?
Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
How often does Accounting Automation release new episodes?
Accounting Automation publishes regularly with 140 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Accounting Automation?
You can listen to Accounting Automation on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Accounting Automation?
Accounting Automation is created and hosted by NxtStep.
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