An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.
…
continue reading
1
How to Turn Advisory Work Into a Recurring Service
5:40
5:40
Play later
Play later
Lists
Like
Liked
5:40
Advisory services give clients peace-of-mind, but they're often delivered ad hoc. Here's how to offer advisory services on a recurring basis.By Ryan Lazanis
…
continue reading
1
Never Ignore This Critical Skill as a Firm Owner
5:28
5:28
Play later
Play later
Lists
Like
Liked
5:28
There's one skill they don't teach you in school that can have a huge impact on your business. Find out how to harness it in this episode.By Ryan Lazanis
…
continue reading
1
6 Reasons Why Buyers Were Interested In My Firm
5:19
5:19
Play later
Play later
Lists
Like
Liked
5:19
I sold my firm 5 years after starting it. Discover the 6 reasons why buyers were interested, and get tips that could help you sell your firm.By Ryan Lazanis
…
continue reading
Employee turnover is often caused by hiring people with the wrong traits. Discover the 3 traits I require in every team member we hire.By Ryan Lazanis
…
continue reading
1
You Only Need These 4 Things to Have a Great Firm
6:22
6:22
Play later
Play later
Lists
Like
Liked
6:22
Running a firm can be complex. But many firm owners overcomplicate it. Discover the only 4 things you truly need to have a great firm.By Ryan Lazanis
…
continue reading
1
10 Ways We're Getting Serious With Cybersecurity
5:18
5:18
Play later
Play later
Lists
Like
Liked
5:18
Don't take cybersecurity for granted. Learn 10 steps we're using to protect ourselves and how they can help safeguard your business too.By Ryan Lazanis
…
continue reading
Discover the 4 biggest marketing wins that generated leads and new business for my firm, so you can apply the lessons to your own business.By Ryan Lazanis
…
continue reading
1
My Firm's Worst Marketing Fails (And Lessons Learned)
5:43
5:43
Play later
Play later
Lists
Like
Liked
5:43
Learn from my marketing missteps at Xen Accounting. In this episode, I share my biggest failures to help you save time, money, and effort.By Ryan Lazanis
…
continue reading
Niching is a powerful tool to cut through the noise. But should your firm do it? And if so, how? Listen to this episode to find out.By Ryan Lazanis
…
continue reading
1
The 5 Biggest Factors Impacting Your Firm's Valuation [In Order]
5:07
5:07
Play later
Play later
Lists
Like
Liked
5:07
Do you know what actually impacts your firm’s value? Discover the 5 key factors buyers consider when determining your firm's worth.By Ryan Lazanis
…
continue reading
1
7 Big Misconceptions Firms Have About Overseas Offshoring
6:28
6:28
Play later
Play later
Lists
Like
Liked
6:28
I’ve built remote teams for over a decade. If you want to hire offshore team members, make sure you avoid these 7 big misconceptions.By Ryan Lazanis
…
continue reading
1
The Pricing Trick to Avoid Price Disagreements
5:38
5:38
Play later
Play later
Lists
Like
Liked
5:38
By Ryan Lazanis
…
continue reading
Discover a step-by-step process to rank your clients and eliminate your worst ones, so you can cut workload and boost profitability.By Ryan Lazanis
…
continue reading
Leveraging partnerships can grow your business fast if done right. Follow these steps to improve your chances of landing more partnerships.By Ryan Lazanis
…
continue reading
Your clients aren't interested in your processes or tasks. Discover what they truly want and how you can better satisfy their needs.By Ryan Lazanis
…
continue reading
If your goal is to systematize your firm, improving processes shouldn't be your top priority. Find out why in this episode.By Ryan Lazanis
…
continue reading
In business, we often lose sight of what’s truly important. This episode serves as a reminder to re-center and focus on what matters most.By Ryan Lazanis
…
continue reading
Effective marketing doesn’t always have to be complex. Discover a simple yet effective strategy overlooked by most firms.By Ryan Lazanis
…
continue reading
I'm a strong advocate of remote work but in-person shouldn't be overlooked. Find out the benefits and drawbacks of each approach.By Ryan Lazanis
…
continue reading
1
New Service Idea Time-Saving Accounting Audit
8:05
8:05
Play later
Play later
Lists
Like
Liked
8:05
Most firms struggle to show how they can save clients time. In this episode, I'll share how to market & sell this benefit effectively.By Ryan Lazanis
…
continue reading
Discover the drawbacks of pricing high. Learn to balance profitability with manageable work hours and scale your services effectively.By Ryan Lazanis
…
continue reading
Implementing cybersecurity measures to safeguard your firm should be a priority. Discover in this episode why it's very important.By Ryan Lazanis
…
continue reading
1
The Marketing Tactic You Should Be Using (But Aren't)
4:58
4:58
Play later
Play later
Lists
Like
Liked
4:58
To market to existing clients, you can use various strategies like newsletters, guides, etc. Learn which tactic is better than them all.By Ryan Lazanis
…
continue reading
Marketing is the practice that most firms use to attract new clients. But, do you really need it? Find out in this episode.By Ryan Lazanis
…
continue reading
Perfectionism is a common pitfall for accountants, but it stunts business growth. In this episode, I'll share practical tips to overcome it.By Ryan Lazanis
…
continue reading
Many firm owners work too much without a break. In this episode, I'll share a system to boost your profits while cutting your work hours.By Ryan Lazanis
…
continue reading
Discovery calls are set up with potential clients to assess and secure new business. Learn what you need to focus on to be more successful.By Ryan Lazanis
…
continue reading
1
The Inefficient Marketing Strategy That Works
5:22
5:22
Play later
Play later
Lists
Like
Liked
5:22
A lot of firms struggle with their marketing. In this episode, I shared a marketing strategy that might be inefficient but works.By Ryan Lazanis
…
continue reading
When I was running Xen Accounting, I also had my fair share of mistakes. Check out these mistakes and what should I have done instead.By Ryan Lazanis
…
continue reading
1
6 Things Your Clients Hate About Your Accounting Firm
6:29
6:29
Play later
Play later
Lists
Like
Liked
6:29
Explore common client frustrations with accounting firms and learn how to avoid them. Get actionable advice in this episode.By Ryan Lazanis
…
continue reading
Designing an effective sales process can be tough. In this episode, I'll explain what my sales process looked like and why I made it that way.By Ryan Lazanis
…
continue reading
1
3 Simple Ways to Collect Feedback From Your Clients
5:24
5:24
Play later
Play later
Lists
Like
Liked
5:24
Level up your firm's customer experience with these three effective methods to gather and understand client feedback.By Ryan Lazanis
…
continue reading
Unlocking systematization in your firm can help you scale your business much more easily. In this episode, we’re going to be talking about productized services, what they are, why your firm should be using them, and how to get started.By Ryan Lazanis
…
continue reading
Getting traction in your business is very important. Discover the ways you can improve yours to be on a closer path to success.By Ryan Lazanis
…
continue reading
It's important to know what your competitors are up to. But let's discuss why you should focus on your own personal growth instead.By Ryan Lazanis
…
continue reading
Ego can lead many firm owners away from their ultimate objectives. Check out how I was able to manage my ego and why you should too.By Ryan Lazanis
…
continue reading
One of the struggles for most firm owners is the effective delegation of tasks. Learn how to delegate and experience more workload reduction.By Ryan Lazanis
…
continue reading
1
The 1 Business System That Maintains My Sanity
6:16
6:16
Play later
Play later
Lists
Like
Liked
6:16
Learn my journey of implementing a system in my business that shifted me to a much more relaxed and stress-free mindset.By Ryan Lazanis
…
continue reading
Clients care about 4 things, and it's important to know them. By doing so, you'll have more success in price increases and much more.By Ryan Lazanis
…
continue reading
Working with ideal clients makes your business fun and easier to manage. Learn the reasons why it's important and how to identify them.By Ryan Lazanis
…
continue reading
How others perceive you and your firm can be impacted by your choice of words. Discover which words you should and shouldn't use.By Ryan Lazanis
…
continue reading
Streamlining your operations can improve your firm's scalability. Check out my 5-step process to enhance your workflows.By Ryan Lazanis
…
continue reading
Using various marketing tactics and resources sometimes won't guarantee results. As such, you need to consider this strategy.By Ryan Lazanis
…
continue reading
Innovating your firm is one of the most effective ways of improving your operations. Find out my recommendation on how you should do it.By Ryan Lazanis
…
continue reading
Most firm owners are not particular about the greater reason for their business. Find out why having a purpose is incredibly important.By Ryan Lazanis
…
continue reading
One of the most challenging aspects of running your firm is raising prices for your long-time and loyal clients. In this episode, I shared the reasons why it's reasonable to offer updated pricing and ways on how you should do it.By Ryan Lazanis
…
continue reading
Running a firm without the burden of timesheets can be challenging. In this episode, I shared actionable strategies to streamline your accounting firm for greater efficiency without relying on timesheets.By Ryan Lazanis
…
continue reading
1
7 Innovative Ideas to Level Up Your Firm’s Customer Experience
5:49
5:49
Play later
Play later
Lists
Like
Liked
5:49
Check out these innovative ideas regarding customer experience improvements. I also shared a bit of backstory about my personal experience.By Ryan Lazanis
…
continue reading
There's no such thing as a one-size-fits-all when it comes to marketing. That being said, this "strategy" is as close as you'll ever get.By Ryan Lazanis
…
continue reading
1
The Top 4 Non-Productive Activities for Firm Owners
5:25
5:25
Play later
Play later
Lists
Like
Liked
5:25
Maximize efficiency by recognizing and minimizing non-productive tasks. Explore the top 4 tasks to enhance productivity.By Ryan Lazanis
…
continue reading