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How to Use Automation to Get Your Time Back (So You Can Get Paid More)

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Manage episode 419357022 series 3472847
Content provided by Adam Lean. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lean or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you spending too much time on manual data entry and repetitive tasks in your accounting firm? In this episode, our hosts discuss how leveraging the right automation tools can free up your time to focus on higher-value advisory services.

They provide practical advice on evaluating which processes to automate first by identifying where you're spending the most non-review time. You'll learn tips for overcoming the "control freak" mentality around trusting automated systems, implementing checks to ensure accuracy, and choosing software that reduces effort while maintaining quality.
Whether you're just starting to automate or want to take it further, this episode offers a roadmap for using technology to drive efficiency and profitability.
Sign Up For Our Newsletter:
https://www.accountantstrap.com/subscribe
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About FinOptimal
https://www.finoptimal.com/

  continue reading

53 episodes

Artwork
iconShare
 
Manage episode 419357022 series 3472847
Content provided by Adam Lean. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lean or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you spending too much time on manual data entry and repetitive tasks in your accounting firm? In this episode, our hosts discuss how leveraging the right automation tools can free up your time to focus on higher-value advisory services.

They provide practical advice on evaluating which processes to automate first by identifying where you're spending the most non-review time. You'll learn tips for overcoming the "control freak" mentality around trusting automated systems, implementing checks to ensure accuracy, and choosing software that reduces effort while maintaining quality.
Whether you're just starting to automate or want to take it further, this episode offers a roadmap for using technology to drive efficiency and profitability.
Sign Up For Our Newsletter:
https://www.accountantstrap.com/subscribe
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About FinOptimal
https://www.finoptimal.com/

  continue reading

53 episodes

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