- What's Next For Accounting?
- What's Next For Accounting? - Issue #115
What's Next For Accounting? - Issue #115
🍸 Toasting To A Better 2024
A collection of resources to take your firm in a positive direction in 2024, or convince a colleague you aren’t the only one who thinks this way:
Build a more profitable, more mission-oriented firm by developing a new policy for low bono work
Get paid for discovery work, and start clients at 2x your normal rate
Watch this if you’re still stuck on a price increase
And if you’re considering whether this firm running stuff is still for you, here’s my story
Develop a preaccounting process to alleviate the headache of fetching client docs & receipts
And transition to automated info requests - you’ll never go back
Optimize your busy season - most firms have simple steps they can take to drastically reduce busy season workload
Transition to scheduled intake, and scheduled delivery. Plan your entire year’s worth of client deliverables. Sounds hard, I know! But the folks doing it have taken back control of their businesses
🤔 What Would You do?
You've got a missed call, a text, and an email from a client
"They want to chat" but offer no further details.
💎This Week's Sponsor
Have a product or job opening to advertise? Reply to this email for more info.
📅 This Week
Mate is an AI agent that lives right on your desktop, performing actions based on what’s on your screen. Desktop agents are happening 👏👏 huge for accountants
A new meeting scheduler to automatically qualify & route leads to the proper team member
For $25/mo Monica gets you unlimited access to GPT-4, a browser assistant, image generator and email reply assistant
😍From The Community
My private peer networking community Realize for firm leaders, now capped at 500 members.
01/02 🧠 Mastermind Season 7 Kickoff
01/05 🏫 Hall Pass - Live Coaching with Brandon Hall
01/16 💘 Swiping Right - Building a Firm Profile with Kellie Parks
01/16 🧠 AMA with Ben Coons - Offshoring for CAS & Bookkeeping with Jason Staats
01/25 🌴 Take A Step Back with Geraldine Carter
01/29 🕸️ Into The Chadiverse with Chad Davis
▮▮▮▮▮▮▮▮▮▮▮▮▮▮▯▯▯▯▯▯ 379/500 members