Accounting Automation

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 profession, including women/family initiatives, DEI, work-life harmony, and value rather than time. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• The benefits of joining a leadership academy.
• How Mike became a Change Agent for accountants.
• The difference between production skills and leadership skills.
• Ways a career coach can help you make decisions.
• The power of networking when looking for a new job.
• The core problems in accounting.
• Common strategies accounting firms use to free up time.
• How to decide which clients to focus your energy on.

Resources:

• Aprio
• AICPA Leadership Academy
• The Big Leap
• EQ vs. IQ
• Delivering Happiness
• The Happiness Project
• NxtStep

Connecting with Mike Maksymiw:

• LinkedIn
• Email

Connecting with the host:

• Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

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 quickly established himself as an Entrepreneur’s CPA and an expert in technologically advanced accounting systems, being one of the first firms nationwide to offer complete online accounting solutions.

Since its founding, Wendroff & Associates has grown in size each year and Brian has continued to upgrade the firm’s business advisory services to include outsourced CFO services, budgeting and forecasting and high-level tax planning models, and free accounting and tax strategies on its social media.

As Brian is fond of saying, a CPA firm needs to think of its clients throughout the year, not just at tax time. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• Thinking of automation in terms of the process behind it.
• How automation can improve workflow efficiency.
• Workflow efficiency tools that can bring systems together.
• How to learn about new technologies that improve workflow.
• How difficult it is to learn how to use automation technology.
• The impact automation can have on tax season.
• How accounting teams respond to new automation technologies.

Resources:

• Wendroff & Associates
• QuickBooks
• Zoom
• Gmail
• Slack
• Zapier
• Built to Sell
• The E-Myth Revisited
• NxtStep

Connecting with Brian Wendroff:

• LinkedIn
• Email

Connecting with the host:

• Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

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 on this episode of Accounting Automation:

• Ways the traditional accounting firm business model is broken.
• How accountants can get away from billing by the hour.
• The best way to raise prices as an accountant.
• How CPA’s can transition from employee to business owner.
• The different skills CPAs need when they become business owners.
• How narrow a niche CPA’s should focus on.
• The importance of specalization.

Resources:

• Business Strategy for CPAs Podcast
• She Thinks Big Coaching
• NxtStep

Connecting with Geraldine Carter:

• LinkedIn
• Website
• Email

Connecting with the host:

• Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Tonya Moffitt is the Managing Partner of Merina+Co where she performs and manages governmental audits. The firm prides itself in offering long-term careers, low turnover, and advancement opportunities with Tonya starting there as an intern and becoming a Partner by 31.

Tonya’s main passion is teaching and mentoring professionals on technical and soft skills. She wants to encourage others to build new competencies to create their own legacy, both professionally and personally. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• How Tonya stopped having a busy season in her firm.
• The value of having a mission statement that your team really believes in.
• How staff responded to Tonya ending municipal audits and pivoting towards 100% advisory and consultancy work.
• The financial outcome of a firm focusing solely on advisory and consultancy work.
• The benefits of letting staff work four ten-hour days and why Tonya’s firm offers staff a one-month sabbatical.
• The importance of soft skills and having team members with leadership skills.
• How to attract high-quality staff to your firm.
• The impact Merina+Co is having on communities.

Resources:

• Merina+Co
• Extreme Ownership
• Difficult Conversations
• Burnout
• NxtStep

Connecting with Tonya Moffitt:

• LinkedIn

Connecting with the host:

• Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/