Playbook: Streamline Your Accounting Firm: A Playbook for Reducing Workload and Improving Efficiency
Ryan Lazanis, CPA shares the exact same strategies that helped him streamline his online accounting firm and take it to acquisition in just 5 years.
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Who is this playbook for?
Bookkeepers and Accountants looking to:
- Build firms that give them the lifestyle they want
- Improve their pricing to reflect the value they provide
- Implement systems and processes that help streamline their firms
- Have a better-managed busy season
- Reduce workload and improve efficiency
- Build firms people want to be a part of
“To create a smooth running firm, we have to remove bottlenecks. We have to have formulas, systems, and processes in place. These systems are derived around what you offer. If you have a million different ways to offer something to a client, there’s always going to be bottlenecks.”
-Ryan Lazanis
About Ryan Lazanis
Building my firm was a very interesting yet confusing experience for me because I didn't know what path to take. But when I took a step back, and clarified my purpose, it made things clearer for me.
That’s why I’m building Future Firm as the resource that I wish I had when I was running my firm. I help firm owners fast track their success and build a modern firm that helps them enjoy their life, work less all while earning a comfortable living.
I now have the opportunity to educate 8,000+ firm leaders via my free weekly newsletter each week along with coaching 700+ successful students inside my Future Firm Accelerate online coaching program.
“Why did you start your business in the first place? Usually, it’s because you wanted a better lifestyle. It’s not just about making all this money. It’s about having more time with family and going on vacation. It’s about lowering stress and having more freedom.”
About Financial Cents
Financial Cents is a project management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.
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