Accountant's Flight Plan
Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again.
Accountant's Flight Plan
Automating your Accounting firm with Jetpack Workflow’s CEO, David Cristello (Podcast)
Allocating time and energy toward automation can seem daunting, but truthfully it's just tedious. It’s a matter of selecting the right software and getting support to help integrate. Help could come from a team member or an external coach to help move your clients over 1 by 1.
I’ve always said it’s analogous to doing dishes. You can only load one dish at a time, and you can only convert one client at a time. Tedious for sure, but when you think about the potential to scale while reducing your owner hours the temptation to automate grows. The fact of the matter is, it makes your firm highly marketable.
In this episode, David and I cover a lot of ground in the realm of automation. We got to see how our perspectives in tech and in brokerage influenced each other and played off one another's viewpoints for the future of the industry. There's some great back and forth here that I think you'll enjoy.