The wisdom of being a lazy CPA

The most productive accountants do the least work — well, routine work, that is.

In my latest Accounting Today article, I share strategies to help you automate processes, delegate tasks, and leverage your expertise so you can focus on doing, well, anything else.

You'll learn how to:

  • Document processes using tools like Scribe

  • Create standardized checklists in Process Street

  • Integrate automation platforms like Zapier

  • Identify tasks to automate for maximum ROI

I also discuss why shifting to flat-fee services incentivizes your team to work efficiently, resulting in benefits for staff, clients, and firm owners.

Read the full article here: https://www.accountingtoday.com/opinion/the-wisdom-of-being-a-lazy-cpa