Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo
4 snips
Aug 1, 2024 In this engaging conversation, Billy Angelo, a managing partner with over 20 years of accounting expertise, discusses key strategies for navigating the accounting landscape. He delves into the process of offboarding clients to focus on core strengths, emphasizing the balance between revenue and fulfillment. Billy highlights the impact of AI innovations in accounting, showcasing tools that enhance efficiency and creativity. The duo also tackles the challenges of tax season, stressing the importance of effective communication and ethical pricing for strong client relationships.
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Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Tax Season Challenges
01:38 • 18min
Streamlining Accounting Workflows and Client Relationships
19:18 • 2min
Optimizing Team Schedules in Accounting
21:18 • 9min
AI Innovations in Accounting
30:03 • 6min
Exploring the Future of AI in Accounting and Client Engagement
35:58 • 2min