June 6, 2022 - Bottleneck Buster

E84: Transitioning Away From a Busy Season with Merina+Co’s Tonya Moffitt

Accounting AutomationBy Sean Boyce June 6, 2022

Managing Partner at CPA firm Merina+Co Tonya Moffitt joins me to discuss how she transitioned away from having a busy season, the value of offering staff four ten-hour days, and how to attract high-quality staff to your firm.

The value of being proactive

DailyBy Sean Boyce June 6, 2022

What do these terms mean and how do they work?

E83: How to Evaluate Applications and Tech with Aiwyn’s Pat Morrell

Accounting AutomationBy Sean Boyce June 6, 2022

Chief Revenue Officer at Aiwyn Pat Morrell joins me to discuss the new automation capabilities of Aiwyn, how it can help firms save time in their accounting practices, and how we can evaluate the usefulness of new applications and tech.

E82: Why your firm needs to be more proactive

Accounting AutomationBy Sean Boyce June 6, 2022

Your clients don’t want you to wait for them.