How to automate by ROI

Many of the accounting firms I connect with often want to leverage the advantages of automation but don’t know where to start.

The problem is if you choose to implement a project that your firm isn’t ready for you could end up doing more harm than good.

Think of it like a New Years resolution to get in better shape. A mistake would be to try to go from doing nothing to running a marathon. You’ll probably wind up getting hurt which means you won’t be able to exercise at all.


Makes sense but how should my firm plan to start?

First, you need to know where your firm is and where you want it to be. That way we can chart a path from A to B.


OK, but what’s the next step from there?

You need to break down the progression from A to B into phases. Between the phases is a milestone to reach. These milestones will become the steps to complete along the way.

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Got it, but how do we know how to order the steps?

Like any good accountant would, by ROI. We measure the return on investment for completing each step in the process to get your firm to where it needs to be. Once we know what the ROI is for each step we sort them in that order.

This will give you a data driven plan that your firm can work with to manage prioritization for investment into efficiency through automation.

Focus on automating by ROI.


Talk soon,

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