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The CFO Project
This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.
On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap.
This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkeepers on how to build, launch and scale a CFO and business advisory service.
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https://thecfoproject.com/newsletter
The CFO Project
How to Use Automation to Get Your Time Back (So You Can Get Paid More)
Are you spending too much time on manual data entry and repetitive tasks in your accounting firm? In this episode, our hosts discuss how leveraging the right automation tools can free up your time to focus on higher-value advisory services.
They provide practical advice on evaluating which processes to automate first by identifying where you're spending the most non-review time. You'll learn tips for overcoming the "control freak" mentality around trusting automated systems, implementing checks to ensure accuracy, and choosing software that reduces effort while maintaining quality.
Whether you're just starting to automate or want to take it further, this episode offers a roadmap for using technology to drive efficiency and profitability.
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About FinOptimal
https://www.finoptimal.com/