AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Innehåll tillhandahållet av David Cristello and Jetpack Workflow. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av David Cristello and Jetpack Workflow eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

3M ago 38:14

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In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success.

They discuss topics such as off-boarding clients to focus on core strengths, tailored tax and financial solutions for enhanced profitability, and the importance of cash management during tax season. Tune in for a conversation filled with out-of-the-box thinking and valuable industry perspectives.

The listener will learn about offboarding clients, pricing, capacity, and AI in accounting firms.

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#Accounting #Business Disciplines #Accounting Education #Business Education #Accountingtoday #Charteredaccountants #Practice #Tax #David Cristello #Jetpack Workflow #Business #MBA #Marketing #Podcasting Education #AICPA #CPA #Bookkeeping #IT Management