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Automate Everything with Andrew Lassise

January 27, 2022 TRN Podcast

On this new episode of the Tax Rep Podcast, Eric is joined by a very special guest: Andrew Lassise. It’s likely that many of you already know Andrew, as he has his own popular podcast, Tech Talk for Accountants Show. In fact, it was through this podcast that Eric and Andrew first met, ultimately leading to today’s chat, which includes a variety of topics, such as how to make money by leveraging technology, scaling your enterprise so it’s no longer a ‘practice’ but a ‘business’ that you work on instead of work in, and streamlining your operation.

Eric chose the theme of automation because tax season is upon us, and it’s important for all tax professionals to get their arms around their practice. In order to do this, Eric first recommends that you rank your clients. Next, get rid of all clients you’ve given a D or F grade. Then, raise your prices so that you are making what you should be making.

In short, do less work, have fewer headaches, but earn more money!

Remember, you control your calendar, meaning you—and only you—can effectively put the system in place to do what you need to do. If you don’t want to work until midnight, don’t work until midnight. Sound good?

Don’t miss Eric and Andrew’s full conversation on automation. Episode #118 of the Tax Rep Podcast is available now!

Want to connect with Andrew?  Check out https://tech4accountants.net

Sign up for more episodes here: https://taxrepllc.com/subscribe-tax-rep-network-podcast/

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