by Kelly Rohrs and Bilal Mehanna
Join hosts Kelly Rohrs, CPA, and Bilal Mehanna, CPA, MST, as they dive deep into the world of accounting and share their wealth of knowledge on running a public accounting firm. Whether you're a seasoned CPA, an aspiring accountant, or a business owner looking for financial guidance, consider "From Zero to Millions: Accounting Edition" your go-to podcast for valuable insights and practical advice. Kelly Rohrs, a firm owner and an experienced CPA with over a decade of experience, is known for her passion for helping businesses find success. Her expertise extends from small to medium-sized businesses, and she has been featured on podcasts like AICPA’s Tax Odyssey and Thomson Reuters Pulse of the Practice. Bilal Mehanna, founder of Mehanna CPAs & Advisors, brings his unique “in-the-trenches” knowledge of small AND online businesses to the show. With a background in both accounting and entrepreneurship, Bilal understands the challenges faced by small business owners. Kelly and Bilal cover a wide range of topics essential for success in the accounting world. From managing staffing and harnessing technology to perfecting billing strategies and setting achievable goals, they leave no stone unturned. They also delve into crucial aspects of HR and tax planning, providing practical advice that applies to CPAs, accountants, and business owners alike. Tune in to gain valuable insights, stay updated on industry trends, and learn how to navigate the complex world of accounting. Kelly and Bilal's expertise and passion for helping businesses succeed shine through every episode. Don't miss out on the opportunity to supercharge your accounting career and build the firm of your dreams!
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Publishing Since
10/10/2023
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December 25, 2024
<p>In this episode, we dive into the power of streamlined processes and smart automation with Jamie Gruel, co-founder of Workflows for Tax Pros, an innovative platform born out of the need for reliable, efficient systems tailored to the unique demands of tax professionals. We get into why having solid workflows isn’t just a luxury but a necessity for any thriving practice—and how these systems can transform the client experience while freeing up precious time.</p><p>We talk about the impact of automation on efficiency, and Jamie walks us through the key elements of creating client-focused workflows that prioritize quality service without sacrificing time. From onboarding to lead management, Jamie explains how effective workflows can enhance every step of the client journey. One highlight? Automated lead management, which ensures that no prospective client falls through the cracks. She also shares top tips for implementing these workflows, and reveals best practices that help tax pros hit the ground running and adapt seamlessly to this new level of efficiency.</p><p><br></p><p>What you'll hear in this episode:</p><p>[1:00] Meet Jamie Gruel: Co-Founder of Workflows for Tax Pros</p><p>[2:55] The Birth of Workflows for Tax Pros</p><p>[6:45] The Importance of Systems</p><p>[7:40] Automation and Efficiency</p><p>[9:25] Client-Focused Workflows</p><p>[10:45] Implementing Effective Workflows</p><p>[18:10] Onboarding and Lead Management</p><p>[19:35] Automated Lead Management</p><p>[26:40] Implementation Tips and Best Practices</p><p><br></p><p>Check out the Automations and Workflows Facebook Group <a href="https://www.facebook.com/groups/taxprosautomationsandworkflows/" rel="noopener noreferrer" target="_blank">https://www.facebook.com/groups/taxprosautomationsandworkflows/</a></p><p><br></p><p>Connect with Jamie <a href="https://www.linkedin.com/in/jamie-gruol" rel="noopener noreferrer" target="_blank">https://linkedin.com/injamiegroul/</a></p><p><br></p><p>Connect with Kelly <a href="https://www.linkedin.com/in/kellyrohrs/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/kellyrohrs/</a></p><p>Connect with Bilal <a href="https://www.linkedin.com/in/bmehanna/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/bmehanna/</a></p>
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