Host Michelle Weinstein speaks with Jamie Gruol about using revenue automation to unlock more income while working fewer hours. Jaime, co-founder of Workflows for Tax Pros, shares her expertise on how implementing automation can transform tax and accounting practices by streamlining client experiences and eliminating manual tasks. Tune in to learn how these strategies can reduce your workload, improve cash flow, and increase profitability without sacrificing client satisfaction. This conversation is a game-changer for tax professionals looking to work smarter, not harder!

Michelle Weinstein dives into the power of podcasting for lead generation. Joined by guest Shannon Weinstein, a fractional CFO and podcast host, they explore how podcasting has transformed Shannon's business and boosted her recurring revenue by five times. Shannon shares her insights on why podcasting is a game-changer for professionals looking to grow their client base and highlights practical steps for getting started. If you want to learn how to use podcasting to attract premium clients, this episode is packed with actionable advice!

Michelle Weinstein is joined by Ron Baker to discuss the concept of firm capacity and how it can transform your business. They dive into how adjusting your firm's capacity can lead to better client experiences, increased revenue, and more freedom. If you've ever felt overwhelmed by client demands, this episode offers practical strategies to optimize your client roster and boost your firm’s performance. Tune in to learn how to manage capacity effectively and create lasting success for your accounting firm.