151 Systematize your Firm to Gain Perspective on Purpose (feat. Ryan Lazanis, CPA)

Episode 151

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FACULTY: Ryan Lazanis, CPA
CLASS: #GuidePosts
TITLE: Systematize your Firm to Gain Perspective on Purpose
In this podcast episode, Scott interviews Ryan Lazanis, founder of Future Firm. Scott and Ryan offer valuable insights and strategies for accountants and entrepreneurs looking to find balance, purpose, and success in their professional lives, emphasizing the importance of prioritizing happiness, leveraging time and resources effectively, and embracing progress and innovation to thrive in the accounting industry.

Reviewing the ABC Tournament and its impact on productivity and focus.

The importance of taking an email detox to reduce distractions and improve mental well-being.

Finding a healthy balance between work and home life to prioritize happiness and fulfillment.

Identifying the point, purpose, perspective, and prize in one's professional and personal pursuits.

Exploring the relationship between time, money, and happiness, and determining the ideal balance.

The role of accountability in setting and achieving goals, both personally and professionally.

Leveraging higher leverage tasks to maximize productivity and impact.

Understanding the two states of an entrepreneur: operating as a solo practitioner or scaling the business.

The significance of systematizing your firm to improve efficiency and streamline operations.

Repricing strategies and the power of email marketing in attracting and retaining clients.

Capacity planning and effectively managing workload to avoid burnout and maintain quality service.

Developing a plan of action to transition out of the firm and step into a visionary role.

Ryan's personal journey in finding his purpose and being driven by frustration with the accounting profession.


Shout Outs:
Jason Staats, Blake Oliver, Brandon Poe, Tim Ferris, Enrico Palmerino, Joe Woodard, BotKeeper, Future Firm, Xen Accounting, Thrival

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