Episode Details
Back to Episodes611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]
Description
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In this episode, I break down why practice management systems become such a nightmare for accounting firms and the six biggest traps firms fall into when selecting, migrating, and rolling out a PM platform. I explain why there’s no perfect system, why demos are misleading, how firms overload their teams with change, and why client portals fail adoption. Then I speedrun listener questions on AI pricing, niching risk, automating client back offices, workflow bottlenecks, and whether AI threatens accounting firms. I also debut a new segment.
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// Chapters:
00:00 - Practice management systems are high-stakes
01:21 - Dirty Dozen+ PM headaches
02:01 - The 6 biggest PM traps
14:17 - PM setup, migration, and adoption mistakes
24:07 - Roast My Podcast Reviews
31:24 - Mailbag
32:02 - Human vs AI accounting work
41:13 - Is AI replacing accounting firms?
43:49 - Does AI make niching riskier?
48:56 - AI automation opportunities in client workflows
51:15 - Why more accountants are starting firms
54:19 - Closing thoughts
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