Podcast Episodes

613 Stop Writing SOPs for Your Accounting Firm. Do This Instead [The NEW way to build your SOPs]

Episode 613

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it do…

2 months, 1 week ago

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612 The Accountant Desk Setup: A Guide [10 tips to dial in your battle station]

Episode 612

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📩 Want a simple way to keep up with accounting firm and AI? I break it do…

2 months, 1 week ago

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611 The Most Important Software in your Accounting Firm [And the cost of getting it wrong]

Episode 611

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it do…

2 months, 2 weeks ago

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610 Most Accounting Firms Are Using Claude Wrong [5 Steps To Automate Agentic Work]

Episode 610

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it do…

2 months, 2 weeks ago

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609 6 Blockers to Adopting AI In Accounting Firms [And how to build an AI native accounting firm]

Episode 609

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it do…

2 months, 3 weeks ago

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608 6 Claude Cowork Use-Cases for Accounting Firms [Accounting firms are actually doing this!]

Episode 608

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it do…

2 months, 3 weeks ago

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607 Stop Trying To Land LEADS In Your Accounting Firm. Do This Instead. [This is putting accounting firms out of business]

Episode 607

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it do…

2 months, 4 weeks ago

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606 Is Now The Time To SELL Your Accounting Firm? [Timing the AI wave]

Episode 606

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it do…

3 months ago

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605 6 Steps To Workflow Your Way Into A Better Accounting Firm [Let’s get more work out the door]

Episode 605

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it do…

3 months ago

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604 Two Incredible Claude Cowork Updates for Accounting Firms [The two best updates of 2026]

Episode 604

🚀 Get smarter faster by learning with other firm owners: https://www.rlz.io/
📩 Want a simple way to keep up with accounting firm and AI? I break it d…

3 months, 1 week ago

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