The Tools You Need to Build an Efficient Practice

The CFO Project

13-08-2024 • 23 min

Ever feel like you're drowning in paperwork and working crazy hours? Nick Boscia's been there. In this eye-opening chat with Adam Lean on The CFO Project Podcast, Nick spills the beans on how he turned his dad's old-school accounting firm into a modern powerhouse. We're talking double the clients without doubling the workload. If you're an accountant, CPA, or bookkeeper dreaming of a life beyond spreadsheets, you'll want to tune in.

Nick's got the lowdown on cool tech that'll make your life easier, from document management to automated billing. Plus, he shares some slick tricks for handling client communication and growing your business. Whether you're looking to jazz up your practice or just want to clock out at a reasonable hour, this episode's packed with practical tips you can actually use. So grab a coffee and hit play – your future self will thank you.

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And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

Learn More About The CFO Project:
https://thecfoproject.com/

Learn More About Nick Boscia
https://www.bosciapc.com/about-us

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