642 The Most Important Page On Your Accounting Firm Website [Getting this wrong wastes hours every week]

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In this episode, I break down how accounting firms can make their sales and discovery process less painful by moving repetitive information upstream, introducing pricing earlier, setting better expectations, and using AI meeting transcripts to continuously improve the process. I also launch a new segment, 🫖 Hot Tea, covering Xero drama, Drake’s new extraction tool, the Puzzle acquisition, practice management consolidation, and the growing tension between all-in-one platforms and open ecosystems. Then I answer 📫 Mailbag questions about remote staff accessing U.S. bank accounts, file management, accountant perfectionism, practice management for larger firms, K-1 and 1099 extraction, and building a tax planning and advisory practice.

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