Accounting Automation: The Definitive 2023 Guide by Ryan Lazanis at Future Firm

Ryan Lazanis is the founder of Future Firm. From his website:

Future Firm® provides you with coaching & education to help systematize and scale your firm.

I’m a CPA who built my own online firm from scratch to sale in only 5 years. My goal is to teach the lessons that I’ve learned along the way to help shape your own modern firm.

So follow along to get actionable advice that helps improve your firm when it comes to technology, marketing & practice management.

Here’s his 2023 report on scaling your firm with accounting automation. Naturally, we love #10 which features Uncat. Ryan also posted on LinkedIn: “The back-and-forth inefficiencies created by trying to identify transactions in your client's books can be streamlined with tools like Uncat.”

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Creating bank rules in QuickBooks to separate American Express (AmEx) transactions by cardholder