Shoperations, from Accounting High

The Accounting Messiah

Season 1 Episode 5

FACULTY: Ryan Lazanis, Jason Ackerman
CLASS: #Shoperations
TITLE: The Accounting Messiah

In this podcast episode, Scott and Ackerman interview Ryan Lazanis, the Founder of Future Firm, Xen Accounting, and a strategic advisor at BotKeeper. The discussion covers Ryan's journey into accounting, his introduction to cloud accounting and subscription billing, experiences with hiring the first employees, scalability challenges and strategies, considerations about clients and niche specialization, the evolutionary path of his firm, discovering his purpose, the process of selling his firm, the inception of Future Firm, common mistakes made by firms, the dynamics between competition and community, and cautionary advice regarding automation and other aspects within the accounting domain.

  • How Ryan Got Into Accounting
  • Introduction into Cloud Accounting and Subscription Billing
  • First Hires
  • Scalability
  • Clients and Niching
  • Evolution of the Firm
  • Finding His Purpose
  • Selling the Firm
  • Starting Future Firm
  • Biggest Mistakes Firms Make
  • Competition vs Community
  • Caution with Automation and other Sage Advice

Shout Outs:

Marie Phillips, Dark Horse, Xero, Padgett, Crunch Bookkeeping

00:03:01 How Ryan Got Into Accounting  
00:07:17 Introduction into Cloud Accounting and Subscription Billing
00:11:31 First Hires
00:14:21 Scalability  
00:18:22 Clients and Niching
00:22:43 Evolution of the Firm  
00:23:55 Finding His Purpose 
00:29:31 Selling the Firm
00:32:51 Starting Future Firm  
00:36:17 Biggest Mistakes Firms Make  
00:43:45 Competition vs Community
00:46:29 Caution with Automation and other Sage Advice  


What is Shoperations, from Accounting High?

You down with SOPs?!? On Shoperations, we learn all about systems and processes in accounting. It's firm owners talking ops. Let's Go!