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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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AI in Accounting, How to Offboard Clients, Optimizing Your Firm w/Billy Angelo
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Manage episode 431828385 series 1056289
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In this episode, host David Cristello interviews Billy Angelo, the managing partner of Angelo and Associates, who brings over 20 years of experience in the accounting industry. Billy shares insights on steering small businesses, specifically private practice owners, towards financial clarity and success.
They discuss topics such as off-boarding clients to focus on core strengths, tailored tax and financial solutions for enhanced profitability, and the importance of cash management during tax season. Tune in for a conversation filled with out-of-the-box thinking and valuable industry perspectives.
The listener will learn about offboarding clients, pricing, capacity, and AI in accounting firms.
371 episodes
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