--- title: Streamline your accounting firm playbook --- [Skip to content](https://landingpage.financial-cents.com/streamline-your-accounting-firm#main-content) [![FC-inline-4](https://landingpage.financial-cents.com/hs-fs/hubfs/FC-inline-4.png?width=220&height=35&name=FC-inline-4.png "FC-inline-4")](https://www.financial-cents.com) ![book](https://landingpage.financial-cents.com/hs-fs/hubfs/book.png?width=1603&height=2000&name=book.png "book") ## PLAYBOOK # Streamline Your Accounting Firm: **A Playbook for Reducing Workload and Improving Efficiency** Ryan Lazanis, CPA shares the exact same strategies that helped him streamline his online accounting firm and take it to acquisition in just 5 years. [Download the playbook](https://landingpage.financial-cents.com/streamline-your-accounting-firm#playbook-form) ## Download the playbook ## You'll get Ryan's step by step playbook for: - Better planning capacity - Implementing the most important processes - Niching your services - Building your pricing packages - Improving collaboration and communication - Balancing workload during the busy season - Choosing the right tech stack - Avoid common rookie mistakes ![RL](https://landingpage.financial-cents.com/hs-fs/hubfs/RL.png?width=77&height=77&name=RL.png "RL") *“To create a smooth running firm, we have to remove bottlenecks. We have to have formulas, systems, and processes in place. These systems are derived around what you offer. If you have a million different ways to offer something to a client, there's always going to be bottlenecks.”* ## Ryan Lazanis ## Who is this playbook for? ### Bookkeepers and Accountants looking to: - Build firms that give them the lifestyle they want - Improve their pricing to reflect the value they provide - Implement systems and processes that help streamline their firms - Have a better-managed busy season  - Reduce workload and improve efficiency - Build firms people want to be a part of ![shutterstock_1119914996](https://landingpage.financial-cents.com/hs-fs/hubfs/shutterstock_1119914996.png?width=2000&height=1334&name=shutterstock_1119914996.png "shutterstock_1119914996") [Download the playbook](https://landingpage.financial-cents.com/streamline-your-accounting-firm#playbook-form) # **Some** # **Takeaways**   [Download the playbook](https://landingpage.financial-cents.com/streamline-your-accounting-firm#playbook-form) ![Screenshot 2023-05-15 at 14.12.37](https://4740670.fs1.hubspotusercontent-na1.net/hub/4740670/hubfs/Screenshot%202023-05-15%20at%2014.12.37.png?width=1200&length=1200&name=Screenshot%202023-05-15%20at%2014.12.37.png) ![Screenshot 2023-05-15 at 14.13.12](https://4740670.fs1.hubspotusercontent-na1.net/hub/4740670/hubfs/Screenshot%202023-05-15%20at%2014.13.12.png?width=1200&length=1200&name=Screenshot%202023-05-15%20at%2014.13.12.png) ![Screenshot 2023-05-15 at 14.13.27](https://4740670.fs1.hubspotusercontent-na1.net/hub/4740670/hubfs/Screenshot%202023-05-15%20at%2014.13.27.png?width=1200&length=1200&name=Screenshot%202023-05-15%20at%2014.13.27.png) ![Screenshot 2023-05-15 at 14.13.36](https://4740670.fs1.hubspotusercontent-na1.net/hub/4740670/hubfs/Screenshot%202023-05-15%20at%2014.13.36.png?width=1200&length=1200&name=Screenshot%202023-05-15%20at%2014.13.36.png) ![Screenshot 2023-05-15 at 14.13.46](https://4740670.fs1.hubspotusercontent-na1.net/hub/4740670/hubfs/Screenshot%202023-05-15%20at%2014.13.46.png?width=1200&length=1200&name=Screenshot%202023-05-15%20at%2014.13.46.png) ![Screenshot 2023-05-15 at 14.13.55](https://4740670.fs1.hubspotusercontent-na1.net/hub/4740670/hubfs/Screenshot%202023-05-15%20at%2014.13.55.png?width=1200&length=1200&name=Screenshot%202023-05-15%20at%2014.13.55.png) ![Screenshot 2023-05-15 at 14.14.02](https://4740670.fs1.hubspotusercontent-na1.net/hub/4740670/hubfs/Screenshot%202023-05-15%20at%2014.14.02.png?width=1200&length=1200&name=Screenshot%202023-05-15%20at%2014.14.02.png) ![RL](https://landingpage.financial-cents.com/hs-fs/hubfs/RL.png?width=77&height=77&name=RL.png "RL") *“Why did you start your business in the first place? Usually, it's because you wanted a better lifestyle. It's not just about making all this money. It's about having more time with family and going on vacation. It’s about lowering stress and having more freedom.”* ## Ryan Lazanis ## About Ryan Lazanis Building my firm was a very interesting yet confusing experience for me because I didn't know what path to take. But when I took a step back, and clarified my purpose, it made things clearer for me. That’s why I’m building Future Firm as the resource that I wish I had when I was running my firm. I help firm owners fast track their success and build a modern firm that helps them enjoy their life, work less all while earning a comfortable living. I now have the opportunity to educate 8,000+ firm leaders via my [free weekly newsletter](https://futurefirm.co/newsletter) each week along with coaching 700+ successful students inside my [Future Firm Accelerate](https://futurefirmaccelerate.com/) online coaching program. ![hub_03_18_linkedin_1200x900](https://landingpage.financial-cents.com/hubfs/hub_03_18_linkedin_1200x900.png "hub_03_18_linkedin_1200x900") --- ![shutterstock_1410324722](https://landingpage.financial-cents.com/hubfs/shutterstock_1410324722.png "shutterstock_1410324722") ## About Financial Cents [Financial Cents](https://financial-cents.com/?utm_source=playbook&utm_medium=email&utm_campaign=research&utm_term=advisory) is a project management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use. Whether you’re just beginning to document your processes or have been doing it for a long time, our [workflow checklist templates](https://financial-cents.com/accounting-workflow-templates-forms/?utm_source=playbook&utm_medium=email&utm_campaign=research&utm_term=advisory) that are both editable and customizable will get you up and running in no time. Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents. Hear from [our clients](https://www.youtube.com/watch?v=cS-78yOntj8&list=PL4AxNfBt5JI-iDYQk4s2vG3UUiQI1r4mG). [Start a free trial](https://app.financial-cents.com/register?_gl=1*15zkalu*_gcl_aw*R0NMLjE2Nzg5NDA5MTYuRUFJYUlRb2JDaE1JaTZMWnNOcmdfQUlWaXNESUNoMUF3QWlnRUFBWUFTQUFFZ0tSMmZEX0J3RQ..*_ga*NjgwMTc0MDY5LjE2NzU2OTg4MjI.*_ga_3443NED6H5*MTY3OTcxODM1My4xMzkuMS4xNjc5NzIwNTQwLjQ2LjAuMA..&utm_source=playbook&utm_medium=email&utm_campaign=research&utm_term=advisory) ## Over 1,000 accounting firms love Financial Cents It's been a great experience and a relief to get some help in my day-to-day workflow. --- ![joy](https://landingpage.financial-cents.com/hs-fs/hubfs/joy.png?width=60&height=60&name=joy.png "joy") Dr Joy B Financial Cents has helped me prfioritize my work and provide me with profitability data of my clients.  --- ![meg](https://landingpage.financial-cents.com/hs-fs/hubfs/meg.png?width=60&height=60&name=meg.png "meg") Meghann M Highly recommend. Great price and time saver than the other options I tried - Jetpack and Aero. --- ![chris](https://landingpage.financial-cents.com/hs-fs/hubfs/chris.png?width=60&height=60&name=chris.png "chris") Chris W