Are you spending too much time on manual data entry and repetitive tasks in your accounting firm? In this episode, Adam is joined by Jesse Rubenfeld & Tom Zehentner from FinOptimal discuss how leveraging the right automation tools can free up your time to focus on higher-value advisory services.

They provide practical advice on evaluating which processes to automate first by identifying where you're spending the most non-review time. You'll learn tips for overcoming the "control freak" mentality around trusting automated systems, implementing checks to ensure accuracy, and choosing software that reduces effort while maintaining quality.

Whether you're just starting to automate or want to take it further, this episode offers a roadmap for using technology to drive efficiency and profitability.