Get Work Done Newsletter
Accounting Flow Podcast
How this firm owner built automation to achieve an increased client retention rate in his firm
0:00
-27:17

How this firm owner built automation to achieve an increased client retention rate in his firm

In this eye-opening episode, Korey Cournoyer, the Director of Corporate Development & Strategy at Growth Lab Financials, joins host Roman Villard to discuss the process for building efficient automation for your firm.

Their conversation covers how to leverage automation tools to serve clients better while improving retention, challenges firm owners face and how to navigate them.

0 Comments
Get Work Done Newsletter
Accounting Flow Podcast
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter daily and discuss ways to improve them.
Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.