Show Notes
What if the key to growing your tax or accounting firm isn’t working harder or hiring more people—but eliminating the work you shouldn’t be doing in the first place?
Eric Green sits down with JC Franzen, Director of Product Sync & Integrations at BILL, to explore how AI, automation, and a smarter technology stack are changing the economics of running a tax and accounting practice.
They discuss how firms can automate time-consuming back-office work like accounts payable, receivables, expense management, invoice processing, approvals, and data entry—and use that newfound capacity to serve more clients, expand into higher-value advisory services, and increase profitability without proportionately increasing overhead.
JC also explains how AI is helping identify unusual transactions, reduce costly human errors, and automate tasks that once consumed hours of staff time. Eric and JC also tackle the ROI question: if technology can turn hours of administrative work into minutes, the opportunity isn’t simply to save money—it’s to build a more scalable and profitable firm.
If you’re still writing checks, manually entering invoices, chasing payments, or paying staff to perform repetitive administrative work, this episode may change the way you think about your practice.
Check out Bill.com here: https://www.bill.com/TRN
Want to contact JC Franzen? She is on LinkedIn here: https://www.linkedin.com/in/jaunice-franzen/
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