The 4-step system to remove yourself from day-to-day work
A free, practical guide for accounting firm owners who want to take
more time off and finally start working on their business – not in it.
If you’re a busy firm owner who wants more free time to actually live your life (instead of just working all the time), you need a better system for getting work off your plate.
Download the guide to learn and access:
- The exact 4-step delegation system that Ryan Lazanis uses to help hundreds of firm owners step out of day-to-day work
- The three types of tasks firm owners should never hold onto – and how to get them off your plate
- How top-performing firms structure their org chart to keep the owner out of the bottleneck
- A task triage method that shows you what to delegate, what to keep, and what to stop doing entirely
- A delegation planner + scoring system you can start using right away
Download the guide
About the host
Ryan Lazanis, CPA, scaled his cloud accounting firm from $0 to multiple 7 figures in just 5 years – while working about 35 hours a week. He then sold it to a large multinational corporation for a solid payout.
Today, he runs Future Firm, where he coaches 750+ firm owners and helps his 9,000+ newsletter readers systematize their firms and work less hours.
About Plooto
Plooto is a payment automation platform that helps accountants and their clients streamline accounts payable and receivable in one secure, easy-to-use solution. With automated workflows, built-in controls, and seamless accounting software integration, Plooto reduces manual work, minimizes risk, and eliminates costly human errors.
Designed to keep businesses in the driver’s seat, Plooto ensures that funds move with explicit approvals and full visibility—helping firms and their clients save time, stay compliant, and scale with confidence.
Founded in 2015 and headquartered in Toronto, Plooto serves over 12,000 businesses across North America and integrates with QuickBooks, Xero, and NetSuite for effortless reconciliation.
