The 4-step system to remove yourself from day-to-day work
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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.
In this webinar recording, Ryan Lazanis, CPA and founder of one of North America’s first cloud accounting firms, shares his four-step system to help firm owners to escape day-to-day operations and finally start working on their business instead of in it.
Watch the video to learn:
- Why most firm owners find it so hard to delegate
- How Ryan removed himself from day-to-day work while scaling his firm to multiple seven figures
- The three easiest types of tasks to delegate first if you want to dramatically reduce your workload
- Why doing what’s most “efficient” in the moment actually hurts your team’s productivity
- How to create foolproof SOPs – even if you hate documenting things
Watch the video

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.
