As your firm grows, things start to slip through the cracks, important client deadlines are missed, and clients become upset. This is a problem that almost all firm owners face at some point. This happens because as your team grows, the way your firm operates changes, and running your firm on sticky notes and spreadsheets doesn’t work anymore. If you don’t change the way you run your firm, it will become challenging to scale your firm, client deadlines will be missed, and growth will slow.

Learning Objectives:

• Design a new plan for your growing team


• Determine how you can implement an easy-to-follow framework that will help you scale your firm with ease


• Evaluate an easy-to-use practice management tool that helps accounting firms collaborate with their team, stay organized, and track the status of client work