Any accounting firm that is planning for growth faces the same questions. How can a firm add new clients and staff without losing control over quality, on-time performance, and profits? The answer is to prepare to scale your firm by installing systems and procedures that create a framework for productivity and sustainable growth.
Growth without losing control is absolutely possible, as long as the firm takes the time to install structure in four key areas of the firm’s operations: standardized workflows, a deliberately selected tech stack, centralized scheduling for client work, and a standardized revenue model.
Keep in mind that you can grow even if you don’t want to add new clients. If you follow the strategies outlined you will be able to grow your firm’s revenue even if you don’t increase your client base.
This best practice guide will help your firm:
- Understand how to implement standardized procedures
- Choose and implement your accounting tech stack
- Effectively centralize client scheduling
- Package and price your services
