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Scaling Your Firm: A Start-to-Finish Guide for Accounting Firms

SCALING YOUR FIRM: A START-TO-FINISH GUIDE FOR ACCOUNTING FIRMS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 8, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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As the CEO of Financial Cents, Shahram Zarshenas spends his time helping accountants get visibility across their firm to prevent things from falling through the cracks. Prior to Financial Cents, he founded an investment banking firm that helped software companies scale and exit their business.

About Our Presenter

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Financial Cents is an easy to use cloud-based accounting practice management solution that helps thousands of accountants scale and grow their firm. It provides everything accountants need to easily manage their team and hit their deadlines.