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Small Firm Owners: Becoming Your Firm’s CEO


This webinar title has been updated. It was previously hosted with the title BECOMING YOUR FIRM'S CEO
Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 12, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Hiring. Pricing. Marketing. Client relationships. Leadership. Automation and Boundaries. As a local firm owner, you’ve done it all—completed hundreds of tax returns, lost a lot of sleep, and restocked the office coffee machine. Congratulations and welcome to the executive suite. If you’re done being the technician and are ready to set your firm on a growth trajectory, there are 6 elements of practice management that you need to get right. Miss even one and you could struggle for years only to watch someone else build the firm of your dreams.

In this webinar, Jeff Phillips, CEO, and Roger Harris, President, of Padgett Advisors will share the playbook that has driven the growth of hundreds of firms within the Padgett Advisor network. From 15%+ YoY growth rates to 40% profit margins to firms breaking the $1M mark each year, Padgett firms have trounced revenue and profitability benchmarks for comparable firms year after year. How? By implementing a practice management system with 6 inseparable components:

Automate your workflows: From onboarding to data entry to delivering a perfect tax return every time, we’ll address the people, processes, and technology stack that enable true firm automation.

Systematize pricing: We’ll show you how to go from fuzzy billable hours to concrete tactics and technology for systematic, high-margin price setting.

Manage your clients: Learn the process and technologies you need to put in place to create an outstanding client experience and foster advisory relationships.

Market to those who matter: Discover an optimal online marketing program that can generate the sorts of clients you’ll want to have around for a long time.

Set unbreakable boundaries: The leader must not run on empty. We show you how to set work-life boundaries that cannot be broken and that have you out of the ($1M+) office in time for soccer practice, cello lessons, happy hour, or anything in between.

Become the CEO: See how to bring all these pieces together to create your firm’s operating system, a system that you work to perfect year after year and that propels your firm towards ever faster growth over time.

Learning Objectives:

  • List the 6 components of practice management that elevate the role of a firm CEO

  • Evaluate the 6 components and how they support the growth of a firm

  • Recognize how the CEO of a firm can utilize the 6 components to grow profits and support the operation of a successful firm

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Jeff Phillips is the Chief Executive Officer of Padgett. Since earning his economics degree from Baylor University and his MBA from Southern Methodist University, he has established himself as a leader in the accounting industry. He has been included on Accounting Today’s Top 100 Most Influential People list five times and serves on multiple professional and community boards. He is also the co-founder and former CEO of Accountingfly, a company working to match accountants with modern, innovative firms across the country. Jeff currently lives in his hometown of Pensacola with his wife and three children.

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Roger Harris is the president of Padgett and has been serving in this role since 1992. He has worked with the company for 50 years, since studying at the J.M. Tull School of Accounting at the University of Georgia. Prior to becoming president of the company, Roger served as President and Chairman of the Board for 10 years in one of the largest Padgett franchises in the system, giving him years of valuable expertise in the franchise industry. He has used his expertise as an industry expert in the Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News and Accounting Today. Roger has also offered testimony before Congress, putting his decades of experience to work as an advocate for small business legislation.

About Our Presenter

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Padgett is a leading franchise network of over 250 tax and accounting firms across North America, dedicated to providing small businesses with the financial and operating guidance they need to meet their goals. Our mission is to serve as trusted advisors. For small businesses we offer tax planning and preparation, payroll, bookkeeping and accounting. For franchisees, we provide comprehensive professional support, practice management coaching, proven marketing programs and software discounts all delivered within the context of a supportive community. 

At Padgett we empower small business leaders to identify and achieve their unique vision of success.