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