Building the Accounting Firm of the Future
Petar Iliev
Chief revenue officer, TaxDome
1 CPE for CPA
Overview
Many accounting firms struggle to grow because their success depends too heavily on the owner’s personal involvement. This session focuses on how to build structure, not just hire more people, to create true capacity and sustainable growth.
This session is sponsored content by TaxDome.
Objectives
Upon completion of this session, you will be able to:
- Establish a clear team structure that supports delegation and accountability
- Define and document repeatable workflows to create consistency and reliability across staff
- Identify and remove personal bottlenecks that limit growth
- Design a clear process from prospect inquiry to ongoing client relationship management that reduces chaos and owner dependency
CPE
| Governing body | CPE credits | Designation | Field of study |
|---|---|---|---|
| IRS | 0 | AFSP | N/A |
| IRS | 0 | EA | N/A |
| NASBA | 1 | CPA | Business Mgmt & Organization |
| CTEC | 0 | CRTP | N/A |
| CFP Board | 0 | CFP® | N/A |
Details
Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live