Skip to content

Building the Accounting Firm of the Future

Petar Iliev Chief revenue officer, TaxDome

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

Feel the sizzle of what’s next.