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How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA
Manage episode 463565388 series 3582774
Nội dung được cung cấp bởi Financial Cents. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Financial Cents hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Scaling your accounting firm requires strategy, structure, and a system that evolves with you.
It’s about creating frameworks—tailored, practical, and adaptable—to guide how your firm operates, serves clients, and builds a team culture that thrives.
At WorkflowCon 2024, three industry leaders—Megan Comer, Roman Villard, CPA, and Chad Davis, CPA—came together to share their hard-earned insights on frameworks.
They didn’t just talk theory—they gave actionable advice, real-world examples, and honest reflections on what’s worked for them (and what hasn’t).
Grab your headphones and tune in!
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Chương
1. How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA (00:00:00)
2. Favourite aspects of working in a firm (00:02:03)
3. Frameworks for Growing a Firm (00:04:26)
4. Balancing Rigidity and Flexibility in Frameworks (00:08:46)
5. Frameworks and Service Delivery (00:12:03)
6. Empowering Employees and Department Development (00:23:04)
7. Capacity Planning and Pricing (00:40:10)
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