How to Scale Your Practice by Leveraging Systems & Technology

Overview

Attendees will learn how to scale their practice (increase revenue without a subsequent increase in costs) while leveraging systems and technology. Most accounting firms are relying on the owner to be the “technician”. To scale (and increase value in the firm), the owner needs to transition from being the one who does the work to the one who manages the work through systems. This workshop will show them how.

Highlights

• The percentage of small accounting firms that make more than $1mm in annual revenue
• How to scale your practice without going broke in the process.
• The four reasons why very few firms make more than $1mm in annual revenue
• ‘Scaling’ defined
• How to know if you’re ready to scale your practice.
• The four “scalable” questions you should continually ask yourself
o “Am I generating cash in a scalable way?”
o “Are my services scalable?”
o “Are my systems scalable?”
o “Do I have a scaling mindset?”
• The types of team members needed in order to scale.
• How to structure your team.
o For bookkeeping
o For tax prep / tax advisory
o For CFO Advisory
• How to build a marketing machine that scales.
o For bookkeeping
o For tax prep / tax advisory
o For CFO Advisory
• How to scale the delivery of practice.
o For bookkeeping
o For tax prep / tax advisory
o For CFO Advisory

Designed For

This topic is essential for accounting professionals who want to grow a profitable and sustainable firm in today’s evolving marketplace. As client expectations rise and competition increases, firms must go beyond simply offering great service. They must scale effectively without sacrificing quality or burning out. This session offers a clear, strategic framework for building a seven-figure firm without going broke in the process.

Attendees will gain practical insights on:
• Why most small accounting firms never reach $1 million in annual revenue.
• How to assess whether their practice is ready to scale.
• Structuring their team and services for sustainable, scalable growth.

By attending this session, accountants will understand how to build a practice that generates consistent revenue, supports long-term growth, and delivers value across core service areas such as bookkeeping, tax, and advisory.

Objectives

1. Identify the key reasons why most small accounting firms do not surpass $1 million in annual revenue.
2. Define what it means to scale an accounting practice and determine whether their firm is ready to do so.
3. Evaluate their practice using four essential “scalability” questions related to cash flow, services, systems, and mindset.
4. Describe the types of team members required to scale different service lines, including bookkeeping, tax, and CFO advisory.
5. Explain how to structure teams for each core service area in a scalable way.
6. Outline strategies for building a scalable marketing engine tailored to bookkeeping, tax, and CFO advisory services.
7. Discuss best practices for scaling the delivery of services across multiple practice areas while maintaining quality and profitability.

Notice

This is a virtual live seminar.