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From Burnout to Working 10 Hours/Week on his 1M Firm
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Workflow and Accountability
I have this ladder of accountability where I say you're accountable to the clients first and foremost. So it's all about giving that freedom with responsibility. We've got something that tracks workflow every client manager can see, they know what they need to do,. They are going to be held accountable to the their clients for everything that's required on those clients. It's quite a quite hands-off approach. And last of all, your accounts are more to me than anything else.
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