The CPA Advisory Show Efficient and Effective Operations For Professional Service Firms with Alyson Caffrey
Alyson Caffrey of Operations Agency, is the founder of Operations Agency and co-creator of the Operations Simplified™ Framework. As a fractional COO for many high-growth businesses, Alyson fell in love with the results that clear ops bring to a service business. She and the team at Operations Agency are determined to help businesses thrive profitably, serve more clients and create high-performing teams. When it comes to streamlining the operations of a professional services firm, Alyson knows her stuff. Additionally, her website has a ton of free resources which we encourage you to check out.
In this episode Jeremy and Chris unpack these topics with Alyson:
- How to think about capacity planning for professional service firms
- How to prepare your firm for offshoring
- What is the best project management tool to use?
- “Standards of Excellence” for your team
- Why screencasting for service delivery is important and how to use it for your team and clients
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon