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Expand Your CPA Firm’s Capacity To Accelerate Growth: Breaking Down 5 Methods

EXPAND YOUR CPA FIRM'S CAPACITY TO ACCELERATE GROWTH: BREAKING DOWN 5 METHODS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 14, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Capacity (or lack thereof) is one of the most critical challenges facing most accounting firms. Capacity is being viewed with a limited vision right now. All firms are focused on outsourcing for capacity relief, but there are really five elements to it. This session will highlight the actionable methods you can take to increase your capacity constraints and continue growing in the changing landscape.

Learning Objectives:


  • Determine how other firms are approaching/solving existing capacity constraints for relief purposes

  • Give examples of how CPA firms are also utilizing capacity solutions to grow their practices through the redirection of professionals, pricing strategies, RPA, and the addition of advisory service lines

  • Recognize how your firm can implement solutions to capacity-related challenges, without the need to hire additional staff to manage the process or deliver the services

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Bob is one of Accounting Today's Top 100 Most Influential People in Accounting. His focus is to build the Enterprise Value of CPA Firms using a process of mergers and acquisitions, succession planning, and refinement of a firm’s organic growth decisions. He has been exclusively supporting the CPA profession for 25-plus years and collaborates with firms of any size including a few of the largest firms in the country.

For firms looking to explore M&A, his team has a search process to identify tuck-ins or platform locations to build upon. Candidates can be CPA firms and non-accounting businesses such as tech companies, specialty management consultants, VARs, or other businesses. Bob and his team identify practices not up for sale or merger yet and manage the deal cycle from start through negotiations and closure.

Organic growth and firm succession are two areas Bob helps firms navigate. Organically, Bob acts as the Chief Growth or Advisory Officer for CPA firms. In these roles, he collaborates with leadership to shape the firm’s vision to refine their future organic growth, expand advisory capabilities, and use M&A as a focused growth catalyst. He helps firms analyze underperforming clients and instills a focused growth process. From a succession perspective, many firms want to preserve their legacy. Bob designs partnership buy-ins, compensation structures, and multi-layered incentive goals, and trains newer partners.

Bob is a frequent speaker nationally, at local events, and in individual firms. He was an accountant and has a Bachelor of Science in Finance and an MBA, both from DePaul University in Chicago, IL. 

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Doug is a Director at The Visionary Group responsible for the overall success of Visionary’s Mergers & Acquisitions sector. He specializes in conducting M&A searches from inception, through onboarding and the final closing of transactions. Doug leads our candidate firm profiling, development of targets, assessing the potential candidate fits, and deal structure & negotiations. 

A major component of his role is to facilitate structured and fair opportunities for all parties involved in M&A transactions. He spends the majority of his time speaking with Managing Partners, CEOs, and other key leadership positions inside CPA firms and non-accounting organizations. His focus is to increase deal flow and overcome obstacles as they arise during the M&A process. Doug has a proven track record of successfully establishing relationships with industry leaders to think outside the box when conducting M&A-related activities. The balance of his time is spent on building a strategic partnership network of trusted consultants and advisors. 

Prior to joining The Visionary Group, Doug spent time in key client-facing roles in the professional sports and startup technology industries. In these roles, he was responsible for leading several different sales, marketing, and account management campaigns catered towards Fortune 500 and 1000 companies. He holds a Bachelor of Science in Marketing from Illinois State University.

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.