31. Drafting Your Ideal Firm: Streamlining Services and Maximizing Capacity

In this episode of The Practicing Accountant podcast, Doug and Dan explore how focusing on your service offerings can significantly increase your firm’s capacity, revenue, and overall efficiency. They discuss the importance of intentionally designing your business model, much like drafting a fantasy football team, to ensure you’re leveraging the right resources and staff in the most effective way possible.

They highlight the value of outsourcing, offshoring, and leveraging non-billable roles like virtual assistants and project managers to free up CPAs from low-value tasks. Additionally, they emphasize how narrowing down your service offerings to the most profitable and high-margin services can help grow your firm sustainably, improving both client satisfaction and your own work-life balance.

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