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How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA
Manage episode 463565388 series 3582774
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Scaling your accounting firm requires strategy, structure, and a system that evolves with you.
It’s about creating frameworks—tailored, practical, and adaptable—to guide how your firm operates, serves clients, and builds a team culture that thrives.
At WorkflowCon 2024, three industry leaders—Megan Comer, Roman Villard, CPA, and Chad Davis, CPA—came together to share their hard-earned insights on frameworks.
They didn’t just talk theory—they gave actionable advice, real-world examples, and honest reflections on what’s worked for them (and what hasn’t).
Grab your headphones and tune in!
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Chapters
1. How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA (00:00:00)
2. Favourite aspects of working in a firm (00:02:03)
3. Frameworks for Growing a Firm (00:04:26)
4. Balancing Rigidity and Flexibility in Frameworks (00:08:46)
5. Frameworks and Service Delivery (00:12:03)
6. Empowering Employees and Department Development (00:23:04)
7. Capacity Planning and Pricing (00:40:10)
51 episodes
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