How to Stop Bottlenecks at Your Accounting Firm w/ Jen Hamilton

Building the Premier Accounting Firm

In this episode of “Building the Premier Accounting Firm,” Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in accounting firms. 💼

Key Takeaways:

• 💡 Motivate employees by understanding their individual goals and aligning them with company objectives.

• 🔎 Identify operational bottlenecks by analyzing decision-making frameworks and process handoffs.

• 🌱 Develop emerging leaders through intentional soft skills training and mentorship programs.

• 📊 Implement key performance indicators (KPIs) to measure and manage team productivity.

• 🔄 Integrate sales and production processes to improve client retention and overall satisfaction.

Behind the Story:

Jen Hamilton’s transition from a CPA to an operations consultant was driven by her passion for people and processes. She noticed a gap in leadership and management training within accounting firms, leading her to develop strategies that combine financial acumen with effective team leadership. Her insights are particularly valuable for accounting professionals looking to scale their firms while maintaining a personal touch.

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers: Sign up to attend Jen's free monthly CEO & COO roundtables to learn from other professional services firm owners and leaders and share practical ways they have used to overcome common challenges in running a firm. Sign up here: https://www.linkedin.com/company/hamilton-coos/events/

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For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777