Small firm health check

How healthy is your firm? If you’re not sure, it’s time for a checkup.

As a small CPA firm owner, you know what it’s like to break away and start your own business. If you’re feeling complacent in the grind of everyday work, it might be time to step back and take stock of your firm’s health.

Upon completion of this checklist, you’ll walk away with real-world insight on how to:

  • Take a critical look at your revenue goals and create a big-picture strategy to drive your firm’s profitability and success. 
  • Connect with your purpose, foster more meaningful client relationships, and improve work-life balance.
  • Use technology to streamline operations and save time so you can focus on more value-added activities. 

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