Building off of the Journey to a Modern Accounting Firm Map, we will discuss the creation of firm roles that encourage efficiency and provide relief to firm owners while they scale their accounting organization. Firm owners are not free to just add any team role they want and at whatever pace they want. Most strategies are tied to the size of the organization. There are strategies that, when implemented in a particular order, successfully build teams that work effectively. We'll explore those in this important webinar.

Learning Objectives:

• Summarize the principles and strategy of building roles that can scale


• Determine how to restructure, replace, remove and/or add new roles using creative titling of roles and building out new levels of capacity to grow


• Identify the accountability structure and ongoing support that larger teams need to continue to operate efficiently


• Recall real examples of proper team building and structuring that improve efficiency practices in firms