#119 What Is The Right Structure For My Firm?

Season #1

As I start my day, I share snippets of my daily life, including managing house renovations and planning a trip to Dubai. Then, I discuss my upcoming speaking engagements for Quickbooks' Get Connected event.

Moving on to the main topic, I delve into the question of what is the best structure for your firm. I emphasize the importance of having client managers who serve as the main point of contact for clients. These managers should possess strong interpersonal skills and be able to handle client relationships effectively.

I also touch on the concept of a year-end team, consisting of individuals with expertise in handling complex tax planning and year-end accounts. Additionally, I highlight the significance of assigning responsibilities based on individual skill sets and experience.

Ultimately, there is no one-size-fits-all solution when it comes to determining the right structure for your firm. It depends on the type of work you undertake, the level of complexity involved, and the technical expertise required.

Finally, I stress the importance of giving clients a home within your firm, ensuring that they have a dedicated point of contact for all their needs. By establishing this structure and providing exceptional client service, your firm will thrive and grow.


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