Send us a text Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other. The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achieving this equilibrium requires a deliberate shift in mindset, structure, and execution. This episode breaks down the core strategies Brolin shar...
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Send us a text Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other. The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achieving this equilibrium requires a deliberate shift in mindset, structure, and execution. This episode breaks down the core strategies Brolin shar...
How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA
Accounting Flow Podcast
45 minutes
10 months ago
How to Use Frameworks to Grow Your Accounting Firm w/Megan Comer, Roman Villard, CPA, and Chad Davis, CPA
Send us a text 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 e...
Accounting Flow Podcast
Send us a text Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other. The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achieving this equilibrium requires a deliberate shift in mindset, structure, and execution. This episode breaks down the core strategies Brolin shar...