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How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate
Manage episode 425911887 series 3582774
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In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm.
They touched on:
- Why streamlined processes are game-changers for accounting firms
- How to spot and fix those pesky workflow bottlenecks
- The coolest tools and tech that can boost your firm's efficiency
- Tips on keeping a close eye on your firm's health
Grab your coffee, get comfy, and tune in!
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1. How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate (00:00:00)
2. Assessing the health of Timothy’s construction accounting firm (00:00:35)
3. Team feedback and management systems (00:04:48)
4. Prioritizing client success through effective communication and delivering tangible wins (00:09:21)
5. Evaluating the health of accounting firms through niching and tangible outcomes. (00:14:35)
6. Niching in business for growth and efficiency. (00:20:01)
7. Pricing strategies, client communication, and firm health (00:26:00)
40 episod
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