Do you feel "stuck" with too much compliance work, despite wanting to move into advisory? Maybe you're unsure about whether it's the right time to hire—or which roles will fuel the next stage of your firm's growth? Perhaps your firm is spending too much time on non-value-add tasks like tracking document requests or searching in too many places for things your team needs to do the important client work.  Or maybe it's everything we just listed!

There is a way through, and it begins by unlocking the capacity you already have in your team.  To do that, you need a strategy and a (slight) mindset shift. In this lively and interactive webinar, Blake Oliver, CPA, and Chris Farrell, CPA, will share key things you can do to ensure your team is set up for success moving forward.

Blake and Chris will cap things off by demonstrating how the right tools can create a competitive advantage for your firm and unlock capacity without adding headcount.  A brief demo of Relay and Liscio will be included so that practitioners can see first-hand how much time can be saved on low-value repetitive tasks. 

This webinar is designed for any practitioner who wants to make improvements now so the upcoming year is more efficient, profitable, and enjoyable.  

Learning Objectives:

• Recognize where your firm and service mix currently fits in today’s market


• Predict where the market is headed and the forces you can’t ignore


• Evaluate how to create a foundation for advisory services


• Identify two tools that can be added to any practice to immediately unlock capacity