How to Stop Bottlenecks at Your Accounting Firm w/ Jen Hamilton

 

In this episode of “Building the Premier Accounting Firm,” Jen Hamilton sits down with Roger Knecht to discuss how accounting professionals can boost efficiency and productivity through effective operational strategies. Jen shares insights on motivating employees, identifying bottlenecks, and developing emerging leaders to drive profitability in accounting firms. 💼

Key Takeaways:

• 💡 Motivate employees by understanding their individual goals and aligning them with company objectives.

• 🔎 Identify operational bottlenecks by analyzing decision-making frameworks and process handoffs.

• 🌱 Develop emerging leaders through intentional soft skills training and mentorship programs.

• 📊 Implement key performance indicators (KPIs) to measure and manage team productivity.

• 🔄 Integrate sales and production processes to improve client retention and overall satisfaction.

Behind the Story:

Jen Hamilton’s transition from a CPA to an operations consultant was driven by her passion for people and processes. She noticed a gap in leadership and management training within accounting firms, leading her to develop strategies that combine financial acumen with effective team leadership. Her insights are particularly valuable for accounting professionals looking to scale their firms while maintaining a personal touch.

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Sign up to attend Jen's free monthly CEO & COO roundtables to learn from other professional services firm owners and leaders and share practical ways they have used to overcome common challenges in running a firm.  Sign up here: https://www.linkedin.com/company/hamilton-coos/events/

 

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant’s library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

• “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses.

• “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

• “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions.

• “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.

Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don’t want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.

 

In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we’ve identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It’s here you can become a:

 

• Professional Bookkeeper, PB

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Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

 

• The Accounting & Bookkeeping Tips Facebook Group

• The Universal Accounting Fanpage

• Topical Newsletters:

• Universal Accounting Success

• The Universal Newsletter

 

Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company’s Value.

 

For Additional FREE Resources for accounting professionals check out this collection HERE!

 

Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don’t want to miss.

 

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback

 

For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777