CPA Firm Leaders: No More Stressful Tax Seasons!
Tired of stressful tax seasons and struggling to scale your CPA firm? Our exclusive live, 4-session workshop shows you how to outsource in order to add capacity, address the skills shortage, improve work/life balance, drive profitability, and increase the value of your firm.
CPA Firms Are At A Crossroads, And Change Is Inevitable.
The tax season grind is real. You’re overworked, your team is stretched thin, and hiring top talent feels impossible. But what happens after tax season?
If you don’t have a plan to scale efficiently, reduce workload, and retain your best staff, you’ll stay stuck in the cycle of burnout, missed opportunities, and slow growth.
That’s why now is the time to act. This live, hands-on workshop will show you exactly how to outsource and delegate work the right way—so you can grow your firm without adding overhead.
🚀 Move faster with proven outsourcing strategies
⚡ Reduce risk and avoid common mistakes
📈 Build a profitable, scalable CPA firm—without adding stress
What You’ll Learn in This Live Workshop
✅ The CPA Outsourcing Blueprint – A step-by-step guide to outsourcing with confidence.
✅ The Real Business Case for Outsourcing – Financial benefits, cost savings, and competitive advantages.
✅ How to Structure Contracts & Agreements – Legal best practices to protect your firm and clients.
✅ How to Communicate the Change to Your Team – So they embrace it (instead of resisting it).
✅ How to Get Started Quickly & Easily – The first moves that make the biggest impact.
✅ Where to Find the Right Outsourcing Partners – Onshore vs. offshore, vetting providers, and avoiding common pitfalls.
✅ How to Maintain Quality Control & Compliance – Ensuring smooth client service and workflow integration.
Who Should Attend This Training?
✔️ Small to Mid-Sized CPA Firm Owners looking for a scalable way to grow.
✔️ Partners & Managing Directors who want to reduce workload pressure without sacrificing quality.
✔️ Firms Feeling the Talent Crunch that need a solution beyond hiring more staff.
✔️ Anyone Considering Outsourcing But Unsure Where to Start.
How This Workshop Training Is Different
Unlike generic webinars, this live, interactive workshop training gives you:
✔️ Direct expert access – Ask your questions live and get practical, tailored advice.
✔️ Step-by-step guidance – No fluff, just actionable insights and templates to implement immediately.
✔️ Offline support – Get additional help between sessions to ensure you’re making progress.
✔️ Proven frameworks – Used by successful CPA firms to scale without increasing overhead.
Why I Can Guide You
I started my career as a Scottish Chartered Accountant with EY in London, before spending years as a consultant with Accenture, Booz&Co, and ISG, working with both large corporations and smaller firms on how to use outsourcing strategically.
Outsourcing isn’t just about cutting costs—though that can happen. The real power of outsourcing is that it allows firms to scale efficiently while empowering their valued team members to focus on high-value work, rather than getting stuck in transactional tasks. When done right, outsourcing helps firms grow, retain top talent, and increase profitability—all while delivering more value to clients.
Last summer, I began working closely with CPA firms to understand the biggest challenges holding them back from growth. That work led to the development of the 2025 CPA Growth Strategy, and the 5 pillars of growth, starting with addressing the capacity issue.
How The Training Works
- 4 live training sessions
- Each session is 60 minutes
(though we’ll keep going until we’ve helped answer all your questions) - Starts 26th March 2025
- 12 noon Eastern
- Recordings available the same day
(and can be shared across your team) - Direct email access to me to answer any questions outside of the live events
