5 factors of a successful small firm
You've attracted great talent—now how do you build a practice they'll never want to leave? Join Paul Meissner from 5 Ways Group as he unveils the proven framework that transforms struggling small firms into thriving, profitable practices. Beyond recruitment lies the challenge of creating systematic success that doesn't depend on heroic efforts from overworked owners. Discover the five critical pillars that separate sustainable practices from those constantly firefighting: from operational efficiency and client experience to team development and financial management. This isn't theory—it's a battle-tested methodology for building the kind of practice that attracts clients, retains staff, and rewards owners.
- The five fundamental systems every successful small firm must master
- Creating operational efficiency that reduces owner dependency
- Building scalable processes for consistent service delivery
- Measuring and managing the metrics that drive practice profitability
In the ever-evolving world of accounting and technology, few voices stand as resolute and genuine as Paul Meissner's. While some may misinterpret his straight talk as resistance to technological advancement, the truth couldn’t be farther from that. Paul is, at his core, a staunch advocate for technology – but not just any technology. He champions solutions that genuinely uplift the accounting profession and challenge the status quo.
Paul's mission has never been to dismiss technology; rather, it's to dismiss misleading marketing. He believes accountants deserve transparent, effective, and transformative tools. His advocacy is not against innovation but against the smoke and mirrors that sometimes accompany it.
In this complex nexus of accountancy and tech, Paul Meissner emerges as a beacon – championing a harmonious relationship between the two. His passion? To see technology and accountants not as adversaries but as partners, thriving together.
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FREEFREEViewFriday, November 7, 2025 · 10:00 a.m.
