Fractional COO for Accounting & CPA Firms
Leading Teams, Managing Operations, and Building Strong Client Relationships
Helping Firms Scale Efficiently & Effectively
As accounting and CPA firms expand, they often encounter a range of operational challenges that can hinder progress and impact profitability. Without effective leadership and structure, firms can struggle with managing their teams, clients, and projects. This leads to inefficiencies, mistakes, and missed opportunities that can ultimately stall growth.
Many accounting & CPA firms face significant challanges as they grow:
Missed deadlines and inefficient client communication lead to client turnover, damaging long-term relationships, growth opportunities, and reputation.
Scope creep and a lack of project planning and management result in unprofitable projects and clients, draining resources and impacting profitability.
Accounting team skill gaps and lack of oversight cause errors and inefficiencies, leading to costly mistakes and decreased team performance.
That’s where I come in.
I specialize in solving these problems by providing fractional leadership that streamlines operations, enhances team performance, and ensures that client relationships are built to last.
As a Fractional COO, I partner with accounting and CPA firms to solve their most pressing operational challenges and help them scale efficiently. I specialize in leading teams, managing complex projects, and building strong client relationships to ensure smooth, profitable operations.
With over 16 years of experience in financial operations and leadership, I bring expertise in both project management and team development. I help firms build systems that allow them to manage growth efficiently, improve internal workflows, and reduce the risks of scope creep, missed deadlines, and unprofitable engagements.
YOU CAN GROW BETTER & FASTER
Ways To Work With Me
I step in to resolve these issues by introducing structure to operations, ensuring teams are trained, efficient, and accurate in their execution. My focus is on ensuring that projects are delivered on time, within scope, and profitable, while also prioritizing client satisfaction to foster strong, long-term partnerships.
I offer a full suite of fractional executive leadership services tailored to accounting and CPA firms that are ready to scale. Here's how I can help:
Project Management
I lead teams through complex, high-stakes projects, ensuring on-time delivery, within scope, and on-budget results. I implement project management frameworks that ensure efficiency, accountability, and measurable outcomes across all projects.
Team Development & Management
I manage, mentor, and develop high-performing teams, focusing on collaboration, continuous improvement, and accountability. I provide hands-on training to enhance team skills and ensure consistent, high-quality output.
Client Relationship Management
I build and maintain strong, long-term relationships with clients. By implementing clear communication and proactive problem-solving, I work to improve client satisfaction and ensure retention, ultimately reducing turnover and fostering trust.
Operational Improvements
I analyze and streamline internal workflows, eliminate bottlenecks, and optimize systems for better productivity and cost management. I help firms create scalable operations that drive long-term growth.
Quality Assurance
I establish quality assurance protocols to ensure all deliverables meet client expectations and internal standards. I implement checks and balances to identify and correct errors, ensuring accuracy and high-quality outputs across the board.
Scope & Risk Management
I manage project scopes to prevent scope creep and ensure projects remain within budget and timelines. I identify potential risks early, set realistic timelines, and work closely with teams to align on goals, reducing disruptions.
SOP & Process Creation
I design and implement Standard Operating Procedures (SOPs) to ensure consistency and efficiency across all departments. I help document key business processes, creating repeatable, scalable models for operations that lead to improved results.
Change Management
I help firms adapt to organizational change, guiding them through transitions and ensuring smooth implementation of new processes, tools, or strategies. My approach ensures that changes are seamlessly integrated without disrupting business operations.
Learn How I Can Optimize Your Operations and Drive Sustainable Growth
If you’re ready to eliminate the operational roadblocks holding you back and scale your firm with precision, strategy, and leadership, let’s connect. Together, we’ll build the team, systems and processes that drive measurable results and ensure long-term success.
