Business owners rely on legal & accounting professionals for expertise and advice.
Spending more time in front of your clients enables you to better identify their needs. Client facing time is an opportunity to advise, assess and develop additional “value add” services your firm can bring to your clients’ unique business challenges. Administration and the additional overhead that comes with growing your practice can begin to creep into your billable time. A higher volume of paperwork, staff management, correspondence & filing becomes a distraction.
Our mission is to maximize your billable time by making your administration disappear. Whether you are a solo practitioner or part of a large practice, we work with you and your existing team to build a “designed for you” service package.
- Step 1. – Interview you and/or your existing team to uncover existing gaps and overlaps
- Step 2. – Identify administrative functions to streamline
- Step 3. – SWOT Analysis to review what is working well along with pain points internally and externally
- Step 4. – Objectives – define the time and cost savings you wish to achieve
- Step 5. – Digital Dive – list and leverage existing software and apps, recommend upgrades and changes if needed
- Step 6. – Leverage the Humans – to better integrate into your online and offline operations
Are you ready to start? Book us now for a FREE 45 minute consultation.