You don’t judge our client lunch receipts and company retreat credit card charges, so I am giving back to you!
You don’t need a full-time COO to start making changes. Here are three simple things you can do right now to improve your operations:
1. Define (and Actually Use) Clear SOPs
- If your team asks the same questions repeatedly, you don’t have a process problem—you have a documentation problem.
- Start with client your onboarding & service delivery workflows—those alone can save hours every week.
- HOT TIP: Create an FAQ doc for each retainer/regular client and document all those funny little nuances in their books/business/life
2. Stop Letting Clients Set Your Schedule
- Set clear internal deadlines before tax season ramps up.
- Create a client portal or structured email process to reduce last-minute rushes.
- HOT TIP: Leverage schedule send on emails, so even when you are prepping Schedule C forms at 2 am your client gets your questions at 9 am
3. Automate, But Not Everything
- Automate low-touch admin tasks (invoicing, follow-ups, email responses).
- DO NOT automate key client interactions—those need a human touch.
- HOT TIP: Leverage automation for internal tasks to create organization and manage team accountability
Why Fractional Operations is a Game-Changer for Accountants
If your firm is growing but not quite ready for a full-time COO, hiring a Fractional Operations expert can give you:
💡 Custom strategy for scaling smoothly
💡 HR for accountants to hire and retain top talent
💡 Systems for bookkeepers that increase efficiency and reduce errors
💡 Accounting systems optimization so you’re not overpaying for software
I work with bookkeeping, tax, and CFO firms that are ready to streamline and scale, but don’t have time to figure it all out alone.
Tax season is already intense—don’t let bad systems make it worse. If you’re drowning in inefficiency, let’s get your firm running like the well-oiled machine it should be.
Let’s get your firm optimized before tax season buries you.