Systems

How to run monthly board meetings for your own firm

Board meetings aren’t corporate... they’re the heartbeat of your practice

Nov 17, 2025 • Rachel Harris

16:24

How to implement KPIs (without killing morale or motivation)

Learn how to embed KPIs into your accounting firm culture without pushback, overwhelm or confusion

Aug 11, 2025 • Rachel Harris

19:43

A seamless client onboarding workflow is finally here

How to set the right tone from day one and retain clients long-term

Mar 10, 2025 • Rachel Harris

10:56

The ultimate guide to capacity planning for your practice

Another episode of "things we aren't taught in our accounting exams"..

Mar 3, 2025 • Rachel Harris

24:32

The agenda for your first board meeting

Our board meetings feel like monthly business therapy, come inside ours

Jan 20, 2025 • Rachel Harris

12:52

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