How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate

In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm.

They touched on: 

• Why streamlined processes are game-changers for accounting firms
• How to spot and fix those pesky workflow bottlenecks
• The coolest tools and tech that can boost your firm's efficiency
• Tips on keeping a close eye on your firm's health

Grab your coffee, get comfy, and tune in!

Follow us on:

LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents

Chapters

• 0:02 Assessing the health of Timothy’s construction accounting firm
• 4:15 Team feedback and management systems
• 8:48 Prioritizing client success through effective communication and delivering tangible wins
• 14:02 Evaluating the health of accounting firms through niching and tangible outcomes.
• 19:28 Niching in business for growth and efficiency.
• 25:27 Pricing strategies, client communication, and firm health