Fractional COO for Accounting and Bookkeeping Firms
You run your clients' numbers every week. Your own firm should run on numbers too.
Who it's for
Your firm grew on the partners' expertise. Now the partners review everything and answer every escalation. Work stacks up waiting for sign off, and busy season exposes every gap in how work moves. Hiring helps for a few months. Then the new people are waiting on you too.
What I do in a firm
I give every client workflow a clear owner, from onboarding a new client to closing the month. I build a weekly scorecard that shows capacity, turnaround and what's waiting on review. I document the processes your team runs every month, so a new hire can follow them without pulling a partner in. I run the leadership meeting, so decisions stop waiting on the partners' calendars.
Why me
I've worked as the Integrator inside an accounting and advisory firm, so I know how client work actually moves through one.
Where to start
Most firms start with the Operations Assessment, from $2,500. From there, the 90 Day Launch Plan or ongoing Integrator support.
Common questions
Do you do bookkeeping or tax work?
No. I work on how your firm runs, so the partners can focus on client work.
Will you work inside our current software?
Yes. I work with the tools you already have. If they overlap or nobody uses them, the Tech Stack Cleanup add-on sorts that out.
Start with a free 30 minute clarity call
I'll ask about your week and tell you plainly whether I can help.