In this episode of the Accounting for Growth podcast, Chad Person and Kathryn Crosby discuss the operational challenges faced by professional services firms as they seek to grow. They explore the importance of clarity in roles, effective systems, and the need for leaders to delegate and trust their teams. Kathryn shares insights on identifying capacity drains, the significance of coaching for leadership, and practical steps for self-assessment to optimize operations and drive growth.

Takeaways

•Professional services firms often face operational bottlenecks that hinder growth.

•Clarity in roles and effective systems are essential for creating capacity.

•Leaders should delegate tasks to empower their teams and avoid bottlenecks.

•Excessive administrative burdens on leaders can drain capacity.

•Trusting team members fosters confidence and improves performance.

•Automation can streamline routine tasks and free up time for leaders.

•Regular check-ins can help identify operational blockers.

•Self-assessment tools can guide firms in optimizing their processes.

•Coaching for mid-level managers is crucial for developing leadership skills.

•Growth is not solely about hiring more staff; it's about optimizing existing resources.

Links

Kathryn Crosby

https://wisemindventures.com/

LinkedIn: https://www.linkedin.com/in/kathryn-crosby/

Accounting for Growth is the podcast for CPA firm leaders who know referrals aren’t enough. Hosted by Chad Person, founder of AccountingCMO and fractional CMO to high-growth accounting and advisory firms, each short episode features outside experts with fresh takes on how accounting firms can overcome inertia, unlock opportunity, and confidently scale.

In under 12 minutes, you’ll hear punchy, actionable conversations with marketers, data experts, technologists, and strategic advisors working at the edge of accounting innovation. Whether it's AI in sales, better positioning, or building a smarter pipeline, each guest brings a clear takeaway on how to drive meaningful, measurable growth.

Brought to you by AccountingCMO and powered by yorCMO, this podcast helps you rethink growth, without fluff or filler.

Ways to Tune In

•Amazon Music - https://music.amazon.com/es-co/podcasts/0dd0a29a-4f47-4480-b01b-6115ddccb42e/accounting-for-growth

•Spotify -https://open.spotify.com/episode/4uGxGsuJPMs2vgc7RThgWm?si=fQxYnDEiQtinP5co97EuZA

•Creator: https://creators.spotify.com/pod/profile/accounting-for-growth-pod

•Youtube: https://youtu.be/KRbZx227VSM

Accounting for Growth podcast is produced by Frost Media Group

Learn more at https://frostmediagroup.com