ENG25SS203. The Simple Firm: 5 Keys to Elevate Your Accounting Practice, presented by ADP

In an era of constant change, many accounting practices can grow unwieldy — overrun by complexity, ad-hoc processes, and scattered systems. In this session, we’ll explore how “The Simple Firm” model restores focus and intentionality by centering on five essential attributes: a clear, intentional business model; a streamlined technology stack; deeper, higher-value client engagements; an unforgettable client experience; and a culture that makes your firm a great place to work. You’ll walk away with practical strategies to simplify operations, boost profitability, and create a thriving environment for both your team and clients.

Learning Objectives:

• Identify the vital services and client segments that form the foundation of a focused, profitable practice.
• Identify the right solutions to support secure, efficient workflows while avoiding technology bloat.
• Recognize how to shift from surface-level compliance work to more meaningful advisory engagements.
• Distinguish consistent processes and touchpoints that build trust, loyalty, and enthusiastic referrals.