ENG2627. Transforming Small Firms into Smarter Firms (TAX, PRA)

If running your firm feels harder than it should, you are not alone. This session breaks down the core building blocks that small firms must get right to thrive in today’s landscape. We’ll dig into smarter processes, intentional org design, client segmentation, tech that actually reduces workload, and practical ways to build advisory capacity. You’ll leave with a playbook of ideas, clarity around what to fix first, and confidence to evolve your firm into one that grows sustainably without burning you or your team out.