The CPA Advisory Show

Efficient and Effective Operations For Professional Service Firms with Alyson Caffrey

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Alyson Caffrey of Operations Agency, is the founder of Operations Agency and co-creator of the Operations Simplified™ Framework. As a fractional COO for many high-growth businesses, Alyson fell in love with the results that clear ops bring to a service business. She and the team at Operations Agency are determined to help businesses thrive profitably, serve more clients and create high-performing teams. When it comes to streamlining the operations of a professional services firm, Alyson knows her stuff. Additionally, her website has a ton of free resources which we encourage you to check out.

In this episode Jeremy and Chris unpack these topics with Alyson:

  1. How to think about capacity planning for professional service firms
  2. How to prepare your firm for offshoring
  3. What is the best project management tool to use?
  4. “Standards of Excellence” for your team
  5. Why screencasting for service delivery is important and how to use it for your team and clients

    6. Follow the show on Twitter @CPAAdvisoryShow

    Jeremy Wells on Twitter @JWellsCFO

    Chris Hervochon on Twitter @ChrisHervochon


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    The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA