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Scaling your accounting firm requires strategy, structure, and a system that evolves with you.

It’s about creating frameworks—tailored, practical, and adaptable—to guide how your firm operates, serves clients, and builds a team culture that thrives.

At WorkflowCon 2024, three industry leaders—Megan Comer, Roman Villard, CPA, and Chad Davis, CPA—came together to share their hard-earned insights on frameworks.

They didn’t just talk theory—they gave actionable advice, real-world examples, and honest reflections on what’s worked for them (and what hasn’t).

Grab your headphones and tune in!

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