This week we have Tim McKey as a guest on the podcast! Tim co-founded Vista Consulting in 2009, along with his partner Chad Dudley. Vista’s aim was to help plaintiff law firms reach their full potential. In December 2017, Tim acquired Chad’s interest in Vista. Tim has decades of CPA experience with local, regional, and national CPA firms. However, it is through Tim’s prior consulting practice that he found his passion.

Developing a management philosophy with business owners along with the associated systems and processes that assist in delivering outstanding management to Vista’s client teams is Tim’s forté.

Tim’s experience and interest allow him to assist Vista clients with developing a realistic vision of their firm into the future, creating a strategic plan to achieve that vision while working with firm owners in designing their desired lifestyle. From a technical standpoint, Tim assists Vista clients in reviewing firm tax entity structure, accounting systems analysis, and financial reporting.

Watch the recording here.

7:04 macro data

8:44 not tracking data

10:50 qualified leads

13:20 law firm KPI’s

15:45 client contact system

17:34 almost doubled case values

20:20 financial KPI’s

22:25 internal controls

Jim’s Hack: Stop telling yourself you’re not good with math and numbers, you don’t have to be great with them to make numbers work for you.

Tim’s Tip: Use electronic sign ups to stop clients from shopping. Use TT and E - tools, training and expectations when accessing a team member.

Tyson’s Tip: Zazzle - Tyson got custom branded iphone cases for his team.

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