Build Your Team, Then Choose Your Clients

Group of businesspeople hiding their faces behind question mark signs at officeFive aspects critical to success … and they’re not accounting.

By Penny Breslin
It’s Not Just the Numbers

Before you can build back office support (BOS) practice, you need to assess what kind of team you already have. Let’s look at two similar and at the same time, uniquely different accounting and tax businesses who contacted me for help in outsourcing some of their bookkeeping.

MORE: Advisory Services Done Your Way | Yes, You Can Be an Outsourcer | How Back Office Support Adds Value | AI Is Not Your Enemy
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Both businesses have multiple offices; both have multi-partner owners; both do taxes, accounting and bookkeeping; and both list client advisory services. Both have ownership and employees of a similar age. Both exist along the same coast. Both of these accounting businesses appear successful. One business is full of happy employees, owners and cooperative clients. The other business has the word no figuratively imprinted on their front door.