Darren Root

In an era of constant change, many accounting practices can grow unwieldy—overrun by complexity, ad-hoc processes and scattered systems. In this session, we’ll explore how The Simple Firm model restores focus and intentionality by centering on five essential attributes: a clear, intentional business model; a streamlined technology stack; deeper, higher-value client engagements; an unforgettable client experience; and a culture that makes your firm a great place to work. You’ll walk away with practical strategies to simplify operations, boost profitability and create a thriving environment for both your team and clients.

What you’ll learn: 

• Define Your Business Model: Identify the vital services and client segments that form the foundation of a focused, profitable practice.
• Streamline Your Technology Stack: Determine the right solutions to support secure, efficient workflows while avoiding technology bloat.
• Go Deeper with Clients: Shift from surface-level compliance work to more meaningful advisory engagements that deliver real value.
• Create an Unforgettable Client Experience: Establish consistent processes and touchpoints that build trust, loyalty, and enthusiastic referrals.
• Build a Great Place to Work: Foster a team-first culture with clear roles, shared vision, and opportunities for professional growth.

In our closing session, four well-known experts share their insights on the major issues facing firms, from keeping up with technology and finding the right service mix, to optimizing their client base, finding the talent they need, making the move to advisory services, and much more. Our interactive format encourages attendees to engage directly with our experts through live Q&A. So come prepared with hard-hitting questions and get ready for candid, off-the-cuff answers.