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Managing Partner Chet Buchman of Swindoll, Janzen, Hawk & Loyd discusses how his firm restructured its business model to move beyond compliance work toward client advisory services. He explains how clarifying firm vision, adjusting pricing and client mix, managing capacity, and tracking key financial metrics supported sustainable growth, improved efficiency, and enhanced work-life balance, while strengthening client relationships and long-term firm viability.
1000005033
Online Self-Study
CPAs and other Financial Professionals looking to enhance their knowledge on the topic.
Business Management & Organization
Update
Work experience in a corporate staff environment, or an introductory course in business management.
None.