Chapter 3
Managing Workflow
The Back Office Moves Forward
As advisory firms mature, so too does the need for more structure in how they do business. Yet for the entrepreneurs who created these enterprises, the notion of adding layers, approvals, and mechanisms introduces an element of bureaucracy that insults their sense of independence and freedom. For many, such structure is why they either left or never joined a large company.
In making this case when we consulted with advisory firms, Mark often recalled the time when he and his partners made the decision to merge their small consulting and valuation business into a much larger CPA firm. There's nothing quite like an auditor's oversight to add annoyance to one's quotidian duties. Aside from ...
