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You create ideas, we just execute them. 

"kanban" - A project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow)."

What makes us different?

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  1. We audit your Firm, Team, and Processes, and Triage our Findings

  2. We spot your Bottlenecks, Inefficiencies, and Areas for Immediate Improvement

  3. We Strategize with your team on Long Term Systems and Process Driven Solutions

 

The 4 Areas of our Kanban review & focus model:

 

  1. Capacity & Resource Management

  2. Technology & Infrastructure

  3. Strategy & Communications

  4. Financials & Growth

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Outsourced COO
Outsourced COO
Outsourced COO

About You.

You're the CEO of a growing Accounting Firm. You're passionate about finding, embracing, and implementing efficiency for your clients and team. Your operations and revenue are scaling quickly! You're killing it at sales and know there's room for improvement elsewhere if you could just clone your energy, but you lack the time and experience to pull yourself away from your many other hats.

About Us.

We've been CEOs. We've been COOs. But at our core, we're Accountants. We've scaled many Accounting and Non-Accounting firms to 7-figures in just under a few years by focusing on our strengths: Operations and People! We love people and we love processes. Let us help you fix both so that you can maintain profits, peace, and high performance!

Computer with Graph

Meet your COO

Stephanie J. Heredia

  • Bachelor of Science, Accounting I University of Tampa

  • Master of Accountancy I University of South Florida

  • 10+ years working in Accounting + Operations at CPA Firms

  • 10+ years scaling up Start-Ups (HealthCare, E-Commerce, Private Equity, Real Estate, etc.)

  • 5+ years hiring, training and managing US & International Teams of 25+ people (in-person and remote)

  • 3+ years scaling a CPA Firm (in-house) from $800k in total revenue to $5M + (Via entering new revenue markets, revamping the hiring program/employee onboarding, and restructuring overall service delivery, quality, and pricing)

Outsourced COO

Relentlessly Resourceful.
Driving Accounting Firms Forward.

Growing an Accounting Firm can be frankly chaotic. If you're the CEO, your team is always relying on you to bring in the sales, manage the hard client communications, continuously drive the firm forward, provide an evolving and inclusive culture, and on top of that, they rely on you to make sure the firm is operationally healthy and as efficient as possible. Phew! That's no small feat. The role of an Accounting Firm owner can be one of many hats, but that's why outsourcing your COO Role can be a win-win.

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You drive profits while we drive performance.

Outsourced COO

Capacity &
Resource Management

Review of Resources and Processes used by your firm in the following focus areas:

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  1. Sales Cycle (from prospective client call through the signed proposal)

  2. Client Onboarding (from the initial onboarding call through the team handoff/introduction)

  3. Employee Onboarding (review of resources, timeline, communication, and expectation setting with new employees)

  4. Capacity Planning (firmwide & departmental level)

  5. Internal Bottlenecks Analysis

Outsourced COO

Technology & Infrastructure

Review of your Firms Tech Stack(s):

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  1. CRM/Sales Systems System (i.e. Hubspot, SalesForce, etc.)

  2. Communications & Security Systems

  3. Proposal, Pricing and Engagement Letter System(s) & Template(s)

  4. Internal Project Management System, Implementation and Bottlenecks Review

  5. Internal IT, Accounting, Tax, Compliance, & Technical Software System(s)

  6. Password and File Management Systems

Outsourced COO

Strategy & Communications

  1. Review of Documented Internal Processes

  2. Review of Documented Technical Processes

  3. Review of Quality Assurance Processes by Department (i.e. Tax & Accounting)

  4. Review of prior Monthly/Quarterly Staff Meeting Notes, Mentioned Action Items, & Follow-Up by Firm/Team Members on such Action Items

  5. Review Firm(s)/Department(s)/Employee(s) core competencies and compare to current Firm Growth Strategy

Outsourced COO

Financials &
Growth

  1. Review Firm KPIs (by department or by revenue source)

  2. Review Revenue Drivers (by department or by revenue source)

  3. Analyze the market, competitors, trends, and benchmarks in the industry to identify business opportunities and potential threats

  4. Review Firm(s)/Employee(s) core competencies and compare to the current growth strategy

  5. Review 0-1, 2-3, 3-5 year growth plan(s) (mission, vision, values, revenue/expansion goals, etc.)

Outsourced COO
Services

How Do We Make Your Teams Life Easier? 

Encourage Team Communication & Collaboration

Search & Implement Time Saving Systems

Create Solutions for Bottlenecks & Inefficiencies

Review and Update Outdated Processes

Chief Operating Officer Packages

1

Hourly Consulting

  • Free 30 Minute Initial COO Consultation

  • $200 Hourly Rate

2

Partial COO Services

  • 1 Hour Initial Consultation

  • Review of 2 out 4 Focus Areas:

    • 1- Technology & Infrastructure

    • 2 - Capacity & Resource Management

    • Other Focus Areas are only available if all 4 focus areas are audited due to their interdependence

  • 2 CEO/CFO Meetings to Review Focus Areas (est. 4 Hours)​

  • Deliverable: A full analysis on the 2 core review/focus areas as it pertains to your firm (est. 30 Hours Firm Research)

  • Deliverable:  An outlined problem/solution index with significant deficiencies identified from 2 review/focus areas (est. 7 Hours Solution Research)

  • 1 Additional Team Member Meeting (est. 2 Hours)

  • An allocation of accountability for execution by the appropriate members of the management team for such identified significant deficiencies

  • Expectation setting and follow-up with team member in charge of implementing change management

  • 1 Final Review Meeting with CEO and Team Member Allocated with Change Management (est. 2 Hours)

3

Full COO Services

  • 2 Hour Initial Consultation

  • Review of 4 out 4 Focus Areas:

    • 1- Technology & Infrastructure

    • 2 - Capacity & Resource Management

    • 3 - Strategy & Communications

    • 4 - Financials &             Growth

  • 4 CEO/CFO Meetings to Review Focus Areas (est. 6 Hours)​

  • Deliverable: A full analysis on the 4 core review/focus areas as it pertains to your firm (est. 45 Hours Firm Research)

  • Deliverable:  An outlined problem/solution index with significant deficiencies identified from 4 review/focus areas (est. 10 Hours Solution Research)

  • 2 Additional Team Member Meeting (est. 4 Hours)

  • An allocation of accountability for execution by the appropriate members of the management team for such identified significant deficiencies

  • Expectation setting and follow-up with team members in charge of implementing change management

  • 1 Final Review Meeting with CEO and Team Member Allocated with Change Management (est. 4 Hours)

Get in Touch!

San Francisco, CA

Tampa, FL

(831) 261-7929

stephanie@taxestampa.com

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