Building a Better CPA Firm for the Future

Overview

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.