Delegate To Elevate Workshop 2025

Overview

As a CPA, your time is your most valuable asset. The challenge is that many CPAs find themselves bogged down with administrative tasks, which not only drain their energy but also limit their ability to focus on high-value client work that drives growth and revenue. It's often tempting to do everything yourself, finding, training and managing reliable support staff, especially in remote work environments, can feel daunting and outsourcing tasks may seem risky. But here's the reality: knowing how and when to delegate can unlock your firm's potential and profitability. In this workshop, we'll explore how to shift your mindset from it's easier to do it myself to it's smarter to let my team do it. We'll cover the key steps to building a support system that allows you to scale, including using technology to streamline processes, standardizing tasks that can be delegated and ensuring your support staff has the training and accountability to consistently deliver. With a clear structure in place, you'll be able to shift your focus back to client relationships, advisory services and other high-value tasks, ultimately leading to a more profitable and sustainable firm. The Elevate Forward series continues the conversations started at the annual Elevate: Women's Leadership Forum.