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The Simple Firm: A blueprint for clarity, freedom, and growth
November 5, 2025 @ 1:00 pm – 2:00 pm EST
CPE Credit: 1 hour for CPAs
The accounting profession has long struggled with burnout, complexity, and a lack of professional freedom. Too many firm owners feel trapped by the very businesses they’ve built. In this session, Darren Root—author of The Simple Firm and longtime advocate for intentional firm design—shares a practical framework to help professionals simplify operations, focus on the right clients, and build a business that supports the life they actually want. You’ll learn how to shift from reactive, compliance-heavy work to a more proactive, advisory-driven model—one that creates clarity for your team and freedom for you.
Upon successful completion of this course, you should be able to:
- Learn how to define a focused business model that aligns your services, clients, and delivery systems.
- Explore a practical roadmap for delivering holistic advisory services that go beyond compliance.
- Discover strategies to simplify your technology, reduce friction, and build a firm that gives you freedom.
Level:
Basic
Instructional Method:
Group Internet-Based
NASBA Field of Study:
Business Management & Organization
Program Prerequisites:
None
Advance Preparation:
None
Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).
