Webinar

Team of 3 Fundamentals

June 25, 2025

Feeling the pressure of limited capacity, rising client demands, and unclear internal communication? You’re not alone—and there’s a better way to structure your firm to handle it.

Join us for an upcoming live webinar where we’ll introduce the Team of 3 structure: a practical, proven model that helps accounting firms like yours tackle common operational challenges head-on.


Team of 3 Fundamentals


We’ll dig into how the Team of 3 structure can help your firm:

  • Increase capacity without burning out your team

  • Improve client communication and delivery

  • Strengthen internal clarity and accountability

  • Set the stage for more confident pricing decisions

You'll walk away with a clear understanding of:
✅ The roles and responsibilities within a Team of 3
✅ How this model works in practice (with real-world results)
✅ Three steps you can take immediately to begin implementing it in your own firm

This isn't theory—it’s the structure we're using right now to run smoother firms and deliver better client service.


🎓 Earn 1 CPE Credit while you're at it.

👉 Register now — and start leading your firm like you mean it.

Intended Audience: Accounting professionals working in teams of 3-30 people and $500K-$5M in annual revenue.