Webinar: Rebuilding Firm Efficiency from the Inside Out

Even the best teams can’t outwork broken processes.

In this exclusive conversation, CPA Katie Thomas joins Suralink to unpack the hidden operational gaps that quietly drain firm margins, and why the answer isn’t more staff, but smarter workflows. Drawing on her own experience in public accounting and recent data from Suralink’s State of Audit Efficiency report, you’ll learn how firms can bridge the Client Readiness Gap to reduce frustration, reclaim time, and protect profitability. 

This is a discussion that will challenge how you think about efficiency and firm growth, and reveal where the most significant gains are waiting to be made.

You’ll walk away with:

• A new outlook on margin erosion and how to identify the hidden workflow bottlenecks costing your firm time and profit.

• Actionable strategies to close the Client Readiness Gap so your team spends less time chasing documents and more time delivering value.

• Real-world lessons from Katie’s own experience that every managing partner and operations leader can apply before busy season.

 

Watch the webinar here.