Accounting firm · Delegation & Ownership
“Partners stopped carrying every decision. Delegation finally stuck.”
— Managing Partner, Accounting firm, 20–30 staff
Who this client is
Do you see yourself here?
This client’s identity is confidential, their reality isn’t. Size, stage, sector and daily pressure are reported faithfully. If you recognise your own day-to-day in this portrait, you’re probably in the right place.
Type
Accounting firm
Size
20–30 staff
Stage
Established, bottlenecked by partners
Revenue
$3M–$6M annual revenue
The symptoms
What wasn’t working.
- 01
Every client question routed back to a partner for decision
- 02
Senior staff had the skills but no formal authority
- 03
The compliance season flattened the entire firm every spring
- 04
Documented procedures existed but nobody updated them
- 05
Growth stalled because partners could not take on more clients
Our approach
An authority map that holds
We rewrote decision rights, named owners for every workflow, and built the review rhythm that keeps the map alive.
- Decision rights matrix co-signed by every partner
- Playbook pages for each recurring workflow, written by the people who do it
- Monthly 60-minute Playbook review installed
- Clear escalation path replacing the “ask the partner” default
The outcome
From partner-bound to team-empowered
Decision speed
BEFORE
Days of back-and-forth
AFTER
Same-day resolution
Partner hours in operations
BEFORE
60+ hrs/week
AFTER
20 hrs/week
Playbook health
BEFORE
Static, outdated
AFTER
Reviewed monthly
Senior staff authority
BEFORE
Skills without a mandate
AFTER
Named decision rights
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