Our Process
Growing your firm doesn’t have to mean guessing or overextending your team. At The LAB, our first step is understanding your business and what your goals are. We do this through an in-depth discovery process designed to identify opportunities for expansion at your firm and implement the systems and workflows to make it run smoothly. Each step is intentional, practical, and focused on helping your firm grow in a sustainable way. There is no cost and no obligation until you decide how to proceed.
Our Process
We begin by talking with your firm to understand your goals, your clients, and where you want to grow—so every recommendation is aligned with your vision and capacity.
Discovery
Based on those insights, we identify the service opportunities that make the most sense for your firm, focusing on high-value offerings that complement your existing expertise.
Identification
The LAB reviews its findings with you, presents one or more solutions, and spells out the estimated ROI for each. Our goal is to provide sufficient data for you to make a decision.
If you decide to proceed, our agreement will specify the statement of work of your choosing.
Service Selection
After you execute our agreement, we begin guiding you in implementing our service offerings, whether that means building internal capacity, refining workflows, or leveraging trusted partners when needed.
Implementation
Just as experiments are tested and validated in a lab before becoming proven solutions, The LAB tests business strategies, validates tax opportunities, and delivers proven results to accounting firms and their clients.