Upcoming Event
Live Webinar
Tuesday, June 10th 2025 - 10 AM PDT | 1 PM EDT
In an era of accelerated change, firms must not just adapt but evolve—The Golden AGE framework, developed by Terrell Turner, CPA, provides a proven business model that serves as the Key Performance Indicator (KPI) blueprint for sustainable success to take your firm from Average to Good to Excellent by enabling data-driven decisions.
This session will focus on strategies firms can use in an ever-evolving environment driven by accelerated change with actionable insights that will position your firm ahead of the curve. Terrell will explore KPIs that increase operational efficiency, providing the critical metrics that drive results for firms navigating today’s dynamic environment.
One of the biggest challenges in growing an accounting firm is managing all of the moving pieces of a business simultaneously. Successful firms master the operational Key Performance Indicators (KPIs) that will provide the results they are seeking within their firm. The big question is what operational KPI’s really matter. This is what will be addressed during the session through key learning objectives.
By the end of this session, participants will be able to:
- Identify the most critical operational Key Performance Indicators (KPIs) for managing an accounting firm effectively.
- Analyze the role of KPI measurement in improving firm efficiency and growth.
- Evaluate key findings from different KPIs to refine firm strategy.
- Apply industry-leading tools and resources to track and optimize operational performance.
Success in the accounting profession requires mastering operational KPIs that enable firms to make data-driven decisions. However, while accountants frequently advise clients on their business KPIs, firms themselves often lack clarity on the metrics that drive their own success.
This session will focus on operational excellence, helping firms navigate which KPIs truly matter and how to apply them effectively to scaling, efficiency, and profitability.
At the conclusion of this session, attendees will have a framework for tracking and implementing KPIs, ensuring better firm-wide decision-making, improved efficiency, and greater financial sustainability. They will also gain insight into tools and resources designed to simplify KPI monitoring and reporting so they can see the progression of their firm from Average to Good to Excellent.
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Terrell Turner
CPA, CFO TLTurner Group
Terrell A. Turner, CPA, is a recognized finance leader, named a 40 Under 40 Black CPA and Global Finance Influencer. As the founder and CEO of TLTurner Group, he has earned recognition from the New York Times and Times Square for providing top-tier bookkeeping and fractional CFO services to law firms.
Beyond his firm, Terrell simplifies finance for business leaders as Chair of the Law Firm Finance Committee (ABA LP Division) and hosts multiple finance-focused podcasts, including Law Firms+Finance and Stuff Your Accountant Isn’t Telling You. His mission: Make accounting simple so business owners can focus on what they love.
