We help accounting professionals get out of the weeds and become wildly profitable.
We help
accounting professionals
get out of the weeds
and become
wildly
wildly
profitable
You became an accountant to help businesses thrive - not to be buried under piles of paperwork. Let us help you streamline your processes, scale your firm, and become wildly profitable.
Get startedWhy do so many accounting firms plateau?
Accounting and bookkeeping firms are often stuck in a vicious cycle: the more clients you take on, the more operational overwhelm you face. You’re constantly dealing with tax deadlines, compliance regulations, and balancing client requests, which leaves you scrambling to keep up and not enough time to focus on growing your firm.
The biggest challenge accountants and bookkeepers face isn’t a lack of clients - it’s declining margins and an inability to scale profitably. Time-consuming manual processes, underpricing services, and inefficiencies in client management can all lead to stagnation or even revenue declines, even as you take on more clients.
With so much of your time spent on operational tasks and client work, it’s hard to focus on improving profitability, managing your team effectively, or strategically growing your firm. And let’s face it: handling business operations wasn’t what drew you to accounting in the first place.
We understand how overwhelming it can be, but with the right strategy, your firm can grow profitably while improving efficiency and client satisfaction.
Our proven process
to get your business on track
Escape the
day-to-day
Let’s create a plan to grow your business profitably and get you out of the daily grind. Schedule a free assessment and get started today.
What kinds of problems do we solve?
Low profit margins
Many accountants and bookkeepers struggle to fully understand their profit margins per client or per service. Pricing challenges, manual processes, and time-intensive tasks mean that while you’re working hard, the profitability isn’t what it should be. Often, firms can’t clearly see where their profits are being squeezed, making it hard to make improvements.
Entrefy helps accounting firms gain financial clarity by conducting a comprehensive Profit Analysis. We dive deep into your firm’s numbers to uncover true profitability per client and per service. Using customized dashboards, we’ll help you identify and track the financial metrics that matter most, allowing you to adjust pricing, cut inefficiencies, and prioritize profit growth.
Overwhelmed by administrative tasks
Accountants and bookkeepers are constantly bombarded with client deadlines, tax filings, and compliance requirements—not to mention managing staff, onboarding new clients, and dealing with everyday operational challenges. This leaves little time or energy to focus on the strategic growth of the firm, and you’re stuck in a cycle of putting out fires rather than building a scalable business.
Entrefy offers hands-on guidance to help accounting and bookkeeping firms get out of the weeds. We work with you to streamline operations, improve client workflows, and optimize staff management. By putting scalable systems in place, we free you up from day-to-day administrative work, allowing you to focus on growing your client base and boosting profitability.
Difficulty scaling while maintaining client satisfaction
As your accounting or bookkeeping firm grows, it becomes harder to maintain the quality of service that sets you apart. Scaling means adding more clients, but you risk overburdening your team, missing deadlines, or losing the personal touch that your clients value. Without a clear plan to grow efficiently, you might find yourself in a position where growth leads to burnout instead of profitability.
Entrefy helps accounting and bookkeeping firms scale profitably without sacrificing client satisfaction. We develop customized growth plans that focus on optimizing your operations, managing workload distribution, and improving internal processes. This ensures that as you grow, your clients continue to receive excellent service and your firm can handle the increasing demand efficiently.
Get out of the weeds
Escape the day-to-day grind and focus on what matters.
Grow your business
Unlock latent revenue potential and scale profitably.
Enjoy entrepreneurial success
Let your business work for you instead of you working for your business.
Schedule a free assessment today
Get startedWe make it easier to grow your business
Chief Growth Officer
A dedicated, hands-on expert to join your leadership team and provide guidance, lead internal initiatives, and drive growth.
Custom Strategy
The roadmap that will guide th growth trajectory of your business, custom-made for your unique business.
On-demand Experts
Full access to our team of subject-matter experts to offer insights, spearhead projects, and vet 3rd-party vendors.
Not just another opinion
Unlike most consultants and coaches, we're not content to stay "high level." We dive into problem-solving mode, integrating with your team to implement real solutions.
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