Scale

Pro Serv Blogs

Why Sabbaticals Could Be the Key to Unlocking Your Firm’s Scalability and Value

Since college, I have been a hustle-and-grind professional. It only got worse when I became an entrepreneur and ran my own show. I’d never taken more than a week-long vacation. Then recently, in September 2024, I took a huge leap and embarked on a once-in-a-lifetime journey: hiking the Camino de Santiago, a medieval pilgrimage route spanning 500 miles from the Pyrenees in France to northwest Spain. My wife and I hiked it in 26 days, carrying everything we needed on our backs. While it started as a personal adventure, it became a transformative experience for me and unexpectedly for my company.

Pro Serv Blogs

Back-Office Transformation: A Professional Services CEO’s Journey to Unified Operations

As the CEO of a boutique professional services firm providing outsourced finance, accounting, and HR consulting services, I’ve always advised clients on operational excellence. Yet, like many professional services leaders, I found myself managing a complex web of disparate systems in our own back office. This is the story of how transforming our technology stack not only streamlined our operations but also delivered unexpected benefits that have revolutionized how we serve our clients.

Pro Serv Blogs

Harnessing AI to Redefine Scale in Professional Service Firms: A Blueprint for the New Era of Profit

The professional services industry has long faced an inherent challenge: scaling the business without proportionally scaling costs. Historically, every new client, project, or engagement has come with its own set of variable expenses, from employee time to specialized expertise. The arrival of artificial intelligence (AI), however, promises to turn this dynamic on its head by reducing the marginal cost of adding a new client to zero—or close to it. This shift is a game-changer, especially for firms in consulting, law, accounting, and other advisory domains where people have traditionally driven performance.

Pro Serv Blogs

Embracing The Fear – Learning to Grab Ahold of My New Responsibilities as a Founder

Timing is everything. I became a firm shareholder just weeks before the start of the Great Recession. Years later, I became the sole owner. After stabilizing the firm after the exit of my majority partner, COVID-19 hit. Talk about bad luck. During those times, I was confident in the direction of the firm. Just keep spending time meeting client expectations. I wasn’t afraid – I was energized. My reward would be the eventual sale of my business.

Pro Serv Blogs

From Undervalued to Unstoppable: How to Price Your Expertise

I get it – most professional services companies get paid for what they do rather than what they get done. The uncomfortable truth is that you are producing much more value than you are being paid for. All to say this: Your company can and should be compensated better for what you do – and it’s your fault that you’re not. That’s Ok, you can also fix it.

Pro Serv Blogs

Don’t Lose Another Prospect: How to Scale Content for the Modern Buying Journey

I attended a B2B conference a while ago and learned an interesting fact about today’s buyer journey.

It came up in a conversation with the founder of a marketing agency and a key member of Google’s team responsible for digital marketing certifications. They shared that today’s buyers need up to 27 touchpoints before making a purchase decision.

What immediately popped into my head was the time and effort needed to provide these touchpoints. This was quickly followed by the thought that scaling content could not only foster this journey but also drive business growth.

Pro Serv Blogs

Sage on the Stage or Guide on the Side: Why Understanding the Distinction Matters a Lot to You

Dear Collective 54 Subscribers, In the dynamic world of small service firms, where scaling is the ultimate goal, it’s essential to know what business you’re truly in. Are you the “Sage on the Stage,” orchestrating a multitude of employees to provide assistance, or are you the “Guide on the Side,” offering unique wisdom and advice to your clients? Understanding your place in the wisdom industry can be the key to unlocking your firm’s true potential.

Pro Serv Podcasts

Episode 165 – Time Management: Strategies for Maximizing Employee Productivity in Boutique Professional Service Firms – Member Case by Benjamin Edwards

In this session, we delve into the science of time management and the art maximizing employee productivity within boutique professional service firms. From strategic time management techniques to fostering a culture of efficiency, we explore actionable strategies to ensure every hour counts. Discover how to optimize resources, streamline processes, and empower employees to thrive, ultimately driving success for both individuals and the organization as a whole.