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Oct 21, 2025 60 min watch

The Simple Firm: A Blueprint for Clarity, Freedom, and Growth

upcoming
November 04, 2025 03 PM ET
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Darren

The accounting profession has long struggled with burnout, complexity, and a lack of professional freedom. Too many firm owners feel trapped by the very businesses they’ve built.

In this session, Darren Root, author of The Simple Firm and longtime advocate for intentional firm design, shares a practical framework to help professionals simplify operations, focus on the right clients, and build a business that supports the life they actually want.

You’ll learn how to shift from reactive, compliance-heavy work to a more proactive, advisory-driven model—one that creates clarity for your team and freedom for you.


Learning Objectives:

  • Learn how to define a focused business model that aligns your services, clients, and delivery systems.
  • Explore a practical roadmap for delivering holistic advisory services that go beyond compliance.
  • Discover strategies to simplify your technology, reduce friction, and build a firm that gives you freedom


*Join live for 1 CPE credit!

Darren

The accounting profession has long struggled with burnout, complexity, and a lack of professional freedom. Too many firm owners feel trapped by the very businesses they’ve built.

In this session, Darren Root, author of The Simple Firm and longtime advocate for intentional firm design, shares a practical framework to help professionals simplify operations, focus on the right clients, and build a business that supports the life they actually want.

You’ll learn how to shift from reactive, compliance-heavy work to a more proactive, advisory-driven model—one that creates clarity for your team and freedom for you.


Learning Objectives:

  • Learn how to define a focused business model that aligns your services, clients, and delivery systems.
  • Explore a practical roadmap for delivering holistic advisory services that go beyond compliance.
  • Discover strategies to simplify your technology, reduce friction, and build a firm that gives you freedom


*Join live for 1 CPE credit!

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