Your CPA firm is growing but is your team growing with it?

Terrell Turner, co-founder of TLTurner Group, talks about how growing CPA firms can take control of their capacity. Terrell shares the exact framework his firm uses to measure workload, standardize processes, and know with confidence when to add more clients without overwhelming the team.

Terrell brings a manufacturing mindset to accounting, mapping out every step of the client service process and measuring how long each step takes. That discipline gave his 11-person firm clarity on capacity that most accounting firms never reach.

If your firm is growing but capacity feels like a ceiling, this episode will help you break through. Hit play on Smarter Capacity Planning For Growing CPA Firms with Terrell Turner.

Episode resources:

● Website: https://anderscpa.com/

● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com

● Check out the Virtual CFO Playbook Course:

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/

Quotes

• Terrell Turner: "Since 70% of our recurring work is on the bookkeeping side, it functions a little bit more like a manufacturing line."
• Tom Wadelton: "When you invest that time doing internal reviews before client meetings, it's worth it."
• Jody Grunden: "We get paid as owners to make decisions. We don't get paid as owners to put in hours."

Terrell Turner is the co-founder of TLTurner Group, a firm specializing in bookkeeping and CFO services for law firms. With a background in Fortune 500 financial management and a passion for translating complex financial information into clear business decisions, Terrell has built a niche-focused firm that uses a process-driven, capacity-first approach to client service and team management.

LI: https://www.linkedin.com/in/terrellturner/

FB: https://www.facebook.com/terrell.turner.7/

IG: https://www.instagram.com/terrell_a_turner/

Connect with TLTurner Group:

LI: https://www.linkedin.com/company/tlturnergroup/

The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/

Facebook: https://www.facebook.com/AndersCPA

LinkedIn: https://www.linkedin.com/company/anders-cpa/

Instagram: https://www.instagram.com/anderscpa/

YouTube: https://www.youtube.com/@andersvcfo

Tom Wadelton is a Partner and Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning fin