Highlights
- Removed duplication by integrating legal and accounting systems
- Improved efficiency and consistency across the firm
- Visionary leadership combined with systematic approaches
BOSS Advisors’ Story
BOSS Advisors, based in Phoenix, Arizona, is a pioneering firm combining tax accounting and legal services under one roof. Established by Mike Payne, who holds both CPA and law qualifications, the firm has broken new ground in the professional services industry. This revolutionary approach has allowed BOSS Advisors to offer a comprehensive suite of services, making it a unique player in the U.S. market.
The Challenges
Mike Payne faced considerable challenges in running parallel businesses. The traditional separation of legal and accounting services often led to inefficiencies and duplicative efforts. Running these two businesses side by side was increasingly stressful and unsustainable.
“I was managing two separate entities, and it was overwhelming. Bringing them together was a game-changer,” Mike explains. This integration, however, was not without its hurdles. There was resistance from experienced team members who were accustomed to their own methods, creating a fragmented workflow.
The Solution
The introduction of SYSTEMology was a pivotal moment for Mike and BOSS Advisors. “SYSTEMology has been transformative. It provided the structure I sorely needed, especially since my brain doesn’t naturally create it,” Mike reveals.
The firm leveraged SYSTEMology to document processes meticulously. They hired a practice manager who played the role of Systems Champion, documenting workflows and iterating until they had refined, efficient systems. This allowed BOSS Advisors to maintain high standards consistently and eased the onboarding process for new clients.
Mike also developed a dynamic pricing tool, enabling real-time adjustments and ensuring profitability without hourly billing. This innovative approach has been integral to the firm’s success, allowing even junior team members to handle pricing discussions confidently.
What’s Next?
BOSS Advisors continues to innovate and streamline its operations. The firm plans to expand its team with experienced professionals and enhance its systems further, ensuring scalability and consistent service quality.
Are you seeking an integrated approach to professional services? Discover how SYSTEMology can streamline your business operations, just as it did for BOSS Advisors. And if you have a Systems Champion in mind, explore our Business Systems Accelerator (BSA) program to equip them with the skills they need to drive your business forward.
