Executive Briefing

One-Firm: The Operating Model Reshaping Accounting

How firms unlock hidden capacity, develop talent faster, and grow profitably — with insights from Brown Edwards, ATA, and Kruggel Lawton.

  • Why decentralized scheduling blocks growth and burns out staff
  • Five practical steps to make the one-firm model operational
  • Insights from Brown Edwards, ATA, and Kruggel Lawton
  • Seven lessons on change management and partner buy-in

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PDF · 7 sections · 3 firm case studies

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Professionals across firms interviewed
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US CPA firm case studies
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Lessons from the front line

Inside the executive briefing

What you’ll learn

The case for centralization

Why decentralized scheduling blocks growth, burns out staff, and wastes investment — and the four converging pressures forcing a change.

How one-firm works in practice

Five practical steps: skill-based staffing, resourcing authority, cross-service line collaboration, standardization, and the technology that enables it.

Real firm case studies

Brown Edwards, ATA, and Kruggel Lawton share why and how they centralized resourcing.

Seven lessons from the leaders

Hard-won insights on change management, partner buy-in, success metrics, and choosing the right technology.

Inside the briefing

A practical guide to the one-firm operating model.

  1. Executive Summary
    Why centralization is accelerating and what the one-firm model delivers
  2. The Case for Centralization
    Pain points of decentralized scheduling: uneven workloads, visibility gaps, trapped expertise, slow talent development
  3. How One-Firm Works in Practice
    Five operational pillars: clear definition, resourcing authority, skill-based staffing, cross-service collaboration, standardization
  4. Technology as an Enabler
    Why practice management alone isn’t enough and what a resource management layer adds
  5. Case Spotlights
    Brown Edwards, ATA, and Kruggel Lawton — three firms at different stages of the one-firm journey
  6. Seven Lessons Summary
    Actionable takeaways from all three firms distilled into a single reference
  7. Next Steps
    Where to start if your firm is ready to move from theory to practice

“We needed a resource management solution that worked across Audit, Tax, and CAAS to give us the utilisation visibility and budget control we were missing.”

— Stacey Ball, Operations Manager, Kruggel Lawton CPAs
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