Your bookkeeping firm could be your ticket to a healthy work-life balance—but only if you have the right tools and structures in place. In this webinar, you’ll hear how Lisa Dionisio, Founder and CEO of Paxus CPA, built a people-first business model. She’ll discuss with Molly Gallaher Boddy, Rightworks’ Director of Product Marketing, what it takes to design a bookkeeping firm that works for your clients, your team, and your life.
You’ll hear practical lessons on:
- How to structure bookkeeping, advisory, and controller services
- How to approach packaging and pricing in a non-tax model
- How clear roles and systems support flexible schedules without sacrificing consistency or quality
Presenters: Molly Gallaher Boddy, PhD, Director of Product Marketing, Rightworks, Lisa Dionisio, CPA, Founder & CEO, Paxus CPA