In this episode of the FutureProof Accountant Podcast, Katie dives into one of the most common challenges firm owners face without realizing it: becoming the bottleneck in their own business. She breaks down the mindset patterns that keep accountants and bookkeepers stuck in the weeds, including overinvolvement in daily tasks, difficulty delegating, and trying to control every detail of client work and team output.

Katie shares personal stories from her corporate career and examples from the firms Cabot & Main supports every day, illustrating how even well-intentioned firm owners can unintentionally slow down their team, reduce efficiency, and create unnecessary stress. You’ll hear why empowering your team, establishing clear roles, and building strong onboarding and workflow systems are essential for growth.

If you’ve ever felt like everything depends on you, like you have to review every small detail, or like your team can’t move forward without your approval, this episode will give you the clarity, confidence, and actionable steps you need to finally step into your role as the leader of your accounting firm.

This is a must-listen for accounting firm owners, bookkeepers, tax pros, and operations-minded leaders who want a healthier, more efficient, and more scalable firm.

• The surprising ways firm owners accidentally become bottlenecks inside their own business
• How over-reviewing, over-serving, and overworking slow down your team and client delivery
• Why delegation, empowerment, and clarity are essential for a productive and happy team
• The importance of strong team onboarding and how it supports better performance
• How unnecessary layers of review delay client work and increase stress
• The mindset shifts required to lead instead of manage every micro-task
• The role of workload management tools like TaxDome, Asana, and ClickUp in creating clarity
• Practical steps you can take today to remove yourself from the weeds and build a stronger firm

👉Ready to future-proof your firm with TaxDome templates, customization and automation? Join the FutureProof Accountant Membership and save 20%! Code: PODCAST20 ⁠https://www.cabotandmain.com/futureproofaccountantmembership⁠

You can also book a Customized TaxDome Workflow Build if you want personalized workflow design, system setup, and hands-on implementation support.

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