I recently had the pleasure of sitting down with Terrell Turner, the founder of TLTurner Group. Since launching his firm in April 2020, Terrell has made significant strides in the field of accounting and CFO services for law firms. With a team of 10 talented individuals spread across multiple countries and time zones, Terrell’s approach to team management and workflow efficiency is truly inspiring.

The TLTurner Group Approach to Team Management

Managing a geographically dispersed team can be challenging, but Terrell’s approach highlights the importance of strategic communication and clear processes. By ensuring each team member knows their role and responsibilities, Terrell has minimized confusion and promoted accountability within his firm.

“Documenting our processes and ensuring everyone is on the same page has been vital,” Terrell shares. “We focus on consistency, regular meetings, and clear communication to keep everything running smoothly.”

Key Strategies for Accounting Firms

Drawing from his experience, Terrell offers valuable insights for other accounting firms looking to improve their workflow:

Thorough Process Documentation: Before adopting any new tools, it’s essential to have your processes clearly documented. Knowing who is responsible for each task helps maximize the efficiency of any new software.

Consistency is Crucial: Stick to your documented processes and establish a regular meeting schedule to reinforce these practices among your team.

Invest in Training: Proper training is key to maximizing the features of any software. Terrell emphasizes that a tool’s effectiveness depends on how well people are trained to use it.

Encourage Open Communication: Foster an environment where team members feel comfortable providing feedback and suggestions. This openness can lead to continuous improvements and better software adoption.

Learn from the Community: Engage with other professionals in your field for insights on potential tools. Platforms like LinkedIn are great resources for learning from others’ experiences.

Finding the Right Software: Terrell’s Path to Success

When TLTurner Group was in its early stages, Terrell experimented with various workflow tools, including spreadsheets, Asana, Monday.com, and ClickUp. However, he found that these tools needed more functionality to meet his firm’s needs. After extensive research and positive feedback from fellow accounting professionals on LinkedIn, Terrell discovered Canopy, which proved to be a game-changer.

“Canopy offered the features we were missing, like streamlined workflows and a dedicated client portal,” Terrell explains. “It transformed how we operate and interact with clients.”

Transformative Features that Boosted TLTurner Group

Enhanced Workflows: Canopy’s workflow capabilities have allowed Terrell’s team to automate routine tasks, freeing up more time for delivering exceptional services to clients.

Centralized Client Portal: The client portal simplifies communication, making it easier for clients to access documents and updates, ultimately improving satisfaction and efficiency.

Terrell Turner’s journey illustrates the profound impact that the right tools and processes can have on an accounting firm’s success. By focusing on strategic management, open communication, and leveraging comprehensive software, TLTurner Group continues to thrive and deliver exceptional experiences to clients and team members alike.