Scaling Smarter: The Metrics That Actually Matter with Bob Wang

What should you measure to grow a profitable, durable firm without burnout or busywork? In this episode, entrepreneur and fractional CFO Bob Wang shares the KPIs that move the needle, how to align pricing and compensation with outcomes, and what buyers look for when valuing firms. You’ll learn: • Why output-based compensation can outperform billable hours • How to align incentives across pricing, team pay, and technology adoption • The balanced scorecard Bob used to reward both volume and quality • Recurring vs. one-time revenue and why retention beats churn for valuation • Red flags buyers discount for, including customer concentration and weak margins • Practical rollout tips to test changes with new hires and let data guide decisions • How to plan backward from a target exit number using revenue and EBITDA multiples • Culture lessons that reduce drama and increase accountability Ready to build a firm that scales on the right metrics, not more hours? Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ Connect with the hosts: • Carrie Hammond: https://linkedin.com/in/cahammond • Lexi Bonicard: https://linkedin.com/in/lexibonicard Follow Bob Wang: • LinkedIn: https://www.linkedin.com/in/bob-wang-604a3a11/ Learn more about Bob Wang and his work: • Website: https://www.teeupnextgen.com/ #TaxPro #AccountingFirm #FirmGrowth #KPI #RecurringRevenue #ClientRetention #ProConnectTax #IntuitTax #FractionalCFO #DeductThisPodcast