The EOS Lite Framework for Growing a Remote Firm

The EOS Lite Framework for Growing a Remote Firm

From Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

March 13, 2026 · 39 min

About this episode

Ben Curtis shares insights on rapidly growing a remote accounting firm while maintaining operational sanity.

Are you an accounting firm owner, managing partner, or CPA starting a firm who wants to achieve rapid growth without losing your sanity? In this episode of Growing Your Firm, host David Cristello sits down with Ben Curtis, co-founder and CEO of Good Measure Financial. Ben shares the inside story of how his firm transitioned from a slow, intentional build to adding 4 full-time employees in just 90 days during a massive growth spurt. Whether you are an operations manager looking for better workflow systems or a leader interested in the Entrepreneurial Operating System (EOS), this episode provides a tactical roadmap for scaling a remote-first accounting business. What You'll Learn in This Episode: 1. The 50/50 Partnership Model: How Ben manages a firm with a "fractional" co-founder while maintaining clear role definitions and a healthy 50/50 ownership split. 2. EOS Lite for Accounting Firms: Why Ben uses the Vision Traction Organizer (VTO) and L10 meetings to keep his team of 10 aligned, and what parts of EOS he chose to discard. 3. Capacity & Production KPIs: A deep dive into why Good Measure Financial still tracks time and how they use Effective Hourly Rate and Actuals vs. Budget…

People in this episode

Host: David Cristello

Guest: Ben Curtis

Topics covered

  • remote firm growth
  • accounting operations
  • Entrepreneurial Operating System
  • workflow systems
  • KPIs in accounting

Keywords

  • EOS Lite
  • accounting firm growth
  • workflow management
  • capacity KPIs
  • founder-led sales

Mentioned in this episode

Organizations: Good Measure Financial, Entrepreneurial Operating System

Places: churches, nonprofits

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