Smarter Capacity Planning For Growing CPA Firms with Terrell Turner

Smarter Capacity Planning For Growing CPA Firms with Terrell Turner

April 28, 2026 · 56 min

About this episode

Terrell Turner discusses how growing CPA firms can effectively manage their capacity and workload.

Your CPA firm is growing but is your team growing with it? Terrell Turner, co-founder of TLTurner Group, talks about how growing CPA firms can take control of their capacity. Terrell shares the exact framework his firm uses to measure workload, standardize processes, and know with confidence when to add more clients without overwhelming the team. Terrell brings a manufacturing mindset to accounting, mapping out every step of the client service process and measuring how long each step ta...

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Guest: Terrell Turner

Mentioned in this episode

Organizations: TLTurner Group, CPA

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