Growth Almost Broke the Firm: Right-Sizing and More

Big thanks go out to Magnetic for backing The Unique CPA. MagneticTax.com. Chad Davis built LiveCA to 120 people and then made the deliberate decision to cut it nearly in half. On Episode 257 of The Unique CPA, he tells Randy that was not because the firm was failing, but because the math, modeled out on a road trip through the Italian countryside, pointed clearly to 60 as the number where profit, people, and sanity could actually coexist. That restructuring meant repricing every client, moving from value pricing to budgeted hours, and inviting a good number of people to “be successful elsewhere.” Randy and Chad cover all of that, the AI tools Chad is boosting through his AutomationTown community, the time-zone arbitrage of running a Canadian firm from Spain, and why changing people’s mindsets inside a firm matters more than any efficiency gain the technology can deliver. Get the full show notes and more resources at RandyCrabtree.com