Fractional COO and Consultant for Accounting Firms | Leah Roderick

Operational leadership and consulting for accounting and CPA firms.

I work exclusively with founders and managing partners at small and mid-sized accounting firms. Some need someone to run the operational side of the business. Others are focused on what comes next: scale, succession, a new service line, or building a firm that does not depend on them to function.

I serve as a Fractional COO, consultant, and fractional Integrator for firms running on EOS®.

Get in touch How I work

Who I work with

Sound like your firm?

Accounting firm owners come to me at different stages. Here is what I hear most.

You are running the firm instead of leading it
Every hire, every escalation, every staff question comes back to you. The firm needs someone running the operations. You should be focused on growth.
Your firm is growing but profitability is not
Revenue is up. Margin is not. Pricing, capacity, and workflow are costing you more than you realize, and no one has the time or authority to fix it.
You are losing on talent
Strong candidates have options. If your firm does not have a clear direction and a compelling reason to join, they will choose a firm that does.
You are ready for the next chapter
The firm is running well. You want to scale, plan for succession, or build the structure that lets it grow without you in the middle of everything.
The operational infrastructure has not kept pace
The firm has grown. The systems, technology, and accountability structures around it have not. It is starting to limit what is possible.

How I work

Two ways to engage.
One area of expertise.

Ongoing engagement

Fractional COO

An ongoing partnership focused on the operational side of your firm. I work alongside you to build the systems, strengthen the structure, and create the accountability that lets the firm run well and grow with intention.

Capacity planning, workflow, pricing, hiring, retention, technology, and accountability. Strategic operational leadership, built around where you want the firm to go.

Defined scope, specific outcome

Consulting and Advisory

Focused help on something specific. We define the scope, agree on the outcome, and I deliver.

Operational assessments, growth strategy, talent and narrative work, succession planning, technology reviews, and fractional Integrator engagements for firms running on or adopting EOS®.

About

I help owners of accounting and CPA firms get excited about their business again.

I am a fractional COO and consultant focused exclusively on accounting and CPA firms. I also serve as a fractional Integrator for firms running on EOS® or working to adopt it.

Early in my career I worked with a founder who wanted to move fast. Very fast. My instinct was more measured. We pushed and pulled, and eventually found a pace that worked. That experience got me thinking about what the right pace actually looks like for a growing firm.

Go too fast and the problem is not usually a lack of ambition. It is too many things moving at once without enough structure to hold them together. Every initiative feels connected, so everything gets started at the same time. But when nothing is allowed to stabilize, nothing resolves. The firm looks busy and feels urgent, but it is not actually getting anywhere. The instinct is to add more speed. The actual constraint is unfinished work.

Go too slow and the firm is losing ground without realizing it. The owner is too buried in the day-to-day to create space for growth. Or the firm is managing enough internal problems that forward motion never quite happens. Either way, the pace is not sustainable in the other direction either.

The right pace for every accounting and CPA firm is fast enough to finish. That is what I help firm owners find.

Services

What I do for
accounting and CPA firms.

Whether you need ongoing operational leadership or focused help on something specific, here is what I offer.

Growth Strategy
Defining the next stage of the firm and building the operational plan to support it: revenue targets, service line development, market positioning, and the structure to grow without overextending the team.
Firm Narrative and Vision
Developing a clear, specific answer to where the firm is going and why someone should join you to build it. A compelling narrative is one of the most effective talent and business development tools an accounting firm can have.
Niching and Positioning
Identifying the clients the firm is best positioned to serve and the work it wants to be known for. Firms that specialize grow faster, price better, and attract stronger talent than generalist firms.
Profitability and Pricing
Finding where margin is leaking through underpricing, capacity constraints, or inefficient workflow and building the structure to address it.
Talent Strategy and Retention
Building the systems and narrative that make your firm worth joining and worth staying at. Includes recruiting process, onboarding, career path development, and the cultural infrastructure that reduces turnover.
Operating Systems and Accountability
Implementing the meeting rhythms, accountability structures, and decision-making frameworks that allow a firm to scale without the owner at the center of every decision.
Technology and AI
Evaluating and implementing the right technology for the firm: practice management software, workflow automation, and AI tools that reduce administrative burden and increase capacity.
Succession Planning
Building the leadership depth, documentation, and operational structure that makes the firm valuable and transferable. Whether the goal is an internal transition, a sale, or simply reducing owner dependency, the work starts now.
Fractional Integrator for EOS® Firms
For accounting firms running on EOS® or in the process of adopting it. I work alongside the Visionary, run the leadership team, and keep the operating system working as designed.
Thought Partnership
A senior operational thought partner for firm owners and managing partners working through complex decisions about growth, structure, talent, or the future direction of the firm.

Leah Roderick

Operational leadership and consulting for accounting and CPA firms.

Sound like your firm?

Two ways to engage.One area of expertise.

I help owners of accounting and CPA firms get excited about their business again.

What I do foraccounting and CPA firms.

Let's talk aboutyour firm.

Two ways to engage.
One area of expertise.

What I do for
accounting and CPA firms.

Let's talk about
your firm.