What happens when a seasoned CPA firm embraces virtual professionals for the first time? Shawana Hudson, partner at Thomas & Gibbs CPAs in North Carolina, shares how letting go of old systems helped her team transform billing, documentation, and client communication.

In this episode, Shawana opens up about the early challenges of adopting virtual assistants, the surprising efficiencies gained, and how her firm is now scaling smarter—not harder. If you're in professional services and struggling with operations, this episode is your wake-up call to try something new.

🔹 Why they waited—and why they wish they hadn’t
🔹 How billing and cash flow improved
🔹 The cultural shift behind process documentation
🔹 Real insights for CPAs, consultants, and business owners

Try something new. Let go sooner. Reclaim your focus.

Let Go Sooner: How a CPA Firm Scaled with Virtual Professionals – feat. Shawana Hudson

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New tracks tagged #ScalingSmart