Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals The EOS Lite Framework for Growing a Remote Firm
Mar 13, 2026
Ben Curtis, co-founder and CEO of Good Measure Financial, a remote-first accounting firm. He explains using an EOS-lite approach with VTO and L10 meetings, tracking time and KPIs like effective hourly rate, smoothing workflows to avoid month-end peaks, and scaling rapidly via relational networking and a fractional co-founder model.
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Separate Ownership From Day To Day Roles
- Keep ownership separate from operational roles to avoid conflating founder duties and employee responsibilities.
- Ben and Joe kept 50/50 ownership while clearly defining who runs ops versus who leads sales and relationships.
How EOS Lite Keeps A Small Remote Firm Aligned
- EOS Lite works: keep the VTO and L10s and discard parts that don't fit your size.
- Ben uses a one-page VTO and weekly L10 one-to-ones to align a 10-person remote firm with clear quarterly rocks.
Run Weekly L10 One To Ones With A Fixed Agenda
- Run structured weekly L10s with a consistent agenda to remove surprises and create predictable preparation.
- Ben's L10 one-to-ones include life check-in, metrics, client check-ins, IDS, and quarterly rocks for every team member.