Designing a scalable organizational structure where each partner can manage $5million in fees

Ed ChanFounder & Non-Executive Chairman, Chan & Naylor

For decades, accounting business owners have struggled to identify and implement their most effective organization structure.

How you structure your firm affects the productivity of your team, the service your clients experience, the effort required to deliver that service, and most importantly, your profit.

In this video, Ed Chan joins Richard Snell for an exclusive fireside chat to share the secrets behind the success of his business, Chan & Naylor. Ed discusses his top considerations and the exact steps you can take to implement an organizational structure that allows each partner to manage $5million in fees.

Ed and Richard discuss:

  • The flaws of running a traditional partnership

  • The consequences of continuing to run a traditional partnership model

  • The incentive for implementing a corporate organizational structure

  • What the structure includes and the specific actions you should take

  • Why you should strive for a business that can run without you, rather than being a prisoner to it (and steps to get there)

Hear directly from one of Australia's leading industry figures on what it takes to run a successful accounting business.

Ed Chan
Founder & Non-Executive Chairman, Chan & Naylor

Ed started Chan & Naylor from a small home office in Sydney and grew it into a National Financial Services Organisation that now works without him, with offices in most capital cities around Australia, servicing more than 10,000 clients.

In 2018 he co-founded WIZE Mentoring, a network for accountants who want to know how to successfully grow their firm and have it run without them.


Richard Snell
Director of Sales, Asia-Pacific, Karbon

Richard brings almost 20 years of leadership experience working for SaaS companies in the accounting industry including MYOB, QuickFee and Wolters Kluwer. He has a proven record of helping accounting firms leverage technology to grow and improve their business.

Richard Snell