Shah & Associates CPAs PA

Chief Operating Officer

• The Chief Operating Officer owns everything related to delivery, people, process, and capacity—so the CEO never has to.
• Drive operational excellence, accountability, and efficiency to support firm growth to $4M in Annual Recurring Revenue with a 50% profit margin.
• Serve as the firm’s day-to-day execution leader, allowing the CEO to focus exclusively on vision, strategy, and R&D.
• Directly manage a team of approximately 8 team members and will be responsible for scaling the organization to 15+ people while maintaining performance, culture, and profitability.
• Shadow CEO heavily, map processes, understand systems and design, own a weekly ops meeting.
• Meet key stakeholders to understand the client base and determine what has and has not been working from an expansion perspective.
• Document and consolidate SOPs into a firmwide Operations Manual.
• Manage vendor and referral-partner relationships and lead negotiation of terms/fees.