Three reasons to pursue a one-firm culture in multi-office firms

In an age of high growth and M&A activity among accounting firms, many firms find themselves doing business in two or more different office locations. Sometimes a firm opens an office in a new location in an effort to grow geographically. Other times, firms may merge or acquire a new location in order to serve clients in new ways with new practice areas. And in the age of remote work, some firms may become multi-office firms when they hire remote workers or allow existing staff to work from home offices. Regardless of how far apart your offices are or how many people work in each one, creating a one-firm culture can help more than just morale. Here’s how.

Leverage expertise

Like any resource, expertise is only useful if you can access it when you need it. When your expertise is spread out across multiple locations, your firm’s service may seem fractured. Your clients may have inconsistent experiences, and your staff may have trouble collaborating. Sharing work between firms may seem impossible. A one-firm culture provides consistent workflows and access to information to make the most of your expertise.

Build efficiency

Sharing documents and other information across multiple offices can cause workflow slow-downs and technology hiccups. But with the right technology infrastructure, multi-office firms can speed up information sharing and even balance work across different locations. A one-firm culture requires the ability to access and report on data for each location, separately and rolled up to the whole-firm level. Monitoring key performance indicators in this way can help firms work more efficiently.

Put a premium on security

Keeping up with information security on a single system can be daunting. But trying to secure multiple different systems is even harder. That’s why a one-firm culture requires a common technology infrastructure and consistent security processes. Disaster recovery is an added benefit. When disaster strikes, business can continue from a different location. That’s because a one-firm culture exists independent of location.

To learn more about creating a one-firm culture, download our ebook, “Creating a one-firm culture in the cloud: 10 tips for multi-office firms


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall