Building Vision and Strategy: Kelvin Gieck’s Playbook for Accounting Firms episode artwork

EPISODE · Mar 20, 2025 · 48 MIN

Building Vision and Strategy: Kelvin Gieck’s Playbook for Accounting Firms

from The Firm

🧠 Episode SummaryKieran James catches up with Kelvin Gieck as they dive into the hard truths about scaling a professional services firm and why many owners unknowingly become the bottleneck in their own business. From adopting EOS to developing leadership at every level, Kelvin lays out a practical, founder-tested approach to building a resilient, values-aligned accounting firm that doesn’t rely on you for every decision.✅ Key TakeawaysMost accounting firms don’t scale—they stretch. Growth without systems leads to burnout, not freedom.EOS gave the team structure, language, and alignment. Implementing tools like Rocks, Scorecards, and Vision/Traction Organizer (V/TO) was a game changer.Delegate outcomes, not tasks. You can’t scale if you’re the one solving every problem.The leadership team is everything. Train people to lead so the firm isn’t solely dependent on you.Values must be operational. Your core values should drive hiring, firing, and daily behaviour—not just live in a handbook.💬 Notable Quotes“We didn’t realise it at first—but we had built a business that couldn’t run without us. That had to change.”– Kelvin Gieck“EOS gave us a common language. It’s not just a system—it’s how we think now.”“You’re not building a business if you’re still solving every problem yourself.”“Your people can’t hit a target they can’t see. Vision must be clear—and repeated often.”👤 Guest Bio: Kelvin Gieck, CFAKelvin Gieck is the co-founder of TwentyEighty, a modern Canadian accounting and advisory firm focused on helping entrepreneurs grow with confidence. A Chartered Financial Analyst (CFA) by training, Kelvin blends deep financial expertise with a passion for operational excellence.Through his EOS journey, Kelvin has transformed TwentyEighty into a values-led, system-driven firm that empowers its people and scales without chaos. He’s also a speaker and advocate for helping other firm owners adopt better tools, habits, and mindsets for growth. Hosted on Acast. See acast.com/privacy for more information.

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