Peer Advisory Growth Groups
Individuals from same sized firms discuss practice management issues such as:
- getting new clients
- technology
- firm organizational structure
- target markets
- managing workflow
- management philosophy and practices
- low priced competitors
- national benchmarks and standards
- terminating clients
- quality control
- industry regulation
- hiring and terminating staff
- sources of information
- professional organizations
- training staff
- best practices
- issues to consider when buying, selling or merging their firms
- realization rates (what % of available time is actually billed)
Members email each other between monthly meetings to ask and answer questions in their own specialty areas, or to point out something that everyone will need to know.
Driving IR forms and facilitates these groups. Currently there is a 2-year-old CPA Peer Advisory Growth Group, which is expanding. A Peer Advisory Growth Group for Creative firms is currently being formed. Both are in New York City. Virtual phone based groups can also be formed outside New York City,
If your firm is on a growth track and ready to learn more, please click here.
