CPA Peer Advisory Growth Group

Eligibility for Membership:

  • Managing Partner/Equity Partner
  • Firm $2-$10 million in Revenue
  • Firm focused on substantial growth

Value:

  • Sharing of best practices on:
  • new revenue sources
  • growth strategies
  • rainmaking, marketing, client retention
  • practice management, leadership, staff management, culture development
  • succession planning
  • technology and internal efficiencies
  • attracting and retaining staff
  • resources

“The value that I see in our group is the diversity within it. It is a tremendously useful resource in moving forward to the next level and taking the next steps that others have experienced before. And, you can quote me on that.”
–Howard Krant, KBMG, LLC

Details:

  • Meeting time: 9:00-10:30 am.
  • The group is entering it’s third year.
  • The location circulates among 15 member firms.
  • Speakers present for 30 minutes after which there are questions and then members can discuss other issues.
  • Facilitated by Jeri Quinn, Executive Business Coach for CPA’s.
  • The investment is $600 per seat annually.

“In today’s changing economy it is more important than ever to network with a group of your peers who are willing to share their thoughts, experiences and issues. I find the group invaluable.”
-Jeff Resnick, The Resnick Druckman Group LLC

Meeting Schedule

May 18, 2010 -  R&D credits presented by Sonny Grover, Alliant
June 16 2010 – Member Strategy Session: What Works and What Doesn’t, Members Share
July 20 2010 -  ESOP presented by Larry Kaplan, Corporate Solutions Group
August 17, 2010 -  Pension Plans presented by Howard Darvas, T. J. Pensions, Inc.
September 21, 2010 – Cost Segregation presented by Eli S. Loebenberg, Madison Specs
October 19, 2010 – Client Retention Strategies presented by Joe Tucciarone, National Network of Accountants
November 16 2010 – Member Strategy Session: Technology, Members Share
December 21, 2010 – To be determined
January 18, 2011 – Member Strategy Session: Staff Management/Firm Leadership, Members Share

“The group is a tremendous resource for keeping your firm up-to-date with the trends happening in our industry today.”
-Sal Marra, Regen, Benz & Mackenzie, CPA’s P.C.

To participate or find out more information, please call 212-923-5820 or email jeri@drivingimprovedresults.com.