CPA Firms

Developing rainmakers and enhancing your marketing
Retaining good staff through better management
Retirement sustainability
Loyal clients
Culture of employee engagement
Learning from your peers about firm growth

Our proven business coaching solutions are customized to your needs. Topics are modular and can be combined to meet your goals.

Developing Rainmakers and Enhancing Marketing

How can you develop partners and those on partner track to be great rainmakers for the firm?
How can you drive quality leads to your firm’s rainmakers?

Retaining Good Staff and Better Management

How do you keep your best people? It’s documented that most people leave their positions because of their managers. Let’s make sure your managers know what they’re doing. Director, Manager, Managing Partner… no matter what your leadership role in the firm, you can benefit by understanding motivation, team leadership, communication strategies, decision making, time management and how to handle negative behavior.

Good managing partners lead their firms to make good decisions.

Retirement Sustainability

Do you know your succession plan, your exit strategy, how your partners’ retirement packages will be funded? Is your organization planning for that eventuality? Internal growth, buyout, merger, acquisition, developing a new leadership team? Strategic planning will give you control of that future instead of burying your heads in the sand and floating at the whims of the market.

Looking to merge your organization, buyout or an acquisition? The reason why most failed mergers do fail is that they had a hard time getting the cultures to merge. So let’s work together during the due diligence stage to ascertain if merging these cultures is a good bet. Let’s also work together after the merger to guarantee success.

There are an awful lot of Baby-Boomers in partner positions currently. Most will be retiring in the next few years. But who are the newbies coming into the firms? Generation Y. In between there is Generation X, but not nearly enough to replace all the Boomers. These different generations grew up in totally different times and have different views of the world, different priorities, different understanding of technology and work ethic. We provide a facilitated dialogue so each person’s contribution can be valued and maximized for the betterment of the firm.

Loyal Clients

Client Loyalty is a strategy that can be placed at the heart of your organization. It is also something that each employee enacts on an everyday basis. Let’s make sure they all know what’s expected and they have the wherewithal to do it.

Culture of Employee Engagement

All staff benefit from becoming self-leaders and honing their time management skills. Employees who have the chance to experience development programs feel the firm is invested in them and feel more engaged and committed.

Communication is enhanced by each person knowing himself better and knowing the personality styles of teammates and managers through individual assessments and team debriefs of how we can all work together better. Organizational assessments show your management team just what each person in the organization feels about working there and what you might want to change.

Business book discussion groups are great for lunch-and-learns. We pass out a summary of the book so participants don’t even have to read the book first. We discuss how the book’s concepts apply to your organization. Many times employees then go on to read the book themselves. It stimulates the ‘learning organization.’

Learning from Your Peers about Firm Growth

Facilitated peer advisory groups made up of partners of accounting firms of similar sizes. Partners learn best practices and benchmarks from each other.