What We Do
For CPA firms:
-
Guidance in establishing and implementing in-firm Leadership Programs
-
Emerging partner training and mentoring
-
Managing partner mentoring
-
Guidance in converting from equity based partner buy outs to deferred compensation programs
-
Guidance in establishing performance based compensation programs
-
Strategy development and implementation guidance
-
Succession planning
-
Merger, acquisitions and sales
-
Practice management guidance for firms of all sizes
For companies that work in the CPA profession:
-
Strategy development for the CPA profession channel
-
Participation on corporate boards and advisory groups
-
Executive and staff education about the CPA profession; current and emerging trends and how firms serve clients, provide value and generate profits
-
Speeches, webinars and participation at conferences and events
-
White papers, special studies and articles
-
Website content development
-
Mentoring and coaching
For CPA associations and societies:
-
Strategy development and thought leadership
-
Speeches, webinars and participation at conferences and events
-
White papers, special studies and articles