SERVICES

DSCN0750 - Version 4My focus is solely on CPAs. I have a proven track record and deep expertise in management of a growing and profitable CPA firm. My mission is to help practitioners develop a culture that will sustain their firm well into the future, assisting them in developing a firm where talented top performers will want to stay and build their careers. Having worked for 30 years inside a continually growing, profitable accounting firm, I understand your unique challenges. Unlike some consultants, I have developed my expertise from hands-on, real-life experience.

Services are provided on a project basis. Here are some topic/project examples:

  • Leadership issues and firm governance
  • Unique partner and management retreats
  • Consultation and recommendations on developing the role of a COO
  • Facilitation of people-focused CPA firm surveys:
    • Upward Feedback for firm leaders
    • Employee Engagement
    • Client Satisfaction and Feedback
  • Development and implementation of mentoring programs
  • Operational and administrative reviews
  • Reengineering recruiting and on-boarding programs
  • Performance Management System assessment and redesign
  • Individual coaching for managing partners, future partners, COOs, firm administrators and HR directors.
  • Hands on management training for CPA firm managers
  • Conducting upward feedback surveys for management
  • Conducting client feedback surveys
  • Motivational and enlightening presentations for your Firm Day or Management Retreat