SERVICES

DSCN0750 - Version 4I focus on Certified Public Accountants working in public accounting. I have a proven track record and deep expertise in the 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:

  • Solving practical, foundational operational issues that are prohibiting firm growth
  • Individual coaching for managing partners, future partners, COOs, practice managers, and HR directors
  • Leadership issues and firm governance
  • Consultation and recommendations on developing the role of a Practice Manager or COO
  • Development and implementation of mentoring programs
  • Operational and administrative reviews
  • Reengineering recruiting and on-boarding programs
  • Performance Management System assessment and redesign
  • Motivational and enlightening presentations for your Firm Day or Management Retreat