Services

Practice Management

• Positioning for Success
  Evaluating practice expansion opportunities including the feasibility of developing new markets, providing new services, acquiring proper talent and the benefit of becoming more specialized.
• Pragmatic Succession Planning
  Building a firm wide system to groom and retain firm leadership while still operating a successful practice and managing your professional responsibilities.
• Leadership Development and Support
  Mentoring partners for increased success, coaching the Managing Partner and the future Managing Partner, profiling potential leaders and consulting on firm governance procedures.
• Engineering Accountability and Rewards Programs
  Implementing customized compensation and performance evaluation systems designed to improve accountability and motivate for professional excellence.
• Being a Financial Performance Role Model
  Introducing a regimen to maximize firm wide financial results based on employment of best practices in setting priorities, realization, engagement management, utilization, billings & collections, marketing management and enhanced communication processes.
• Calibrating your Business
  Facilitating retreats, coordinating strategic planning efforts, conducting focus groups, surveying and hardcore SWOT analysis.

Mastering the Merger Matrix

Our partnership with Accounting Transition Advisors (www.transitionadvisors.com) provides a winning team to develop effective solutions for firms pursuing:

• Expansion through Merger or Acquisition
• Succession to facilitate the retirement or other transition of owners
• Internal succession strategies

We not only assist in developing customized planning solutions, but we assist in creating high value outcomes for our clients by:

• Locating and introducing buyers and sellers
• Structuring acquisition and merger transactions
• Providing support of the M & A process through document preparation and review, valuation, and due diligence
• Assisting in developing post-transaction business and transition plans to maximize retention of the clients and staff

Marketing and Business Development:

• Structuring the Marketing and Business Development Functions
  Developing proper job descriptions, identifying the right personnel, defining the role of the owners and positioning the marketers and sales people to work as a productive team.
• Comprehensive Evaluation of the Marketing and Sales Function
  Taking stock, benchmarking against best practices, implementing techniques for enhancement.
• Branding and Brand Expansion
  Conducting a SWOT analysis to evaluate your place in the market and recommending programs to create competitive advantage.
• Implementing an Effective Marketing Intelligence Program
  Employing customized research, inquiry and follow-up techniques for successful prospecting, targeting visibility and deploying communication systems more effectively.
• Winning the Proposal Game
  Honing techniques to improve the listening, writing and presentation processes.
• Building and Maintaining a Successful Niche-Based Marketing Platform
  Organizing the team, targeting the right audiences, developing a targeted message and implementing a visibility program.
• Mentoring the Rainmakers
  Setting goals, brainstorming strategies, workshops, one on one training, measuring performance and shadowing for constructive feedback.
• Top 10 Steps for Fostering a Relationship-Based Referral Program
  Evaluating ROI and developing and executing the strategies.
• Comprehensive Marketing and Business Development Support
  Creating the marketing plan, coaching the players, executing the plan, and measuring the results.

Proposals-On-Call:

Success in the sales cycle is not about the size of your marketing team or the total marketing budget. It is about the quality and consistency of your effort. There are many variables that will influence your ability to wind the "battle" for a new client, but positioning your proposal will go a long way towards enhancing your chances for success.

With Proposals-On-Call, we guide you through each stage of the proposal process to increase your close rate for new business generation. Our On-Call services include:

• Role Playing Sessions – "Practice makes perfect"...These sessions will perfect your approach to important presentations with drilling exercises designed to enhance listening and presentation skills.
• Customized Research Options – Get an advanced view of the personalities and "hot buttons" that will impact the closing of a deal.
• Outsource Proposal Preparation – How you package your proposal in written form may be a crucial differentiator. We develop and/or edit your written product with attention to both content AND appearance.

Practice growth is a top priority for accounting firms today - and getting the right clients is the best way to assure continued growth. Choose one or all of these options to be sure your firm is getting it right.

Our clients also enjoy our Managing Partner On Call program.