Building a CPA Firm.
Building your firm is a mindset and a shared attribute of the most successful CPA firms. Continuously monitoring quality, continual improvement, and focusing on your people are only a few strategies to be employed.
50
CONSULTING CLIENTS
SINCE 2016
25
NEGOTIATED &
COMPLETED MERGERS
20
YEARS MATCHING CPA
FIRM BUYERS & SELLERS
BUILDING A FIRM
FEATURES
Continual Improvement
Never stop looking for ways to improve the firm and your people; work on the bottom line and the top line.
Maintaining Quality & Integrity
Build an infrastructure to monitor quality and periodically survey client satisfaction, and always do the right thing.
Building the Firm’s Infrastructure
Hire strong leaders for HR, Finance, Marketing, and IT.
Focusing On Strengths/Building
a Team
a Team
Hire the right people and treat them well, as employee satisfaction leads to client satisfaction.
Being the Best Firm in Your Marketplace
Stay mindful of your competition and continue to focus on superior client service.
Develop and Follow an Action Plan
This is the single most important thing you need to do to build your firm. Success comes incrementally.
"Challenged us to focus on firm improvements that really make a difference" - Client
Recent Advisory Projects:•Meeting monthly and quarterly with partner groups•Acted as sounding board for managing partners•Created a deferred compensation program for partners•Recruited key employees •Conducted firm retreats•Negotiated retiring partner agreements
OTHER ADVISORY SERVICES
