Accounting Business Transformation
– Tailored Coaching Program
For accountants who are truly ready and committed to transforming their business, we deliver one-on-one coaching along with a tailored plan and resource mix designed to take your accounting firm to the next level. We work closely with you to understand your business and your clients and guide you step-by-step along the journey from 20th Century CPA to 21st Century Advisor.
Plus, you receive a dedicated specialist who will guide you through a Vision workshop, develop a customized plan to completely transform your business, and personally coach you on how to lead your firm through change.
Your tailored solution includes:
Vision and Purpose
Create a clear and shared Vision and Purpose (built on strong team values) to help guide your accounting firm forward
Business Plans
Build detailed plans as required, that will focus on value proposition, customer service experience, firm structure, key KPIs and business culture.
Desire and Implementation
Sustain your delivery of the firm Vision and Plans, supported by accountability meetings and mentoring and support
Virtual Family Office
We have a team of highly qualified experts and service providers with solutions for legal, wealth management, and other business needs. From structuring successions, to driving business growth, our best in breed experts can address the most complex problems facing your clients and turn them into revenue generating opportunities.
Plus, you receive a dedicated specialist who will guide you through a Vision workshop, develop a customized plan to completely transform your business, and personally coach you on how to lead your firm through change.