Practice Management

We work with small to mid-size firms in a variety of practice management areas. If you're interested in clarifying and meeting your goals related to these practice management topics, contact us to discuss how we can help.

Partner Retreats / Meeting Facilitation / Strategic planning

Get the most out of your time together by focusing on key issues and hearing from all voices at the table. Whether the focus is strategic planning, staff retention, or any of the topics listed below we can open and facilitate dialogues that will advance your top issues and opportunities.

"Having you as a going to help us achieve more than we have in the last four years." - Partner retreat participant feedback

Value Pricing / Pricing Power

The vast majority of CPAs under-price their services. Find out what your clients value and adjust your fees, and bottom-line, accordingly. Working together, we discuss your profitability goals, evaluate your existing clients contribution to those goals and determine opportunities for achieiving your objectives.

Partner compensation / partnership agreements

Coming to agreement on how partners will be compensated, and key terms of partnership agreement / buy-out plans can be challenging. Ensuring you have the appropriate provisions in your agreements, and develop a plan that your team is comfortable with can save time and reduce stress. We work with small to mid-sized firms on these areas (<$10M revenue).

Employee and Client Surveys

Obtaining candid feedback from your team and your clients gives you the information you need to continue moving your practice towards your goals. Utilizing a 3rd party to conduct these surveys reduces respondent bias and improves their willingness to provide honest answers. 


See our Speaking and Events page.

Accountability Support and Advisory

For leaders who would benefit from support beyond their office peers, we offer coaching and consulting services. As a sounding board with industry expertise, we help key individuals bring their highest value to the firm.