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EXECUTIVE PREVIEW: Seven Keys to Success in CPA Firm Management
ay Street Group LLC and Capstone Marketing, two leading marketing and market research firms to the CPA profession, have joined forces to conduct a ground-breaking and comprehensive investigation into the critical success factors for today’s accounting firm.
The researchers have identified seven keys to success in CPA firm management, namely:
1. Leadership
2. Technology
3. Learning Organization
4. Marketing and Business Development
5. A Great Place to Work
6. Client Service and Satisfaction
7. Strategy Execution
The project is quantifying what has long been unquantified: How certain management practices correlate with success in accounting firms.
FREE DOWNLOAD: “The Seven Keys to Success in CPA Firm Management” (PDF, 11 pages)
Offered by CPA Trendlines, published by Bay Street Group LLC. Copyright 2000-2008 Bay Street Group LLC. All Rights Reserved.
HOW CPAs FIND SUCCESS IN SPECIALIZED NICHES
Including: The top six “Gateway Services” that launch leading-edge firms into the best new business lines.
This CPA Trendlines Special Report is sponsored by AICPA Specialized Communities.
GET THE FREE DOWNLOAD NOW: Niches to Riches – Special Report (PDF, 39 pages)
CONTENTS:
- How CPAs are getting focused
- CPAs finding good money in small places
- The six “Gateway Services to Niche Success”
- CPAs identify the profession’s most common niches and specialties
- The leading strategies for developing new capabilities
- Practitioners discuss needs and desires regarding business plans and competitive intelligence
GET THE FREE DOWNLOAD NOW: Niches to Riches – Special Report (PDF, 39 pages)
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SPECIAL REPORT: THE GROWING MOBILITY TREND
This special report, sponsored by Research in Motion Ltd., shows leaders at local accounting firms:
• the forces driving firms to adopt wireless connectivity and mobility strategies;
• when the right smartphone solution can make money for an accounting firm;
• how smartphones can improve productivity, client service, and client satisfaction;
• key criteria for choosing the best smartphone solution for the firm.
Bay Street Group estimates that the added productivity provided by a best-in-class smartphone
solution could yield over $32,000 a year in increased realization for a partner at a small and
medium-sized firm.
Get the FREE DOWNLOAD NOW — PDF, 17 Pages (free registration) | Learn more
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WHITE PAPER: ADVANCING ON THE RETREAT
Does YOUR retreat advance your firm?
By Bruce W. Marcus, The Marcus Letter and Bay Street Group LLC
Get the answers:
- How to build a purpose-driven firm.
- Can you stay relevant to your clients?
- Are you bogged down by old-school attitudes?
- Why you CAN do better tomorrow.
- When to confront the tough questions.
Get the FREE DOWNLOAD NOW — PDF, 17 pages (free registration) | Click Here