SEVEN KEYS RESEARCH
INSTANT DOWNLOAD (PDF, 13 pages)
FREE DOWNLOAD:
“The Seven Keys to Successful
CPA Firm Management”
INSTANT DOWNLOAD (PDF, 13 pages)
“The Seven Keys to Successful
CPA Firm Management”
New and Exclusive Research into the Habits and Best Practices of Today’s Highly Competitive Tax and Accounting Practice
FREE RESEARCH REPORT
Rick Telberg of Bay Street Group LLC and Jean Caragher of 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.
Now, the initial findings are available in a FREE research report.
Next, go to Seven Keys CPA to register for the next webinar
or watch a steaming webcast, listen to a podcast or order an e-book.
All at www.SevenKeysCPA.com
.
Rave Reviews for “Seven Keys to Success in CPA Firm Management”
“Excellent information!” … “Exactly what we should be doing” … “Interesting!” … “Useful.” … “I’m taking this back to my partners!”
.....
.
The researchers have identified seven keys to success in CPA firm management:
1. Leadership and Management
2. Technology Planning
3. Marketing and Business Development
4. Client Service and Satisfaction
5. Creating a Great Place to Work
6. Building the Learning Organization
7. Executing on Strategy
The project is quantifying what has long been unquantified: How certain management practices correlate with success in accounting firms.
The Seven Keys to Successful CPA Firm Management
Are You a “Leader” or a “Laggard?”
The difference could mean success or failure for your firm.
- Do you know what it takes to succeed in today’s competitive market?
- To win new business and attract top talent?
- To drive growth and productivity?
- To build real value and ensure smooth succession?
The Seven Keys Leaders know. And now you can too.
Join the newest, most scientific practice improvement program in the profession: “The Seven Keys to Successful CPA Firm Management.”
New empirical research from thousands of practicing professionals will show you the way.
Bay 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 Seven Keys to Successful CPA Firm Management is based on research including thousands of survey responses and interviews with leading authorities.
The research identifies the best practices and common characteristics that separate the competitively successful firms from the not-so-successful. We call them “The Seven Keys Leaders” and “The Seven Keys The Laggards.”
Seven Keys Leaders enjoy above-par, even world-class, performance in the generally accepted metrics of practice management, including:
- revenue growth,
- profit margins,
- technical excellence,
- client satisfaction,
- staff morale and tenure, and
- professional reputation and brand value.
Seven Keys Leaders clearly do things differently.
And they clearly get superior results.
1. Leadership
Did you know… ?
Seven Keys Leaders are 3 times more likely than Laggards to adhere to a clear set of values.
What you’ll learn:
- Essential Qualities for Accounting Firm Leaders in Today’s Economy
- How to Be a Leader if “Leader” Isn’t in Your Job Title
- Key Skills Every Accounting Firm Employee Needs to Know
- Bridging the Generation Gap in Today’s Workplace
- Why Teams Don’t Work, and How to Fix Them
- What’s Wrong with Every Firm’s Compensation System
2. Technology
Did you know… ?
Seven Keys Leaders are 17 times more likely than Laggards to follow a strategic technology plan.
What you’ll learn:
- Top Five Tips to Economize Your Technology Spending
- How Leading Firms Differ from Laggard Firms in Technology Use
- Developing a Strategic Technology Plan
- Tips for Going Paperless
- How to Embrace the Mobile Environment
- The Impact of Social Media
3. Marketing and Business Development
Did you know… ?
Seven Keys Leaders are 19 times more likely than Laggards to surpass competitors in revenue growth.
What you’ll learn:
- The economy’s impact on marketing programs and budgets.
- How marketing can help in client retention.
- When is social media right for your firm?
- How to conduct a “reality check” on your marketing program.
- Firing clients: More important than ever?
4. Client Service and Satisfaction
Did you know… ?
Seven Keys Leaders are 2 times more likely than Laggards to have a formal program to monitor client satisfaction.
What you’ll learn:
- What clients really think.
- Why accounting firms lose clients.
- How to manage client service to maximize client satisfaction.
- The hidden land mines in your marketing program
- How extraordinary client service can pay off for your firm.
5. Creating a Great Place to Work
Did you know… ?
Seven Keys Leaders are 4 times more likely than Laggards to work as a team, not as individuals.
What you’ll learn:
- What “Leaders” do differently and where “Laggards” fail
- The latest trends in the competitive recruiting and retention market
- Successful HR and compensation tactics that lock in staff loyalty
- Leadership and management strategies of winning firms
6. Building the Agile Learning Organization
Did you know… ?
Seven Keys Leaders are 3 times more likely than Laggards to conduct training that supports their business strategy.
What you’ll learn:
- Proving the true ROI of training and development
- Keys to building a continuous learning environment in your firm.
- How to align staff training plans with the firm’s strategic objectives.
- The role of training in managing risk and maximizing profit.
- How to make CPE pay off
7. Strategy Execution
Did you know… ?
Seven Keys Leaders are 10 times more likely than Laggards to establish specific and measurable business goals.
What you’ll learn:
- Why Execution is the most important of “The Seven Keys.”
- The five pitfalls in execution.
- How change sometimes doesn’t happen.
- The top 12 ways to make sure your plans work.
- The 8 “Know-How’s” that are essential to success.
For more information, contact:
Rick Telberg
Bay Street Group LLC
rtelberg@baystreetgroup.com
