Implementation

We Start With a Discovery Meeting!

This details the first step in the process and lays out timelines, responsibilities, data access needs, and develops the platform for the next 3 Stages.

The Value Enhancement Roadmap

Now that we see the data and the plan, how do we execute? Some firms will to take complete control from this point on with their in-house staff. Others might need to recurring support to augment internal efforts, and some will want PM to lead their ongoing rollout of this process.

The Value Enhancement Roadmap will systematically layout your growth blueprint.

  • Profit enhancement, engagement pricing, value pricing, and expansion of advisory services
  • Steps to reconstruct or eliminate weaker performing, non-strategic clients.
  • Potential redeployment of their tax and audit professionals into higher value opportunities.
  • Realignment of business development outreach and targeting.
  • Engagement of staff in the firm’s development.
  • Expanded ways to examine CPA M&A options.

Our Complete Suite Includes:

PracticeMeter

The core product is the foundation to start the process.

Data Clean-Up

Our team can assist as needed to implement PracticeMeter.

Train the Trainer

We train your leadership to keep PracticeMeter efforts going.

Advisory Bootcamp

We guarantee a 10X Return on your investment in the bootcamp.

NextGen Training

Recurring group sessions for select next-generation professionals.

Quarterly Meetings

We monitor progress, modify efforts and suggest new ideas.

LinkedIn Content

Thought leadership content to push out to your contacts.

Outsourced Advisory Officer

An option to outsource the advisory group leadership.