We have used your series on practice management topics to assist us in developing our own internal procedures and processes. We have found this material to be very helpful, as it is based on “real-life” experiences in working with CPA firms, and the recommendations are practical to implement.

Cary Selby, CA
Managing Partner
SBLR LLP, Toronto


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$415 20% off
$825 30% off
$1,300 40% off
$2,200 50% off

Strategic Planning and Goal Setting for Results

This monograph is essentially a “Cliffs Notes” guide to strategic planning and partner goal setting for CPA firms. It’s patterned after Marc’s proprietary approach to consulting with CPA firms on strategic planning and goal setting, as he has developed it over the last 20 years. Marc’s approach has two major goals: Think BIG and keep it simple, and, GET RESULTS.

Topics include:

  1. The three main phases of strategic planning
  2. Overall management philosophy of a CPA firm
  3. Steps to creating the strategic plan
  4. Why mission statements are a waste of time
  5. The vision statement
  6. Stimulating productive brainstorming sessions
  7. Best practices for goal setting programs
  8. Core values
  9. Sample partner goals
  10. Keys to implementing & pitfalls of strategic planning
  11. Partner accountability