Strategic Planning and Goal Setting for Results


Matt facilitated one of the most effective retreats our firm has had in the last thirty years. Our team was more engaged than ever and the structure provided combined with the creativity sparked led us to a solid plan for our future. We can’t wait to celebrate our success at next year’s retreat!

Pamela Baker, CPA, CGFM, Managing Partner
Barbacane, Thornton, & Company
Wilmington, DE


Subtotal Discount
$500 20% off
$975 30% off
$1,400 40% off
$2,500 50% off

This book is essentially a Cliffs Note’s 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. Our 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



Please note our PDF e-books are not printable. Why?