Strategic Planning and Goal Setting for Results

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TESTIMONIALS

“Matt facilitated one of the most effective retreats our firm has had in the last 30 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

BULK DISCOUNTS

Subtotal Discount
$625 20% off
$1,150 30% off
$1,600 40% off
$2,850 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

 

©2011

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

Reading Sample
Clear

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