Strategic Planning Bundle

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TESTIMONIALS

“We used Rosenberg Associates's book on retreats for our five-partner firm's first two-day retreat. It made the retreat an overwhelming success.”

Charlie Jones, Co-Founder
Marshall Jones & Co
Atlanta, GA

Strategic Planning Bundle

Our industry is transforming. With staffing shortages, Baby Boomer retirements, private equity investments and rapid technology advances, the entire marketplace is being disrupted.

How we approached strategic planning in the past cannot keep pace in today’s world. Without a solid plan, the future of your firm may be in jeopardy.

Using proven tools, industry research and insights from working with firms across the country, we’ll cover what strategic planning is and how to do it well. We’ve assembled three of our best-selling books that specifically target ways you can create lasting change through strategic planning in one tailored bundle. Let’s take your firm to the next level and create a roadmap for long-term success.

Print + PDF Combo + Toolkits $1,405
Print only + Toolkits $1,270

 

Strategic Planning Bundle includes:

Toolkits Included

We offer proprietary toolkits for some of our newest books, which include key resources your firm can use to more easily implement practice management techniques at your firm. In this bundle, we also automatically include the Strategic Planning Toolkit and Role of the Managing Partner book Toolkit (a $220 value), which each include over a dozen key documents your firm can use to more easily implement best practices at your firm.

The CPA Firm Strategic Planning toolkit offers:

Editable Resources – a Word document to save you time typing up these useful pages

  • One-Year Project Plan Template
  • Sample Planning Calendar
  • A Positive Flip Conversion Tool to Handle Complaints

The Role of the Managing Partner toolkit offers:

High-Impact One-Page PDFs for sharing with your partner group

  • Management Philosophy of CPA Firms
  • Management vs Administration
  • Corporate vs Partnership Styles of CPA Firm Management

Editable Resources – Word documents to save you time typing up these useful pages

  • Managing Partner Job Description
  • Partner Self-Evaluation Form
  • Partner Peer Evaluation Form

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

Reading Sample
Clear

LINK TO DOWNLOAD THE PDF WILL APPEAR IN YOUR CONFIRMATION EMAIL