Posts Tagged ‘CPA-Firm-Retreats’
Partner Retreats Can Boost Your Stats
A well-planned retreat can have real impact on your firm’s performance. A $2.4M client of ours who holds annual management retreats (sole practitioner, COO and key managers) wrote with this news when reflecting on their year over year improvements: “You would love our stats. In comparison to the prior fiscal year: We shrunk our client…
Read MorePlanning Your Partner Retreat: Essential Decision-Making Questions
Have you thought about your next partner retreat recently? For some accounting firms, they’re enjoyable and useful, for others they’re more like an extra-long, extra-painful partner meeting. That “long-and-painful” type often shows up when the following factors haven’t been considered or well-implemented before the event. 3 Successful Retreat Factors Planned discussion topics are relevant and…
Read MoreEffective Partner Retreats-Guide for the MP
Firms should always observe best practices for leading a retreat, regardless if it is led by the Managing Partner or an outside facilitator. Retreats are for brainstorming and addressing big and/or sensitive issues. A retreat is not a partner meeting, which is more operational and routine in nature. Whether the facilitator is the MP or…
Read More#1 Way to Build a Strong Culture in Your Firm
I was recently asked: What ONE change do you recommend that firms undertake to make their firm culture more engaging and attractive to the next generation leader? My suggestion: Get everyone on the same page. Align the firm with partners AND staff who have similar values. Related to this, align the firm’s CLIENTS that allow…
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