Posts Tagged ‘strategic planning’
Strategies for Client Satisfaction: Elevate Your Accounting Practice
As a hard-working dedicated practitioner, you know that providing excellent service is essential to retaining your clients and client satisfaction. But believe it or not, you can provide your accounting clients with an experience that makes them not only likely to stick with you but can turn them into raving fans or as I often…
Read MoreDeveloping your firm’s strategy checklist
Reviewing an accounting firm’s strategic structure is a valuable process for the alignment of Partners to the firm’s strategic plan. In fact, it is a valuable process for any business and a perfect entry into more advisory based strategic planning services for your business clients. The following 15-point Strategy Checklist is a practical review to…
Read MoreThe key pillars of strategic success
In the realm of strategic success, the key pillars can vary depending on the industry and context, particularly in the realm of accounting firms. However, here are some common pillars that significantly contribute to achieving strategic success: Vision A clear and compelling vision provides direction and purpose to an organisation. It outlines the long-term goals…
Read MoreThe Need for Successful Succession Planning: Can You Afford to Retire?
When your business constitutes a significant portion of your income and wealth, effective succession planning becomes pivotal for growing and realising your business’s value. Securing the maximum return on your business investment is the ultimate goal of a well-executed succession plan. This article explores the critical connection between determining your current business worth and aligning…
Read MoreStrategic planning for your firm
With the rise of technology in recent decades and a new generation on the precipice of working for and with the accounting field, the landscape of this industry is ever-changing and needs to be assessed constantly to ensure your work is relevant and reaching your targets. Engaging in strategic planning on a regular basis ensures…
Read More10 Questions for Client Strategic Planning Workshops
The purpose of a strategic planning workshop is to set overall goals for your client’s business and to develop a plan and actions to achieve them. It involves stepping back from their day-to-day operations and asking where their business is headed and what its priorities should be. Strategic planning workshops are a great way to…
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