The professionals of Accountants Advisory Group are
highly respected in the accounting profession for addressing
timely and thought-provoking industry topics through
published articles and speaking engagements.
Published Articles
If you would like a reprint of any of the following articles,
please Contact
Us.
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“Structuring For Growth” – Joe Tarasco contributed to this article to be published in the Journal of Accountancy; April 2007.
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“Developing
and Implementing Effective Personal Marketing
Plans for Partners and Key Staff Members”
- Article published in
the CPA Practice Management Forum;
July 2006. |
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"Use
Career Development as a Succession Plan”
- Article published in the CPA Practice Management
Forum; June 2006.
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“Looking
Ahead: Revenue Sources through 2010”
- Article published in the Annual Special Report,
“Firm of the Future,” by the publishers
of Accounting Today, Accounting Technology, and
Practical Accountant; June, 2006.
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“Marketing
in Focus” - More firms are turning
over their marketing to in-house pros with specialized
skills and the prerequisite personality. Here’s
how to find your point person. Contributed to this
cover story published in the Practical Accountant,
June 2006. To
view this article, please click on this link.
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“Build
a Better Career Path: Your future depends on how
well you cultivate your staff” Meeting
employees’ need to learn and grow in their
work will help you keep them, perhaps even long
enough to develop them into partners. Article published
in the Journal of Accountancy, Practice Management/Staff
Retention; May 2006.
To view this article, please click on this link.
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“Use
Marketing to Attract Talent” - Article
published in the Practical Accountant, Revenue Enhancers
~ Marketing Magic; April 2006.
To view this article, please click on this link.
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“Setting
and Hitting Growth Goals” - Strategic
planning is becoming much more formalized. Here’s
how firms set goals, monitor progress, and ensure
marks are hit. Contributed to this cover story published
in the Practical Accountant, February 2006.
To view this article, please click on this link.
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“Market
for Quality, Not Quantity”
- Article published in the Practical Accountant,
December 2005. To
view this article, please click on this link.
Please download
plugin to view a secure PDF of this article
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“Achieve
Growth through Financial and Wealth Management Services”
- Article published in the CPA Practice Management
Forum, November 2005.
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plugin to view a secure PDF of this article
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Speaking Engagements
Speaking from real-world experience, our advisors frequently
make presentations about a wide variety of practice management,
marketing and human capital topics, including:
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RedZone Practice Management™ – Best Practices to “Win” More Often |
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FutureTrak™ Institute – Training and Coaching Programs to Develop Your Current Staff into the Future Leaders of Your Firm |
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Strategic Planning and Profitability
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Partner Governance
and Compensation |
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Career Development
and Staff Retention |
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Attracting Talented Professionals |
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Succession Planning |
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Mergers & Acquisitions |
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Marketing, Branding and Bundling
your Firm’s Services |
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Niche Development and Implementation,
including Wealth Management and Financial Services |
In addition to client presentations, our audiences include
the members of state and local chapters of CPA societies,
as well as other professional accounting associations.
All programs and presentations are customized to address
the specific interests and needs of
our audiences.
Visit our Programs
and Presentations section to view
a sample of our presentation topics and Contact
Us if you would like learn more about
how we can customize a presentation for your firm or organization.
Upcoming and recent speaking
engagements and sponsorships include:
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Create or Energize Your CPA Partner-In-Training Program: Protect Your Investment and Guarantee Your Firm’s Future –
Joe Tarasco, “one of the nation’s best-known consultants and speakers on leadership training for CPA firm partners,” participated in this accounting teleconference on
June 21, 2007.
“Listen as representatives from accounting firms with successful partner-in-training programs, and insightful consultants to the profession, help your firm get a partner-in-training program off the ground or reenergize an existing effort. They offered practical guidance on which approaches work well or often fail, so that you’ll be
better-prepared
to …” READ MORE …
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Association for Accounting Marketing (AAM) –
“Lunch With Industry Expert Joe Tarasco” at the AAM Summit 2007: Unchartered Waters, June 6, 2007, Savannah, GA. During this 1½ hour general session presentation to accounting firm marketers, Joe provided a “state of the industry” report and his insight and vision of the future of the accounting profession. In addition, Joe discussed how marketing professionals can play a significant role in assisting the firm attract and retain talented staff. |
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“This session is your navigational beacon to get you through the rough waters that could be ahead.” READ MORE …
The following is an excerpt from a press release published by AAM:
FOR IMMEDIATE RELEASE
Kansas City, MO (June 7, 2007) – The Association for Accounting Marketing (AAM) hosted its 18th annual conference, AAM Summit 2007: Uncharted Waters, June 6 through 8 at the Hyatt Regency Savannah in Savannah, Georgia. The conference brought acclaimed resources to a record attendance of nearly 500 accounting marketing and business development professionals.
Keynote speakers included Joe Tarasco of Accountants Advisory Group … Tarasco talked about the necessity of action in the marketing field. Extraordinary marketers, he says, must be masters of execution who control their own destinies. He discussed how market leaders can take action to sustain success and continually move their companies to the next level. He presented a view of the current profession and illustrated how professional services marketers play a vital role in its successes.
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The New York State
Society of Certified Public Accountants (NYSSCPA)
-Foundation for Accounting Education (FAE)
- Practice Management Conference: “Succession
Planning,” June 27, 2006, New York City.
Please download
plugin to view a secure PDF of the conference brochure |
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The
Connecticut Society of Certified Public Accountants
(CSCPA)
“Structuring & Implementing Wealth Management Services” presentation on September 27, 2006, Easton, CT.
“Management of an Accounting Practice” presentation, November 16, 2006,
Darien, CT. |
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The
New Jersey Society of Certified Public Accountants
(NJSCPA)
Sponsor of the “Annual New Jersey Convention,”
May 4-5, 2006.
Bergen Chapter
– “Management of an Accounting Practice”
presentation including “Current Trends in
the CPA Profession; The Importance of Strategic
Planning and Developing a Vision for the Future
of your Firm; Wealth Management and Financial
Services; and Marketing, Branding and Bundling
your Firm’s Services,”
December 8,
2005.
Passaic Chapter
– Sponsor of the “Year-End Tax Conference,”
November 12, 2005.
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Association
for Accounting Administration New
York Chapter – Practice Management
presentation with a focus on “Career Development
and Innovative Ways to Attract Professional Staff,”
June 15, 2006.
New Jersey
Chapter – “Management of an
Accounting Practice” presentation, with
a focus on “Career Development & Succession
Planning and Utilizing Marketing & Public
Relations to Attract Talented Professionals,”
April 20, 2006.
Washington, D.C.
and Baltimore Chapters – “Management of an Accounting Practice” presentation at their Joint Chapter Fall Conference, October 27, 2006,
Columbia, MD.
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National Associated Certified Public Accounting Firms (NACPAF) - “Recruiting & Retaining Talented Staff” presentation to the members of NACPAF on November 3, 2006, Chicago, IL.
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International
Associations MGI –
Worldwide Association of Independent Accounting
& Consulting Firms
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As a keynote speaker, Joe Tarasco presented MGI’s strategic plan and facilitated group discussions at their European Annual Meeting in Vienna, Austria on
June 14, 2007.
• “Best Practices” presentation and “Practice Development Networking” roundtable facilitation at their North American Conference in Atlanta, GA, June 1-2, 2007.
• “Best Practices” presentation at their North American Annual Meeting in Toronto, Canada, June 2, 2006.
IGAL –
Intercontinental Grouping of Accountants and Lawyers
– “Succession Planning” presentation
at their Semi-Annual Meeting in New York City,
March 11, 2006.
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AICPA
NorthStar Conference-
“Utilizing Marketing Techniques to Attract & Retain Talented Accounting Professionals” presentation at the Accounting Marketing Forum, November 10, 2006, New York City.
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