Customized Presentations and Webinars

Below are examples of Accountants Advisory Group’s program and presentation topics, which can be customized to meet the needs of your firm, group, or association.

Practice Management

  • Driving Practice Value and Profitability.
  • The Future of CPA Firm Consolidation and its Impact on Strategy.
  • Developing and Implementing Strategic Plans.
  • Increasing Profitability through Effective Partner Compensation and Performance Management.
  • Overcoming the “Perfect Storm” by Building a Firm of the Future.
  • Overcoming the “Perfect Storm” Through a Merger Strategy.
  • The Timeless Practice – Leading Your Firm through Change.
  • Survival of the Fittest – Controlling Your Firm’s Destiny.

Marketing & Public Relations

  • Practice Development Training for Partners and Staff.
  • Developing and Implementing a Successful Marketing Program.
  • Target Marketing for Specialized Industries and Services.
  • Partner Marketing Coaching, Including Personal Marketing Plan Development.
  • Applying the Concept of “Bundling” to Your Firm’s Services.
  • Developing a Marketing Culture within Your Firm.
  • Full and Half Day Marketing Retreats.

Human Capital

  • Utilizing Performance Standards and Competency Models to Develop Staff and Partners.
  • Marketing Your Firm for Recruiting Advantages.
  • Creating a High Achievement Culture.
  • “Boot Camp” for Future Partners.
  • Full and Half-Day Human Capital Retreats for Managers and Supervisors.

Please contact Joseph A. Tarasco at 845-265-9046 or e-mail Joe@AccountantsAdvisory.com for more information.