Accountants Advisory Group’s professionals are experienced trainers who are well-known in the accounting industry. Our full range of programs and presentations are customized to address the specialized needs of each CPA firm with whom we engage.

Below is a sample of Accountants Advisory Group’s program and presentation topics. Please visit our Contact Us page if you would like additional information about our programs and presentations or if you have questions about specific areas of interest.

Sample Program & Presentation Topics

Practice Management

• Facilitating Partner Retreats and Annual Meetings
• Increasing Profitability Through Effective Partner Compensation Structures
• The Timeless Practice – Leading Your Firm Through Change
• Survival of the Fittest – Controlling Your Firm’s Destiny
• Planning for Partner Succession – Is a Merger in Your Firm’s Future?
• Full and Half-Day Practice Management Retreats

Marketing & Public Relations

• Marketing & Public Relations Fundamentals
• Developing & Implementing a Successful Marketing Program
• “Jump Starting” Your Firm’s Marketing Program
• Firm Image & Identity
• Target Marketing for Specialized Industries & Services
• Partner Marketing & Public Relations Coaching, including Personal Plan Development
• Developing Effective Marketing Tools
• Marketing is a “Contact Sport”
• Internal Marketing
• Applying the Concept of “Bundling” Your Firm’s Services
• Utilizing Client Satisfaction Surveys to Increase Revenues
• Effective Public Relations Activities
• Developing a Marketing Culture Within Your Firm
• Utilizing Marketing Reports & Databases
• Marketing Strategies That Get Results
• Developing Winning Proposals
• Successful Marketing Through Effective Presentations
• Full and Half Day Marketing Retreats

Human Capital

• Developing & Retaining Accounting Professionals through our Career Development Programs
• Marketing Your Firm for Recruiting Advantages
• Identifying & Retaining Quality Staff
• Teamwork and Motivational Seminars
• Utilizing Performance Standards to Develop Quality Staff
• Creating a High Achievement Culture
• “Boot Camp” for Future Partners
• Full and Half-Day Human Capital Retreats for Managers & Supervisors

Wealth Management & Financial Services

• Implementing A Wealth Management Niche
• The Benefits to You & Your Clients
• Expanding the Role of the “Trusted Advisor” Through Wealth Management Services
• Issues to Consider
• Structuring a Wealth Management Niche in Your Firm
• Licensing & Legal Considerations
• Marketing Wealth Management Services to your Existing Client Base

Please Contact Us to request additional information about any of the topics listed above or to discuss a customized program or presentation about your specific areas of interest.