Webinar series: Seven keys to successful CPA firm management

Bay Street Group LLC and Capstone Marketing, two leading marketing and market research firms to the CPA profession, have joined forces to conduct a ground-breaking and comprehensive investigation into the critical success factors for today's accounting firm. The Seven Keys to Successful CPA Firm Management is based on research conducted over the past year including thousands of survey responses and interviews with leading authorities.

The Seven Keys are:

  1. Leadership,
  2. Technology,
  3. Marketing & Business Development,
  4. Client Satisfaction,
  5. A Great Place to Work,
  6. Learning Organization, and
  7. Strategy Execution.

"Our research identifies the best practices and common characteristics that separate the competitively successful firms from the not-so-successful," explains Jean Caragher, Capstone Marketing. "We're calling them 'The Leaders vs. The Laggards.'"

"Leaders enjoy above-par, even world-class, performance in the generally accepted metrics of practice management," continues Rick Telberg, Bay Street Group LLC, "including revenue growth, profit margins, technical excellence, client satisfaction, staff morale and tenure, and professional reputation and brand value. Leaders clearly do things differently. And they clearly get superior results. "

"Leaders," for instance, are 19 times more likely to show superior revenue growth than "Laggards."

Details of the research will be unveiled in a series of monthly webinars starting Tuesday, July 14, 2009, at 1 p.m. Eastern, with "Leadership: New Rules for the New Normal."

In "Leadership: New Rules for the New Normal," Caragher and Telberg will reveal:

  • Essential Qualities for Accounting Firm Leaders in Today's Economy
  • How to Be a Leader if "Leader" Isn't in Your Job Title
  • Key Skills Every Accounting Firm Employee Needs to Know
  • Bridging the Generation Gap in Today's Workplace
  • Why Teams Don't Work, and How to Fix Them
  • What's Wrong with Every Firm's Compensation System

Registration for the one-hour webinar on Leadership, July 14, is now open. Price: $79; or $449 for the entire seven-part series, a 20% discount.

For further information contact Jean Caragher, Capstone Marketing, 757.673.6826, or Rick Telberg, Bay Street Group LLC, 914.674.4531.

You may like these other stories...

An increase in hiring of accounting and finance professionals can be expected in the next 12 months, according to a recently released jobs outlook from staffing firm Brilliant.Brilliant, in conjunction with Richard Curtin,...
2013 marked the third consecutive year CPA firms in the United States saw a spike in annual revenues, according to the latest national practice management benchmarking survey by The Rosenberg Associates Ltd. and The Growth...
Starting salaries for US accounting and finance professionals continue to trend upward.For the industry as a whole, starting salaries for accounting and finance positions in the United States are expected to increase by 3.5...

Already a member? log in here.

Upcoming CPE Webinars

Oct 21Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience’s communication style.
Oct 22This webinar will include discussions of important issues in AU-C 800, Audits of Financial Statements Prepared in Accordance with Special Purpose Frameworks.
Oct 23Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.
Oct 30Many Excel users have a love-hate relationship with workbook links.