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...

Steve Jobs. Sergey Brin. Mark Zuckerberg. Each of these individuals, and their companies, are celebrated as changing the face of the technology. They all followed a similar path to success: excelling at one thing and...
Read more articles by Sally Glick here.While reading a recent article titled, "Bondage to Busyness," by Alan Morinis, I was struck by his reminder regarding how stressed and pressured we all are today. Our...
To assist firm leaders in making key decisions for the future, BKR International, one of the top 10 global accounting associations. recently put together a list of the five priorities managing partners must address...

Already a member? log in here.

Upcoming CPE Webinars

Sep 24
In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards. A dashboard condenses large amounts of data into a compact space, yet enables the end user to easily drill down into details when warranted.
Sep 30
This webcast will include discussions of important issues in SSARS No. 19 and the current status of proposed changes by the Accounting and Review Services Committee in these statements.
Oct 21
Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience's communication style.
Oct 23
Amber Setter will show the value of leadership assessments as tools for individual and organizational leadership development initiatives.