Planning Your Retreat
I facilitate a lot of partner strategic planning retreats. Yes, it is often like herding cats. I find that some firms are disciplined about their retreats. …
A Productive Strategic Planning Retreat for 2021
In 2020, you may, or may not, have had a strategic planning retreat. I have observed that retreats during 2020 were not as efficient and productive as retreats …
Fast Beats Slow
I have been involved and facilitated CPA firm partner strategic planning retreats for several decades. These important meetings are critical to the future …
Sole Proprietors and Retreats
You are a sole-proprietor with a successful accounting practice. Should you have a planning retreat? Absolutely! Just because you don’t have a multi-partner …
Big Dreams
If you are working in your accounting firm you probably have some sort of big dream. It might be several dreams that lead to the big dream. The partner group …
There Is More To Planning Than Planning
In the accounting profession, partners in public firms spend a lot of time deciding when and where to have their annual planning retreat. Then they begin to …
Using A Management Consultant
Old School: The traditional way a CPA firm finds and uses a management consultant is to ask around and find out the names of consultants that other firms are …
Strategic Planning – Why it Lives or Dies on Implementation
Most CPA’s are pretty effective and accomplished in the strategic planning process. We invest the time and money in a retreat, we focus on the future, get …
Better Late Than Never – Your 2016 Partner Retreat
If you haven’t had a partner planning retreat this year, you are not alone. Many firms procrastinate when it comes to planning this annual session. Often …
CPA Firm Partner Laments
Inside many multi-partner CPA firms, there are usually some troubling issues. I have heard about these issues first-hand, as I network with partners from …