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Assessments and Practice Growth Plan Development
Determining what direction a firmshould take with practice growth often begins with an assessment of the firmin growing the revenue stream. The objectives are to develop an understanding of the history of past investments and determine what areas need attention to efficiently develop the firm. It identifies potential areas of opportunity, obstacles to growth, and natural resources the firmcan leverage. It gives you a preview of themost likely areas of potential. It culminates in the development of a comprehensive Practice Growth Plan; a roadmap highlighting specific implementation recommendations tailored for the uniqueness of your firm’s culture.
Workshops
Workshops are designed to transfer knowledge and skills in an environment of optimal learning complete with lectures, exercises and case studies. The objectives are to give attendees a comprehensive experience in the subjectmatter and enable them to practice new concepts and skills for growing the revenue of the firm. Speaking and Strategic Planning Facilitation Gale Crosley speaks regularly to groups of CPAs for associations, the AICPA, state societies, and for firmretreats. She also facilitates firmstrategic planning sessions. There are over a dozen topics in her repertoire.
Large Opportunity Coaching
When a firmhas a single large opportunity, this offering enables the teamto achieve the highest odds for success. It includes a just-in-time workshop to transfer large opportunity skills, as well as ongoing support over the course of the opportunity.
Business Development Coaching
Coaching for individual CPAs or small groups is designed to assess current levels of expertise, structure an approach, and enhance opportunity development and closure skills. This is accomplished through a series of sessions and assignments designed to interweave concepts and practices in a livemarketplace environment.
Successfully Hiring and Integrating a Business Developer
Integrating a business developer into the firmis a significant challenge formost CPA firms. This consulting service offering gives you the highest odds for success bymatching the right skill set, assessing final candidates, and crafting the appropriate job description, compensation plan and achievementmilestones.
Building a Niche
Starting with a Niche Assessment and PlanningWorkshop, this offering features ongoingmeetings with niche teams to assess the niche strategy, recommending approaches to attacking the niche, and coaching the niche teamthrough activities to either get the niche off the ground, or increase the growth in the niche.
Ongoing Support
Our ongoing support option assists firms in implementing practice growth initiatives. This includes getting initiatives off the ground, establishing effective practice growth processes, working with assigned leaders to identify roadblocks and solutions, designing practice growth position descriptions, interviewing candidates, recalibrating strategy with firmleaders, and a host of other support activities.
Print Summary of Services
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| We start with an exploratory discussion of your revenue growth objectives and determine whether we can help you achieve them.
We discuss the optimal working relationship, which could include a growth assessment of the firm; review or development of a growth plan; or knowledge
transfer using various techniques such as advice and counsel, presentations, coaching, workshops, or strategy sessions.
More About Consulting Engagements
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Crosley is often a keynote and breakout session speaker and facilitator discussing various facets of growth.
Current topical favorites focus on managing the firm's growth, successfully launching a niche, landing large opportunities,
engaging the entire firm in revenue growth activities, and effectively cultivating new leads. Speaking engagements have
included the AICPA, accounting associations, state societies, and CPA firms, in various venues such as conferences, strategic planning
sessions, CPE offerings and other events.
More About Speaking And Retreat Engagements
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Often a CPA firm may have the opportunity to grow, but not all the partners have the same vision of growth. Manifestations
include inconsistent commitment; fragmented initiatives; difficulty in sustaining collaboration; dependence on a few rainmaker partners;
a thin pipeline of leads; and finally, inefficient deployment of resources, producing disappointing results.
An outside strategic planning facilitator is valuable for business problems such as these, which includes strategic planning,
issue resolution, process development and improving a condition within the firm. A facilitated session is a highly structured meeting
where the facilitator guides the participants through a series of pre-defined steps to arrive at a result that is created, understood and
accepted by all participants. The role of the facilitator is to focus a group to gain clarity with objectives, issues, alternatives, consensus
building, and buy-in. The facilitator/leader brings the benefit of observing best practices from inside and outside the profession, introduces creative ideas,
and perceives issues and opportunities in a different way from a group who works together day in and day out. They can expand the thinking of the group. If you
are contemplating a facilitator to help you with your firm's strategic direction, Crosley's expertise in the area of growth might be a perfect fit.
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Workshops are used by individual clients as well as accounting associations and state societies. CPA firms discover
that the workshop catalyzes the firm around the revenue growth initiative. Firms, accounting associations, and state societies use workshops
designed around a specific in-depth topic, such as Landing Big Fish, Successfully Launching a New Niche, or for specific audiences such as
partner groups or women CPAs.
More About Workshops
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| Coaching is offered in either individual or group formats. Each coaching series is tailored for the audience
and objectives. Typical coaching objectives would be to help win a major opportunity, get a niche going, increase lead generation,
increase business development skills, or manage the growth of the firm. Often coaching will be used to solidify application of concepts
learned in a workshop.
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Crosley+Company is registered with the National Association of State Boards
of Accountancy (NASBA), as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. State boards of accountancy have final authority on
the acceptance of individual courses for CPE credit. Complaints regarding registered
sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth
Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org |
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"Rainmaking is a team sport. With the right playbook, and players in the right positions, the firm transforms into a revenue growth environment, and the whole becomes greater than the sum of the parts. Partners close more large opportunities, junior people heighten the firm's visibility, natural rainmakers generate more leads, niche sponsors firmly establish their offerings, gifted speakers get on the speaker circuit, and the revenue growth flywheel gains momentum."
Gale Crosley, CPA | |  | | |  |
| | Credentials | | |
An accounting graduate from the University of Akron, Ohio, Gale is a licensed CPA in Ohio and Georgia, a member of the AICPA , and Ohio and Georgia Societies of CPAs.
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Video: Gale Crosley discusses Growing the Practice