Assessments and Practice Growth Plan Development Determining what direction a firm should take with practice growth often begins with an assessment. The objectives are to understand past investments and determine what areas need further attention. The assessment process identifies potential areas of opportunity, obstacles to growth, and natural resources the firm can leverage. It gives you a preview of the most 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 subject matter and enable them to practice new concepts and skills for growing the firm’s revenue.
Speaking and Strategic Planning Facilitation
Gale Crosley speaks regularly to groups of CPAs for associations, the AICPA, state societies, and for firm retreats. She also facilitates firm strategic planning sessions. There are over a dozen growth related topics in her repertoire.
Large Opportunity Coaching
When a firm has a single large opportunity, this offering enables the team to achieve the highest odds for success. It can include a just-in-time workshop to transfer large opportunity skills, and/or ongoing coaching throughout opportunity pursuit.
Building a Niche
Often starting with a GROWING SEGMENTS Workshop, this offering features ongoing sessions with niche teams to assess the niche strategy, recommend approaches to attacking the market, and coach the team through activities to either get the niche off the ground, or increase growth.
Business Development Coaching
Coaching for individual CPAs or small groups is designed to assess current levels of expertise, structure a curriculum, 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 live marketplace environment.
Successfully Hiring and Integrating a Business Developer
Integrating a business developer into the firm is a significant challenge for most CPAs. This consulting offering gives you the highest odds for success by matching the right skill set, assessing final candidates, and crafting the appropriate job description, compensation plan and achievement milestones.
Ongoing Support
Our ongoing support option assists firms in implementing practice growth initiatives. This is a comprehensive approach to 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 firm leaders, and a host of other support activities.
Print Summary of Services
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 an assessment; 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
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
Often a CPA firm may have the opportunity to grow, but not all the partners have the same vision. 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, expanding 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.
Workshops are used by individual clients as well as accounting associations and state societies. Clients discover that the workshop rallies the audience around the revenue growth initiative. Workshops are designed with a specific in-depth topic in mind, such as landing big fish, successfully launching a new niche, or developing business development skills.
More About Workshops
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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Overview of Crosley+Company
Video: Gale Crosley discusses Growing the Practice