RECORDING: How To Self--Assess Your Capacity for Growth Initiatives--An Essential Step for Partners and the Firm in Becoming Great

We will review a detailed list of best practices firms implement when looking to assess their capacity for growth initiatives and share some insights of ways for firms to assess their performance vs. the competition. For some firms and partners assessing their capacity to grow the top line is limited to attracting new clients and the firm spends the majority of time brainstorming ad hoc and random activities they believe will bring in new clients. There is so much more to do if you want to consider more ways to grow the top line and how to get all of your professionals involved. Great firms also consider measuring and improving the ROI of the investment, both time and money, in growth efforts.

Presenter, Larry Bildstein is CEO of The Whetstone Group, Inc. Whetstone's mission is to help CPA firms and professional service firms nationwide find growth and hone their competitive edge. Larry provided strategic leadership as the Regional Managing Partner of a $50 million annual revenue unit within McGladrey. He also was a Client Service Coordinator where he provided business advice, growth consulting, and mergers and acquisitions assistance in addition to tax and financial services to a variety of business owners. Additionally, he has been published in AICPA's The Journal of Accountancy; Partner Advantage Advisory; Guide to Marketing: A Supplement to Accounting Today, Accounting Technology, and Practical Accountant; CPA Leadership Report; RSM McGladrey Network's NetWorks Newsletter; the Institute of Management and Administration, Inc. Partner's Report; CCH CPA Practice Management Forum; and on the Association for Accounting Marketing's website.