Vol. 3 No. 5, May 2011
The Leadership Forum is a panel of the most prominent thought leaders in the profession. Each month we ask them to respond to a question dealing with CPA firm management and leadership.
This month's question is: What are the emerging client services that are being added to the accounting firm toolbox?
Consultants and Other Prominent Observers
| August Aquila | Aquila Global Advisor Group, LLC | www.aquilaadvisors.com [email protected] |
| While business valuations and forensic and fraud accounting seem to continue to be growth areas... More | ||
| L. Gary Boomer | Boomer Consulting, Inc. | www.boomer.com [email protected] |
| Repackaging, naming, pricing and delivery of accounting and advisory services via the Internet using fixed price agreements and change orders ... More | ||
| Angie Grissom | The Rainmaker Consulting Group | www.therainmakeracademy.com [email protected] |
| Strategic planning, business coaching, outsourced CFO and controller services, cost-savings consulting are a few of these ... More | ||
| Bob Lewis | Visionary Marketing | www.thinkvisionary.com [email protected] |
| Exit and succession planning for their clients ... More | ||
| Bryan Shelton | The Rainmaker Consulting Group | www.therainmakeracademy.com [email protected] |
| The firms we are working with are developing services that accomplish two goals for the firm: 1) The service will provide benefits that much outweigh the costs ... More | ||
| Joel Sinkin | Accounting Transition Advisors | www.transitionadvisors.com [email protected] |
| ...we have seen an increase wherein firms have also been looking at elder care, IT consulting and becoming an outsourced CFO ... More | ||
| Douglas H. Thompson | CPA Choice | www.cpamerica.org [email protected] |
| Retreat facilitation, succession planning, coaching and mentoring for clients. | ||
| Jennifer Wilson | ConvergenceCoaching LLC | www.convergencecoaching.com [email protected] |
| ... Other new services include increased emphasis on IT audit/SAS 70, family office consulting, succession planning for clients and international work in emerging markets ... ... More | ||
Firm Leaders
| Ed Fahey | RINA Accountancy Corporation | |
| Not really emerging but still valuable - various tax credit programs and enhancing our estate planning services in light of the $5 million exemption and GST opportunities. | ||
| Bob Knight | Lane Gorman Trubitt, PLLC | |
| While not new, succession planning for business owners is growning more relevant with the aging Boomer population. | ||