strategy

how to start strategic planning

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businessman writing on a flip chart16 questions to ask.

by marc rosenberg
cpa firm retreats

strategic planning is the process of examining where you are now, where you want to be and most importantly, what you need to do to get there. it’s that simple.

more on retreats: how to identify partner potential in staffers | 13 steps in succession planning | staff best practices … for the firm | 25 ways to turn good firms into great firms | make more money | how to address partner compensation at a retreat | how to decide who decides what | how marketing for cpa firms is different | how to take action after a retreat 

the word “process” is very important. many people view strategic planning as an event, fixed in time, the results of which are bound in an immaculately prepared document and cast in stone. actually, strategic planning is a never-ending process. it goes through phases; it is continually monitored, changed and tweaked as circumstances warrant.
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start with sound firm governance, economics

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hand drawing a rainbow-colored 33 critical components of success.

by domenick j. esposito
8 steps to great

“growth is never by mere chance; it is the result of forces working together.”

– james cash penney
founder, jcpenney

your firm is a business and the vehicle for generating wealth for you and your partners. you need to operate it with strict governance processes, a system of accountability and a firm economic foundation.

more on strategic planning: how to develop tactics for your strategic plan | taking a balanced scorecard to your partners | as tax season ends, strategic planning seasons begins | the big eight: harsh realities for firms today | seizing the $10 trillion opportunity | learning to ‘run with the big dogs’

balance sheets, usually funded by partner capital and a line of credit for seasonal working capital needs, need to be strong to protect your cpa firm from the loss of a senior partner, loss of a marquee client or just an overall poor economy that results in tepid growth for clients and therefore a reduced appetite for professional services.
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chris allegretti makes retention a top priority at hbk

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allegretti
allegretti

also: expanding on the notion of ‘most trusted advisor.’

by 卡塔尔世界杯常规比赛时间 staff

while hiring top talent is a key concern for chris allegretti, chief executive officer of hbk cpas & consultants in canfield, ohio, he’s even more concerned with his firm’s ability to retain its best people.

hbklogomore from the corner office: lou grassi focuses on recruiting, retention at namesake n.y. firm | richard berkowitz drives berkowitz pollack brant to ‘warp speed’ | randy myeroff at cohen & co.: winning the youth movement | rick dreher innovates wipfli for clients, younger workers | how blain heckaman drives value at kaufman rossin | weisermazars mp blake charts u.s. expansion | frank longobardi: cohnreznick’s battle for top talent | the robo-cpa: jim sikich prepares for disruptive technologies |  exclusively for pro members. log in here or 2022世界杯足球排名 today.

“of  course our job is to recruit the best, but we ‘re also finding that we have to constantly ‘re-recruit’ them by investing in their futures and making our firm the place where they’ll want to stay,” he says.
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how to develop tactics for your strategic plan

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overhead view of five people in a meeting‘failure to hold your partners accountable is unacceptable leadership.’

by domenick j. esposito
8 steps to great

once you know where you want to go and when you want to get there, the next step requires you to develop the tactics or steps on how you and your partners are going to get there.

more on strategic planning: taking a balanced scorecard to your partners | as tax season ends, strategic planning seasons begins | the big eight: harsh realities for firms today | seizing the $10 trillion opportunity | learning to ‘run with the big dogs’

let’s take an example. assume, for purposes of illustration, that your strategic plan and your firmwide balanced scorecard indicate that you will elect a new ceo in the next year or two.
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lou grassi focuses on recruiting, retention at namesake n.y. firm

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grassi
grassi

paid internships, outreach to high school among managing partner’s strategies.

grassi & co. logo

by 卡塔尔世界杯常规比赛时间 staff

“the number one challenge for our organization today is finding and maintaining talented professionals,” says louis c. grassi, chief executive officer and managing partner of grassi & co.

more from the corner office: randy myeroff at cohen & co.: winning the youth movement | rick dreher innovates wipfli for clients, younger workers | how blain heckaman drives value at kaufman rossin | weisermazars mp blake charts u.s. expansion | frank longobardi: cohnreznick’s battle for top talent | the robo-cpa: jim sikich prepares for disruptive technologies |  exclusively for pro members. log in here or 2022世界杯足球排名 today.

to make itself more attractive to a younger generation of workers, his new york city-based firm is offering paid internships. grassi says the offer is available to “students interested in the field of accounting as a way to identify and develop young talent in our area.”
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