Build a Practice
So you’ve decided to build instead of buy a practice. What next? The best accountants have spent years honing their field of expertise, not necessarily on marketing or business development skills. We’ve taken the mystery and headache out of firm growth by offering straightforward, implementable strategies – some you can put in place starting tomorrow, others you plan for long-term with our expert guidance.
We find clients need either light marketing and business development guidance or they require a deeper consultative approach—especially true for larger, multi-partner firms. In response, we’ve developed three tracks to support building your firm. Depending on your time commitment, level of expertise, and growth goals, we mix and match from these tracks to tailor a curriculum and step-by-step process that is your unique growth plan.