Have you ever wondered why some partners are master rainmakers, exceeding their "book of business" goals and bringing in prize accounts year after year, while other partners struggle to make their numbers every time? No matter what kind of retreats, training, CPE, and conferences you send them to, the result is the same.

As the managing partner of your firm, getting results from all of the partners is one of the toughest goals to accelerating firm growth. The problem is we're in an economic period where any weak links in your firm are now weaker, and you can't afford to have any slippage. On top of that, a 2010 CCH Accounting Firm Client Survey states that 36% of CPA firm clients are unhappy and shopping for a new CPA.

What are you doing to address these revenue leaks, capture new accounts, and keep your current clients satisfied?

If you're looking for some refreshingly new answers in the area of CPA firm business development, then you're in the right place.

We believe CPA firms are leaving about 60-80% of their potential revenues on the table. A brief introduction to our solution is outlined below.

Why:

Accounting firms are not traditionally designed to fully maximize client relations. In today's world, this results in significant losses to the firm in client turnover, reduced revenue-per-client averages, and underdeveloped revenue streams, many of which are low-train, low-risk sources of revenues. For all of these reasons, accounting firm business growth is slower than what's fully possible.

Who:

This service is designed for managing partners and solo practitioners that are interested in growing their businesses but have not achieved the revenue growth they desire. A firm might have tried using a Marketing Director or Rainmaker Partner in the past but has been unable to get the desired results. We're also very interested in working with cutting-edge accounting firms: those that want every competitive advantage.

Results:

The comprehensive solution that we offer accomplishes seven possible objectives:

• Improved client retention
• Increased revenue per client
• New client acquisition at the lowest cost possible
• New revenue streams in the hottest area of business management consulting
• Increased leverage of young and female talent in the firm
• Better communication and transparency across all employees in the firm
• Better communication and service delivery with clients

Process:

The solution is always customized to the individual firm. It generally includes three steps:

1. Assessment, location, and identification of all revenue leaks. Analysis and prioritization.
2. Solution set development, which could include recommendations in the following areas:
   • Partner onboarding and training
   • Development of systems to support goals
   • Employee training, live and self-study
   • Consulting recommendations across departments
   • Integration success plan



3. Implementation. Heavy buy-in and implementation help for maximum success

Why Us:

• We bring fresh ideas from outside the profession, modify them for the special needs of the accounting firm, and create an extraordinary implementation process that sticks.
• Our training and solutions solve common problems at an entirely different level than what's currently available to the profession due to Sandi's neuroscience background.

Getting Started:

To find out more, give us a call to set up a free, no-obligation session at 408-971-1104 or email us at support@sandismith.com