Growth Tools For A Competitive Edge
HELPING CPA FIRMS ACHIEVE THEIR STRATEGIC VISION
Our Clients Are
They understand complicated tax code, international audit procedures, and financial data that is imperative to their clients’ success.
We know and understand the accounting profession from having worked in it for many years, but we also bring a different kind of thinking to our clients.
Sometimes you need a different way of thinking, or a different approach to maintain relevancy or to take your firm to a new level.
Our passion is working with clients to create a culture of growth – meaning growing not only their practices but their people as well – to achieve their firm vision, whatever that may be.
The market values your expertise.
Challenges can be opportunities.
Solve the issues your clients face.
Include everyone at every level.
Our Clients Appreciate
We offer practical advice and proven methodologies, coupled with a big-picture view of what’s happening in the profession.
If you are a firm looking for guidance on strategy, practice management, growth, understanding client experiences with your firm, professional development or lead generation, you can count on The Whetstone Group to deliver the result you need.
Niche Planning and Development
Client Accounting Services Reimagined
Client Satisfaction Surveys
Defining Client Experience
Client Service Training
Solutions For Firms
Solutions For Individuals
Direct Marketing and Telephone Lead Generation
Lead Nurturing Programs