Contact us today to learn more about how we can help your firm achieve its strategic vision.
Access our proven, practical content and tools in a program that is custom designed for your firm culture. Customized solutions combine in-person training, web-based and video-conference sessions as well as dynamic interactive activities that encourage real-time application of concepts interwoven with your specific firm brand attributes. The result is a uniquely designed learning system built just for you.
Our training solutions for firms are designed for firm leaders, HR professionals, marketing/sales leaders or CPE administrators who are looking for a comprehensive training approach for everyone in the firm. Training solutions for firms focus on the skills and behaviors of client service and business development that directly affect the firm’s top-line growth.
These programs, when implemented across the firm, create a common language and processes which ultimately transform a firm’s culture as everyone begins to understand his/her expected contribution.
Best Suited For: Firms looking for comprehensive training on how to grow the top line
The WGA is a series of recorded courses divided into levels of content applicable at various stages in a CPA professional’s career: young professionals learning about how they can contribute to the firm’s top-line growth; mid-level professionals who are learning the fundamentals of prospecting; experienced partners looking to enhance their rainmaking skills and firm leaders who are championing the growth effort in their firms.
The WGA also includes supplemental material for administrators with implementation guidelines as well as a discussion guide for in-house facilitated discussions of each course. CPE credit is available subject to your state society’s rules.
Best Suited For: CPA Professionals with 1-4 years of experience
The WDA I is a series of recorded courses that focus primarily on the non-technical behaviors of client service. This unique way of defining client service also gives participants a foundation for becoming a trusted business advisor to their clients in the future.
In addition, the WDA I introduces young professionals to business development activities that are appropriate for where they are in their careers with content designed to be used immediately as professionals go about serving clients and interacting in their communities.
Best Suited For: CPA Professionals with 4-7 years of experience
This series of recorded courses builds on material from WDA I, evolving skills and concepts in alignment with a professional’s progress in his/her career.
Participants begin to learn the behaviors that lead to becoming a trusted advisor as well as more advanced business development skills such as deepening relationships with referral sources, lead generation techniques and how to work the decision cycle.