Strategic Development, LLC

10 Minute Survey - Free eBook

Firm leaders: Complete our brief survey on "The Recession: How to Protect Your Client Base and Future", and we'll send you a complimentary PDF copy of the book "7 Simple Steps to Fee Growth."

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Re-Energize your Firm and Partners!

When was the last time you had a high-quality conversation about what you want for your firm? Contact us today for a complimentary Practice Energizer, a discovery session to explore all areas of your firm's success. Get clear, take control, get results.

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Choose to survive and thrive!

Strategies in these difficult times involve much more than just survival. People expect change and in recessionary times security is a prime driver for people. Therefore, for firms who are positioned and embrace change, recessionary times can represent the times of best opportunity.

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Practice Growth/Marketing

Achieving profitable, sustainable revenue growth in today's professional services market is a challenge. Building strategic and consistent marketing and business development approaches is no longer a luxury, but a necessity.

Client Retention

Retaining clients is more about "what have you done for me lately?" Meeting all your client's wants and needs are necessary to keep the business. The more services you provide, the less likely they are to leave you.

New Client Attraction

Prospects are looking long and hard before selecting a CPA. Progressive firms who are different and not just better at delivering traditional services will attract new business.

Succession and Partner Unity

Firms with partner unity are capable of tapping the collective wisdom and serving clients with the full capacity and capabilities of the firm. This type of environment will attract and keep the best talent ensuring successful partner transitions.

Client Engagement

The Future of Professional ServicesDeveloping and sustaining deep, long-term relationships creates a win-win for clients and CPAs. Clients want their CPA to guide their personal and business success, which requires CPAs to be proactive and really get to know their clients' and their business'. We help CPAs bridge the expectations/value gap and become the "Most Trusted Business Advisor"

Practice Development

Keeping up with change and complexityLeading any size accounting firm has become much more complex requiring partners to be more strategic in how the firm is run. Managing around traditional services delivery and billable hour goals presents challenges in living up to the external reality of today's accounting practice. A more formal, intentional management process to understand both internal and external needs and wants is critical for success.

Professional Development

Buidling critical skillsThe technical skills required to deliver traditional services are different from the skills required to survive and thrive today and in the future. Professional development plans are necessary for CPAs at all levels to build the capabilities for high-quality, client-engagement - facilitation, coaching, business acumen, strategic thinking, marketing, business development, listening, collaboration - and to support the firm's external and internal growth and development.