We work with firm partners in several ways based on their specific wants and needs. Generally speaking, we work with CPA firms in four ways.
1. Profitable growth through client engagement. We license the Complete Advisory Solution (CAS) or specific suites to meet your firm’s needs. This is a turn-key opportunity to engage your clients and prospects at the highest strategic level, differentiating your firm from the competition. Seen as proactive, you’ll earn the status of most trusted advisor because you really will understand your clients and their business. Learn more about CAS.
2. Practice Development Facilitation. Using the FC3 model, we’ll help your firm focus on what matters most to build a high-performance, sustainable practice. We’ll help you create strategic, growth, profit, culture and risk plans as part of the success process with the support and coaching of an independent facilitator and coach. Learn more about how we can help with practice development.
3. Personal Growth Facilitation. Using the FC3 model, we’ll help your firm’s employees and partners improve and develop skills and knowledge that will enable them to achieve personal and firm goals. Learn more about how we can help with personal growth and development.
4. Outsourced Strategic Partner. We’ll partner with your firm to provide strategic growth and development services to your clients. If you want to help your clients create more personal and business success, but don’t currently have the capacity to work with clients beyond traditional services, we’ll act as your strategic partner helping you to be a proactive advisor in your clients’ eyes. Your firm will achieve increased revenue from the opportunities to provide services you never knew the client needed and wanted! This is a win-win opportunity for you and your clients. Learn more about how we can partner with you to deliver strategic and growth sessions to your clients.
The FC3 Model
The foundation for everything we do is the FC3 model – Facilitation, Coaching, Consulting and Core Services. The essence of creating value for clients is understanding their wants and needs so we can proactively guide them and help them achieve personal and business success. To understand their wants and needs we must first listen, and facilitation offer the highest degree of engagement and active listening for the following reasons:
• You engage with the client at the highest strategic level, the most important level for clients to achieve success
• You engage with the client’s ‘wants’ and ‘emotions’ which are powerful drivers for them beyond need-based and logical problem solving
• You are perceived as ‘interested’ because advisors who ask questions and listen, are seen as ‘interesting’ and ‘understanding’