The Professional Services industry is experiencing massive change. Is your firm surviving - or thriving?
Are your partners intentionally driving growth? Are they consistently identifying leads that turn into wins?
Does your firm have a comprehensive business development plan? Does everyone follow it?
Are there specific growth areas where your teams are falling short? Cross-selling, targeting, pricing, relationship-building, even confidence?
Let us partner with you to drive long-term sales, maximize profitability and boost the trajectory of your firm.
For many CPA firms, the top 5% of partners drive 80% of the growth.
These high-performers don’t just bring in revenue – they’ve built trust with clients over decades. They connect insights across service lines. They know how to create growth opportunities, and even make it look easy even though it’s anything but.
But here’s the problem...
The returns are filed. The pressure’s off. But for growth-minded firms, this isn’t the time to slow down — it’s the time to hunt.
And not just for new clients — but for new opportunities to serve, deepen relationships, and give your team reps in business development.
Here’s where to focus...
AI isn’t just the future of business development – it’s the fastest way to get better at it right now, and the smartest teams are already using it to gain an edge.
If you’re in a CPA, consulting, or advisory firm, you’re not selling a product. You’re selling trust, expertise, and relationships. And tools like ChatGPT can help you build all three—faster and with less friction.
For many small and mid-sized CPA, advisory, and consulting firms, the answer is… everyone and no one.
When firms hit a transition point—whether that’s new leadership, M&A, shifting markets, or just the realization that the same old growth playbook isn’t cutting it—it’s time to bring in a Fractional Growth Officer.
Years ago, when I was a business development leader at a large CPA firm, I told a commercial banker that I was trying to build a working relationship with their Corporate Controller.
Six months later, that same banker invited me to a ZZ Top concert (yes, the beards, the cars, the whole thing) just outside D.C.—and guess who was going to be there?
Mergers and acquisitions have dominated the conversation in the accounting and advisory world over the last few years. With the top 20 firms aggressively expanding—both through M&A and organic growth—competition is fiercer than ever.
For mid-market firms, this creates a crossroads: Adapt and grow, or risk being left behind.
Let’s clear up a common misconception that many Accounting & Advisory firms have: the difference between business development and marketing.
Many firms confuse these two functions and the distinction between them is essential to driving growth.
Marketing is your brand, your content, your campaigns — it’s all about building awareness and generating interest.
The busy season isn’t just about grinding through the workload. It’s actually one of the best times to strengthen client relationships and uncover new opportunities.
As you’re already meeting with clients regularly during this time, take a few minutes to really make those conversations count. Ask questions about their business goals and learn where their focus is for the year ahead. Find out...
The accounting industry is evolving fast—talent shortages, emerging technologies in AI, governance shifts and more. Is your firm ready to elevate from average to amazing? Check out my article with Tony Cord, MBA on the 7 strategies you need to future-proof your accounting firm today.
Click the link below to schedule a time to learn how we can help drive real, sustainable growth in your organization.