Enormous changes are taking place in the CPA profession. What should firms be doing to address these changes? What is your firm's vision and how can you achieve it? Strategic planning addresses these questions. Our work with firms has shown a strong link between strategic planning and high profitability.

Here is how we work:

1. Review financial and production statistics.
2. Interview all partners and some staff.
3. Spend a day with the partner group brainstorming the firm's vision and overall strategies.
4. Summarize the results with a written report, which the partners study in preparation for the second day.
5. Convene a second meeting 2-4 weeks after the brainstorming session, to formulate specific, written goals and action steps to achieve the firm's vision.
6. Provide a written report to conclude the project.