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Practice Management 'Carpe
per diem - seize the cheque'
Practice Management Consulting "It's a fact. Most public accounting firms are sitting on a gold mine but have not yet seized the opportunity to benefit from their position. Instead, they go to a jewelry store." - Steve McIntyre-Smith, from 'Towards Awesome Client Service', Module Three
Fortunately there is a small number of professionals who followed in his footsteps, and our Steve McIntyre-Smith would certainly be proud to be considered one of them. While we are not (and never intend to be) "Maister-Clones", a lot can be learned from his research and teachings. Combine this with the fact that we do not work with any other type of professional service firm other than public accounting practices, and you begin to see why we are so regularly called upon by leading CA and CPA firms for practice management help, advice and counseling. Computerization of working paper systems, partner profit sharing, withdrawal and admittance of partners, succession planning and a whole host of other areas often benefit from having an independent third party to lead the project. We sometimes work with other highly regarded practice management consultants ourselves, with whom we have a strategic alliance, as part of a project team, where a variety of skills and perspectives are required. Too often the practice leadership is too close to the subject matter to have a truly impartial view of where the firm should direct its energies; how partners should best be compensated, what structure, gearing or leverage would be right in terms of staff-to-partner ratios - given the typical client assignment handled by the practice, and many other issues of critical strategic value to the future of the practice. That's where we can help. By being totally impartial, and having been in your shoes, we can have meaningful, constructive dialogue from day one - with virtually little or no learning curve to negotiate. The type of assignment we work on is wide and varied, depending on the nature of the client firm, however, popular topics include:
In short, all the usual suspects when considering the key performance indicators for future growth and profitability. We look to become an integral part of your overall strategic thinking and valuable resource to consult with whenever required. But don't take our word for it, here's what a couple of clients have to say about our practice management consulting... We totally reorganized the way were were doing some things... anticipated profitability many multiples of the fees involved and I would happily recommend Steve to other CAs and CPAs around the world.
Since then we have bought-in to 'Towards Awesome Client Service', brought Steve in to do some interviewing and assessments with our staff, help with implementing TACS and recently engaged him for a week long consulting project. We have always found Steve to be easy to deal with and highly knowledgeable of the accounting profession - he's obviously been in my shoes and understands the problems we face as public accounting firms. During our consulting project with Steve, we gained a host of new ideas, totally reorganized the way were were doing some things, and fine-tuned others. The bottom line is anticipated profitability many multiples of the fees involved and I would happily recommend Steve to other CAs and CPAs around the world." - Joseph Truscott, CA, Hamilton, Ontario, CANADA.
Please feel free to click on the image and visit his newly redesigned site to get a feeling of what we could do for you.
"Steve McIntyre-Smith has an obvious deep-rooted understanding of the problems facing practitioners today, an understanding that can only come from having been there himself.
I first discovered Steve through his web site and was very intrigued by his manual, "LOW COST HIGH IMPACT WAYS TO WIN NEW CLIENTS." I bought it 2 days after I first saw it - I knew I had to have it. At that time, I knew I was in a rut - doing the same thing year-in and year-out. I knew I wanted to change how I operated my practice, but I wasn't sure how to go about actually doing it. After having read through the manual I called Steve on the phone to see of he was actually "for real". He was. After speaking with him I decided to fly to Toronto to spend 4 days with him to work on my business' marketing plan. Since
then, I have been working with Steve to recreate my practice,
and two years after our first consulting project, I flew
him out to Calgary for a few days to help me complete the
development of a totally new service, which I'm very excited
about. When I first met Steve I knew that I was interested in developing a certain kind of marketing tool. I knew I wanted to put my intellect and knowledge on paper……well 2 years later and I finally got it done. Without Steve I am convinced it would never have happened. Steve has served as a great resource with whom I can brainstorm with and he has been more than willing to help with the implementation along the way. Steve has supplied me with a great array of practical, working tools that I have added to my marketing toolbox, which were provided to me ON TIME as he promised and at a GREAT PRICE, and he has been an invaluable practice coach and strategic planning resource. I have used the following services of MFA, and recommend them all:
I recommend MarketingForAccountants whole-heartedly to all CAs and CPAs around the world." - Steven M. Walker, CA, BusinessWorks Chartered Accountants (an association), Calgary, Alberta, CANADA.
Again, please feel free to click on the image to visit Steve Walker's new web site to get a feel for the quality of our work. We invest time up front with our clients in order to truly understand each firm's strengths and weaknesses, the individual characteristics of the partners involved and the history and future ambitions of your practice. Only then do we feel qualified (and competent) to offer our opinion, counsel and advice, in a way that will truly add long term value. Recommended Reading: For those who have the time and energy, there is a wealth of information available, some good, some not so good. We are therefore pleased to offer some suggested books that we know are excellent... because we've read each and every one of them. Good
To Great - Jim Collins and, of course, we'd recommend our own books too (all available from this site): Towards
Awesome Client Service - Steve McIntyre-Smith To initiate an initial confidential consultation in person... Call us today at 905-257-2284 ©2002 Stephen J. McIntyre-Smith, Marketing For Accountants.com. All rights reserved. |
"I
first met Steve McIntyre-Smith when he designed and built
the first web site for my practice, in 2002. 
I
have used Steve McIntyre-Smith at MFA as my marketing consultant
and coach for over three years now, and during this time,
together, we have worked towards re-engineering the look
of my business.