Strategic Marketing Consulting

Planning The Way Ahead

"It's not the strongest of species that survive, nor the most intelligent, but the ones who are the most responsive to change." - Charles Darwin.

What markets ARE you in? What markets SHOULD you be in? What is the difference? What are your objectives?

These are the first few questions to consider when reviewing your marketing strategy.

Next, it's a case of assessing your strengths, weaknesses opportunities and threats (a SWOT analysis) to get 'the big picture'.

By then reviewing the resources available to the practice, areas where expertise over and above that of the competition exist - or can be created - and a view of the marketplace for these services, one starts to get a more comprehensive picture of where the firm stands on a number of issues in the marketplace.

In case you are wondering, yes, we work all over the world with clients on these (and other) issues. We have worked with firms on the west coast and the east cost of Canada and the USA and many places (in between) and also firms in the UK and Australia.

For assignments of 3 days or more, it might not be as expensive as you might at first think.

Our strategic consulting work is based on over two decades involvement in the public accounting profession. The type of issues we help public accounting firms address include:

We understand the frustrations, issues, concerns and fears that many partners and sole practitioners collect over the years. We have also seen many successful transformations of small to medium sized accounting firms after our initial consulting assignment is over.

For many firms, we continue to consult with them long after our initial work, to help them ensure that they arrive at their goals, review and amend their plans in reaction to, or anticipation of, changes in the marketplace, and keep them on track.

By closely examining the marketplace for your services, group by group (or practice area by practice area) and evaluating how your firm stands up among its competitors, you gain a strategic insight into where future marketing funds - and time - might be best invested.

Understanding your strengths, acknowledging your weaknesses (and doing something about them), turning opportunities into fee-generating activities and guarding against potential threats will deliver a more successful, more profitable and more enjoyable professional life for all associated with the firm.

To see what clients say about our strategic planning work, visit our testimonials page.

Call us today at 905-842-2284 for a confidential, free, initial discussion on the way forward for your firm.