Morden S. Shapiro & Associates Inc.

* Firm or one-on-one Coaching
Having Mort as a Practice Management resource
 

THE NEED

Many small and medium sized accounting firms lack sufficient depth and breadth of experience in the area of practice management and in certain partner skills areas. If you suffer from such shortfalls, then you may experience the following consequences:

Þ  You may fail to identify certain developing needs or issues on a timely basis.

Þ  You may not have the experience or skill to deal with issues on a timely basis and in an efficient and effective manner, even when the issues have been identified.

Þ  You may be seduced into dealing with symptoms rather than causes because you don’t have the practice management experience necessary to identify the underlying issues.

Þ  You may be trapped in your own history and thus lack the objectivity to recognize the need to make certain changes.

THE VALUE

Having Mort Shapiro serve as your coach (either on an individual or firm basis) gives you access to Mort’s extensive experience as well as to his skills set. As your coach, Mort will address your practice management needs with you and give you guidance. As a result of Mort’s involvement, your productivity and profitability should improve.

HOW IT WORKS

You engage Mort to have a regular, ongoing relationship with you or your firm. The frequency and nature of the contact can be designed to accommodate individual circumstances. The following are some common coaching involvements:

¨   Mort regularly attends partner meetings.
 

¨   Mort provides hands on guidance in specific client situations. This can include engagement design, engagement management and billing strategies.
 

¨   Mort has direct contact with staff, providing guidance and skills development where necessary.
 

¨   Mort is available for day-to-day consultations on specific issues as they arise.
 

¨   Mort participates in staff interviews.
 

¨   Mort assists with your assessments of client needs.
 

¨   Mort assists in monthly reviews of management data for the firm.
 

¨   Mort assists with analysis and design of client servicing practice.
 

¨   Mort serves as a resource in all of the functional areas of practice: financial; technology; marketing and human resources.
 

Additional areas of involvement may arise as Mort learns more about the individual and the firm.

MAKING IT HAPPEN

Call Mort 905-513-3736

E-mail Mort mshapiro@shapiro-inc.ca

To review your needs.

All enquiries are strictly confidential.