Practice Management Workshop
[An Intensive Hands-On Workshop]

2 Day
 

This is an intensive hands-on workshop for public accountants. Covering a broad range of topics, Mort shares his experiences as a consultant to accounting practices of all sizes.  

Materials are delivered in a combination of case studies, discussions and formal presentations. Participants have ample opportunities to address their individual practice needs and to reflect on the implications for their own situations.

TOPICS  INCLUDE:

Survival strategies, Evaluating your practice, Building on strengths, Formulating short and long term goals, Developing action plans, Coping with developments in the marketplace, Integrating technology, financial, marketing and human resource plans.


“Addressed issues realistically and identified potential problems”                                                                                                

                  Developing a Comprehensive Strategic plan for an accounting practice  

                  Mining your client base 

                  Defining your products

                  The Value Matrix©

                  Convenient Billing Points©

                  Developing a billing profile

                  Identifying and seizing growth opportunities

                  Distinguishing between positive and negative growth 

                  Improving your practice management skills 

                  Billing and collecting practices

                  Getting the most out of your time and billing package

                  Public practice management models

                  Managing people; team building 

                  Partnerships, alliances and other contemporary relationships 

                  Profit sharing arrangements

                  Decision making practices

                  Overview of problem situations 

                  Dealing with practice succession issues 

                  Developing and implementing a succession strategy

                  Review of different retirement / succession models

                  Tips and Traps

All topics address issues involved with recognizing, responding to and implementing change. 

BENEFITS 

This workshop gives participants an opportunity to stand back and analyze their practice situations, as well as their practice management styles (both individually and as a firm). Participants will learn new skills and techniques that can be applied immediately after the workshop. 

As a result of this workshop, participants will be able to improve the efficiency, productivity and profitability of their practices.  
This workshop is designed for anyone in public practice who is involved in delivering services to clients, who participates in management or administrative functions in their firm, or who aspires to become a leader in the firm. It has been Mort’s experience that firms experience a significantly greater benefit when more than one member of a firm attends (especially when all the partners of a small firm attend together).

“I believe that every partner in any smaller, non-national firm should take this course at some point in their career.”