Billing Worksheet and ROI
This video is an excerpt from a webcast that will help you identify the process for creating a goal-based compensation system for staff and partners. This video covers why you haven’t achieved as much change as you’d hoped for, creating a compensation system that rewards the right behaviors, and implementing and continually adapting your pay […]
Billing Rate Variations Between Specializations
This video is an excerpt from a webcast that will help you identify the process for creating a goal-based compensation system for staff and partners. This video covers why you haven’t achieved as much change as you’d hoped for, creating a compensation system that rewards the right behaviors, and implementing and continually adapting your pay […]
Performance Level / Billing Worksheet
This video is an excerpt from part 3 of a webcast series about why our current system to pay our partners is failing; the trap of tying retirement, compensation and ownership together; the basic components of partner compensation; the need for both subjective and objective measures; and, how to incorporate customized individual goals for each […]
Charge Clients a Fair Fee
This video is an excerpt from a webcast focusing on smaller firms; the course provides practical ideas to implement right away to make a difference in your practice. Areas covered in the webcast are: planning your future, holding people accountable, leveraging yourself, improving business development, client billing & management, and more! This video clip focuses […]
Tracking Your Time for Billing
This video is an excerpt from part 3 of a webcast series that covers recognizing how to approach pricing with clients, identifying different methods of billing for work, and recognizing how to help clients in ways that they can afford and will be profitable to you.
Charge a Fair Fee
This video is an excerpt from part one of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers four of the 15 areas that need to be addressed to create a robust succession plan that will ensure profitability, transition of ownership and long-term sustainability of your […]
We help organizations implement their unique strategies by:
• Working with them through the tough issues, and
• Customizing responses to address root causes, rather than merely treating symptoms.