Follow us on Twitter and Facebook!

Shame is one of those inflamatory words that puts all of us on notice. Recently I heard it used by a banker as he was relaying a conversation he had with one of his business clients. The client was upset because the bank couldn’t extend his line of credit. The banker spent the better part of an hour disecting the client’s financials and teaching the client about some of his critical ratios that were out of whack. His final comment was, “Shame on CPAs for not educating their clients about how to run a better business.”

According to numerous polls, there are a lot of CPAs who are chronically underserving their clients. This 2 hour on-line training won’t cure the problem completely but it will go a long way toward helping CPAs be more effective with their clients.  We are confident that it will forever change the way you work with your clients.

We are on a mission to raise expectations business owners have of their CPA. We figure if clients start asking for more, it will make it easier for CPAs who are passionate about helping their clients succeed add more value to the relationship.

Join us for the webinar and decide for yourself if you could be doing more for your clients. There’s no risk, we offer a no questions asked, money back guarantee on all our training events. We recommend you include as many of your team as you can since the $249 is per internet connection. This is a great training opportunity for you and your team!

Here are the details:

July 20, 2010 8-10 am (pacific) $249/connection                 Click here to register

The Fundamentals course highlights the philosophical and practical concepts behind building a “client centric” service strategy. Client Centric means putting your clients needs first and letting the services follow, rather than focusing on your list of services. Client Centric firms typically serve fewer clients but at a much higher level of service resulting in higher value for the firm and their clients. This higher level of service also leads to more challenging work for young professionals which results in higher staff retention rates and faster advancement toward partner-level responsibilities.
Learning Objectives:

• Introduction to $COPE concepts; five performance areas and the five analytical perspectives applied within those performance areas
• Why a multi-perspective approach to business management is so critical to success
• How to avoid a lop-sided approach to reporting and managing day-to-day decisions
• How to build a dashboard with strategically focused measures
• How to create “line of sight” ownership for every level of employee
• How to turn financial statements into meaningful management tools
• How to double your close rate with prospects using $COPE tools
• How to talk to clients with confidence and really make a difference in their business

Delivery Method: 2 hrs  on-line training

Who should attend? All Professional Staff

Take Away: List of key performance indicators for all five of the key performance areas:

$ Financial

C ustomers

O perations

P eople

E nd in Mind  

I was talking to a friend of mine who is a swim coach the other day about one of his swimmers.  He was telling me about how this kid could change her stroke technique in the middle of a race.  Never having been a competitive swimmer I didn’t think that was such a big deal and made the mistake of saying this out loud.  Well, he assured me that this was a bigger deal than I understood by explaining that too many swimmers get in the race, put their head down and just keep swimming without thinking about technique and what is happening during the race around them.  Focus is what he kept referring to; the kid can focus during a race and make a correction when she needs to.

Use any analogy or example you want, you end up where you focus your attention.  To have focus you need information from measures that drive your team in the right direction and keep you aware of your surroundings.  Too often business owners are either focused on stale information or spread too thin.  Distractions, both personal and professional, take away your ability to drive you in the direction your organization needs to keep moving not just to survive but excel.

What is the information, the measures that individuals in your company use to focus on daily, weekly, monthly for results?  Are these the right ones?  Do you have any, besides the stale monthly financials?  Does your team understand and know how to use them?

I just heard Jason Jennings, a bestselling author of in the business genre, at a conference I recently attended discussing common traits that great businesses all have in common.  Going back to the sports analogy, people love sports because you keep score; you can distinguish between a winner and a loser.  Take away the score and no one cares.

Everyone wants to win and if you give them a measure to keep score they will drive themselves.  You don’t want those content to sit the bench.  Granted the measure/information has to be the right one as we all know horror stories of garbage in and garbage out.

Most businesses have a good idea of what they need to know.  They need help getting it organized, prioritized and then someone to help them follow up.   Get your team focused on the right measures, follow up and you can change your stroke in the middle of the race.     And that ability to adjust can make all the difference in who crosses the finish line first.