Subject: Strategic Planning and Goal Setting for Results

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The complete guide to successful planning for CPA firms
The approach to CPA firm strategic planning and goal setting developed over the last 20 years by Marc Rosenberg, CPA and CPATrendlines analyst, has helped hundreds of firms.

The system delivers three major goals:
  1. Think BIG,
  2. Keep it SIMPLE and
  3. Get RESULTS.
This system has helped hundreds of CPA firms create powerful strategic plans and set actionable goals that move firms forward. The monograph guides you through all of the issues, steps and techniques of effective strategic planning. The goal is to help CPA firms plan for and achieve growth and success.
   Topics include:
√ The three main phases of strategic planning
√ Overall management philosophy of a CPA firm
√ Steps to creating the strategic plan
√ Why mission statements are a waste of time
√ The vision statement
√ Stimulating productive brainstorming sessions
√ Best practices for goal setting programs
√ Core values
√ Sample partner goals
√ Keys to implementing & pitfalls of strategic planning
√ Partner accountability
BSG LLC / CPA TRENDLINES, 12 Gay Road - 5139, E Hampton, NY 11937, United States
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    This is an online snapshot of a newsletter created by the owner of Welcome (BSG LLC / CPA TRENDLINES, 12 Gay Road - 5139, 11937 E Hampton, United States) and sent via GetResponse on 2014-05-08. Report abuse