Map Your Plan
Get everyone on the same page as you prepare for your new focus on practice development.
Use the Firm Competency Model to establish a framework for practice growth and development expectations by position.
Think Outside the Box: Opportunity Knocks
Use these guides to expand your practice beyond the traditional tax and A&A service areas.
Assess your personal efforts as you plan your own path to practice development. Note your growth opportunities along the way in this self-paced workbook. Just a few questions from each tab will get you started.
Use this tool to determine where you can improve your firm’s marketing efforts. The checklist provides the opportunity for a quick annual review.