About Our Practice Development Services

We provide comprehensive practice development services for accounting, engineering, law, and other professional services firms.

Our proprietary solutions uncover and resolve threats that individual professionals and firms might be facing:

1) For Individual Professionals: Isolating and resolving threats to your practice health and growth.

Compromised revenue growth is an affliction threatening many professionals. We provide several solutions:

  • Marketing Effectiveness X-Ray: This is a confidential and comprehensive diagnostic tool that uncovers weaknesses in the pricing, marketing, and client prospect-closing process. A confidential report of findings with suggested solutions is presented.
  • Confidential Surveys of Referral Sources: There is a high degree of possibility that your referral sources do not know how to position and make qualified referrals to you. Some may also be disappointed in the responses they received from clients referred to you. Our surveys uncover these problems, and strategies to correct deficiencies are offered.
  • Practice Development Coaching: Experienced professional coaches work with you to uncover blocks, formulate an effective practice development plan, and then implement it.
  • Client Surveys: We offer several tactics designed to determine the level of satisfaction of your clients, while simultaneously introducing new services and requesting referrals from them.

2) For Firms: Eliminating threats to profitability, mergers, or practice unit dispositions.

Many factors can contribute to your firm not realizing its potential. Two initiatives are available:

  • Organizational X-Ray: This is a highly effective diagnostic tool that is a state-of-the-art SWOT analysis (Strengths/Weaknesses/
    Opportunities/Threats). We evaluate your marketing, administrative, personnel policy, financial reporting, information flow, and a host of other key areas. Upon completion, we issue a confidential report summarizing our findings, and offering remedial strategies.
  • Confidential Owner and Staff Surveys: Our confidential system gathers candid, reliable opinions from selected personnel. Threats to profitability and reasons for excessive or key-person turnover are uncovered and defused.