Strategy Facilitation
Typically CPA firms grow up as partnerships of tax, accounting, and consulting professionals, each of whom is responsible for his or her own ledger, and the firm does not have professional business management. The organizational structure of the firm often presents significant barriers to strategic thinking, and finanSight is experienced at working with firm leadership in a process of strategic visioning and plan development in the following areas:
- Develop consensus about current position and competencies;
- Help leadership identify future goals;
- Identify the barriers to reaching the goals;
- Identify actions that can be taken to direct the firm towards the goals;
- Help design an organizational structure in which reporting and accountability help drive success.