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Does Your Firm Have a Strategic Plan?

Posted By Jon Hubbard, Monday, April 7, 2014
Updated: Monday, April 7, 2014

Where is your firm headed? Would everyone in your firm have the same answer? All progress starts with the truth, it is best to be brutally honest about where you are today and where you want to be in the future. A question we often ask in order to help the firm get the picture is:  If we were meeting here three years from today, what has to happen personally and professionally for you to be satisfied with the progress? As you can see, this is not an easy question and requires thought, honesty and open communication. 

Should an accounting firm should take the time to plan?

Yes! The reasons are simple, but sometimes overlooked in the quest for the almighty charge hour. Ask yourself the following questions:
  • Do the owners in your firm know where they are going and how they are going to get there?
  • Do your employees and clients know your vision, mission?
  • Does everyone know what is expected of him or her?
If the answer to any of these questions is no, you should take the time required to develop a strategic plan. Since you know strategic planning will get your firm on the right course, you should follow a methodology that has been developed for the professional service firm and follows a proven process. It will save you time and produce positive results. Involve as many people as possible in the process. The return on investment during the execution of the plan will be several times the investment in the time upfront.

Interested in learning about our Strategic Planning process?

Our Strategic Planning process, culminating in a one-page plan, will identify your firm’s strategic objectives and set the path for firm growth. We focus on commitment, accountability, talent management and acceleration through the use of technology. More details at

We are interested in working with firms that are interested in consensus building and understand that success isn't reached by accident. If you are this type of firm, we want to hear from you.  Go to and complete our informational form. We'd love to speak with you.

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