August 2012 IPA SPECIAL REPORT - Blue and Co., LLC

Steve is
Experienced
Steve Erickson knows the public
accounting business, having practiced
in and consulted to the profession for
over 30 years.
A nationally recognized consultant (rated top
10 by Inside Public Accounting for the last 8
consecutive years), Steve specializes in resolving
the partner and people issues that limit the
success of professional CPA firms. Steve’s handson
and results-oriented approach helps firms to identify, establish & achieve
their goals.
Erickson is a masterful presenter, gifted teacher and one of only a handful
of CPAs who belong to the National Speaker’s Association. He speaks
frequently throughout North America, and has written extensively for
professional journals and other trade publications. Steve is a proud member
of the Professional Coaches and Mentors Association, the International
Association of Facilitators, NSA, the AICPA and the NMSCPAs.
The Process
The firm leaders are involved in every stage of the process to
make sure the training is on target and specific to the unique
needs of their firm.
▶▶In advance of the sessions every partner and employee is
surveyed to determine the current situation in your practice.
This information is reviewed with the leadership of the firm
and goals and objectives for the sessions are agreed to.
▶▶Once the goals are set, an agenda is prepared and
distributed to invited participants. We customize our
materials so we are able to offer programs for different levels
within a firm (partners, managers or staff) or to the whole
firm if desired.
Your effort is required
“This is an excellent program for Sr. Managers. The value this
program brings to the firm is incalculable.”
Like anything else you have done in your career, success comes
with focused work and diligence . . . working smarter, not
harder. This program will give you the tools and information
to put processes in place that will substantially improve your
financial results and career satisfaction.
We ask that each attendee come to the session with an
open mind, ready to discuss and explore potential solutions.
Business as usual is not working for many firms, and if positive
change is desired, we have to think differently.
Erickson
Whitman
National CPA Firm Consultants
LLC
Phil is
Experienced
Philip J. Whitman, CPA, knows CPA
firms! 15+ years running firms. Now
working with managing partners
across North America.
Firms of all sizes, from sole practitioners to top
10 global firms rely on him. Phil specializes in
succession planning, mergers & acquisitions,
strategic talent acquisition and practice
management consulting, and his experience
extends to labor law, human resources, organizational leadership, and even
auditing.
Whitman has authored articles and has chaired numerous committees for
the New York State Society of CPAs. He has been a featured speaker for
various state societies of CPA, international CPA firm associations as well as
a presenter for CCHs annual user conference. He has served as conference
chair of the Foundation for Accounting Education’s Practice Management
Conference and the CFOs, Controllers and Financial Executives Conference.
Here’s an example of a recent
training program:
Day 1 : Meet with the partners of the firm to gain unity and
set the strategic direction for the firm
Day 2 : Meet with managers/supervisors to discuss various
leadership topics and the strategic direction that the partners
have decided for the firm
Day 3-Morning : Meet with the partners and the
management group to develop a plan of action to implement
the strategy and improve performance
Day 3-Afternoon : Meet with the partners/management
group/staff to share the strategy and action plan
Good things have been said...
“Steve has been instrumental with our Firm, and our success can—in
part—be attributed to his involvement. We’ve had him help with
our staff survey, facilitate retreats, design & conduct our Upward
Feedback and Leadership Development programs, and act as
Executive coach to our partners. The more Steve has gotten to know
us, the more value he adds.” ~ Managing Partner, Top 100 Firm
“Phil facilitated a leadership retreat for our firm that all involved
deemed to be very successful. His objective approach and style
enabled us to address and resolve topics which have previously
eluded us. That retreat jump-started several strategic initiatives that
have resulted in significant, measurable improvements to the firm,
operationally and financially.”~ LitmanGerson & Associates, LLP
Call us today.
Let’s get started!
info@EricksonWhitman.com
New Mexico (505) 331-9100
New Jersey (732) 970-6412