Overview

Newly updated in 2018, Firm Forward is a business fable that takes you on a journey with Bennie Stewart, a newly appointed managing partner of a CPA firm. Bennie's promotion to managing partner comes at a time when the firm is in crisis having just lost their two largest clients and two of their best and brightest team members. Bennie must find the answer to these three questions: 1) How to differentiate and grow the firm in a post-recession, new normal business environment. 2) How to attract and retain ideal clients. 3) How to attract, retain, and accelerate the professional development of his team members. All three of these issues point to one answer: Level 5 Service. Level 5 Service is a structured approach to delivering high-value advisory services. The Level 5 Service model (which is now available in an online training program) has generated over $200 million in new, non-traditional revenues for firms across North America. Level 5 Service is the cure for Random Acts of Consulting. The practical logic embedded in the Level 5 Service continuum makes it easy for any practitioner to immediately add-value to their client relationships. This book provides a step-by-step how-to for practitioners who want to live up to the moniker of Trusted Business Advisor.

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9781493738335

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Edi Osborne is a small business advocate to the accounting profession. For over twenty years, Edi has devoted her efforts to growing the business acumen of accountants and advisors who serve the small business community. She is recognized as a Top 25 Thought Leader and one of the Top 25 Most Powerful Women in the accounting profession. She has trained thousands of accountants and advisors on the development and delivery of value-added advisory services. She is co-founder of the Mentor Plus(R) Consulting Accountants' RoundTable; a think tank for accounting professionals focused on improving the performance of their small business clients. On online version of the training for Level 5 services (as described in her book) was launched in 2018.

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