bay street group llc and capstone marketing, two leading marketing and market research firms to the cpa profession, have joined forces to conduct a ground-breaking and comprehensive investigation into the critical success factors for today’s accounting firm.
the researchers have identified seven keys to success in cpa firm management, namely:
1. leadership
2. technology
3. learning organization
4. marketing and business development
5. a great place to work
6. client service and satisfaction
7. strategy execution
the project is quantifying what has long been unquantified: how certain management practices correlate with success in accounting firms.
free download:Â “the seven keys to success in cpa firm management” (pdf, 11 pages)
one response to “new survey results: the seven keys to success in cpa firm management”
chad bordeaux
interesting that the client service and satisfaction was all the way down at #6.