The Business of Accounting

 Ready to put on your entrepreneur hat? 

This 3 hours-workshop provides a comprehensive overview of the business issues professional service firms face.

DATE: Thursday, January 25th, 2024, at 9:00 am MT.



Participants will learn/gain:
  • How it’s insanely possible that we make the same as we did thirty years ago despite great technological advances, and how can we fix that trend.
  • The fundamentals of “a” business, and of our business.
  • How strategic decisions impact success. 
  • How accounting firms make or lose money - Yes, it’s possible to lose money.
  • An in-depth analysis of gross margin and net profitability and how you can have an exponential impact - without new clients.
  • An understanding of the various factors that impact our metrics, such as pricing strategies, staffing decisions, and project management. 
  • What our key performance indicators really mean. 
  • Why our engagement level metrics may have nothing to do with the Firm’s performance.
  • The significance of the balance sheet. 
  • The importance of cash flow management and why cash is king in professional service firms.
  • How to identify and manage risk.

What my Clients are saying:

The Business of Accounting course had a profound impact on our future leaders who participated. They gained a better understanding of why certain things are done the way they are, and a better appreciation of critical aspects of the business, such as cash flow. They are better positioned to take on future business challenges as they advance in their leadership capacity. Overriding comment – “We needed this. We need more of this. When’s the next session?”


 -Chief People Office, Top 100 Firm

Who is this Workshop for?

  • Managers through partners in professional service firms, who are:
  • Seriously looking for a competitive edge, and:
  • Not just looking to check off a continuing education requirement. Continuing education credit is not provided.