Solutions for CPA Firms nationally facing challenges with staff retention, partner strategy, leadership and profitability.
Consulting services for national CPA Firms - improve leadership & profitability

Are you building your firm's leadership,
profitability and long-term value?

Would your firm work better if:

  • Communication was improved at all levels?
  • Systems and processes were standardized and followed by everyone?
  • Your culture and atmosphere made your firm the “employer of choice” in your market?
  • Everyone knew where the firm was going and their responsibilities to make the plan happen?

Steve Erickson knows the business of public accounting. Named one of the most recommended consultants by Inside Public Accounting every year since 2004, and as a former managing partner with over 30 years experience in dealing with the challenges facing public accounting firms - Steve knows how to help your firm achieve long-term results.

Steve’s Facilitation, Training, Coaching and Consulting services can help your firm immediately improve:

  • Profit Margins and Long Term Value
  • Structure and Role Definition
  • Client Development and Retention
  • Succession and Transition Planning
  • Culture and Performance

Through his holistic approach, Steve works with your whole firm - meaning all partners. Only then can trust be built - the necessary foundation on which goals and objectives can be jointly developed. This clear understanding is the only effective path for realizing your firms’ needs and wants.

Even before he’s hired, Steve begins with an assessment at no charge. This gives you the opportunity to get to know Steve while he gets to know your firm. This essential step promotes a working relationship where energy, intensity, and strength are at the core.

Then he facilitates, consults, and/or trains your firm to identifying goals, developing leadership, and continuously and assertively move towards goal achievement and success.

We guarantee that you will be absolutely satisfied or there is no fee, period.  No strings attached. To get started, contact us today!

 

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Our most productive retreats...

The combination of Steve’s experience, resources and tools, and his ability to generate dialogue amongst my partner group greatly contributed to the success of last two annual partner retreats. These retreats that he has facilitated for us have been the most productive for our firm.

John Tracey
Managing Partner
Lucas, Horsfall, Murphy, Pindroh
www.lhmp.com

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Steve Erickson, LLC - National Consultant to CPA Firms
Phone: (505) 331-9100 •• E-mail: steve@steveericksonllc.com •• 46 Mill Road NW,  Albuquerque, NM, 87120