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. 

 


Together

we can focus your strategy
build trust among your people and
add value to your firm

 

Get started, contact us today!


Upcoming Public Seminars
Availability Calendar

Experience we can trust...

We loved working with Steve because he has experience we can trust, insight to see beyond what we are willing to say, and an assertive style to move us into action. He ensured every voice was heard and differences were addressed.

Jeff Geese
Henry & Peters, P.C
www.henrypeters.com

More client comments >>

 

 

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