Professional services:
Building and scaling your firm
New perspective, pragmatic input, and a tactical approach to building capacity.
Growing a profitable accounting or consulting firm is uniquely challenging.
(For law firms, see our Law firm-specific information.)
(For law firms, see our Law firm-specific information.)
In a time of changing client expectations (and a changing business environment) this is even more challenging. It is unreasonable to expect growth and improved profitability, unless your team is tooled up to make this happen – from the leadership to the frontlines. Some questions:
• How might we build a marketing and bus dev capability throughout the firm, at every level?
• How might we inculcate a culture of personal responsibility for business growth, in all staff?
• How might we build more effective marketing and bus dev processes, and then use our tools (including CRM) most effectively?
• How might we increase the number of billable hours captured?
• How might we differentiate our firm and partners as thought leaders, not just “experts”?
• How might we build a true "trusted advisor" business? (Instead of merely using the words...)
And some other, possibly less comfortable questions:
• Are you completely satisfied with the "funnel" of new clients, new work from existing clients, and the strength of your referral network?
• Are your proposals and pitches truly best-of-class? How do you know?
• Are you happy with your firm's marketing ROI?
• Does the client service quality at key clients far exceed their expectations? How do you know?
• Does your recruitment and interview process yield the absolute best candidates? (Could it do better?)
• Is your partner evaluation and accountability approach yielding the results you are looking for?
We ask these questions (and more), based on decades of direct professional service firm leadership experience. We’ve advised both the largest global and national firms… and some of the most innovative “challenger” boutiques.
Whether you run a law firm, an accounting firm, consulting firm or engineering firm, our Impact Programs can help you grow:
• Business growth coaching (for managing partners, practice leaders, and marketing leadership)
• CPD: Monthly training and workshops with weekly micro-learning reinforcements (firm-wide, or by practice or office)
• Keynotes at annual partners' meetings and practice retreats
• Management training for new managers/senior managers/principals
• Self-paced leadership skills courses with micro-learning and practical exercises.
• 1100+ tools, templates, whitepapers, videos, and other resources
See the graphic below for more on our firm-wide Impact Programs:
Impact Program: Components
How we can support your firm
Curious? Questions? Interested in exploring the possibilities?
Impact Programs
A powerful way to build alignment, impact, and change throughout your firm.
Level Up Program
For firms on a tighter budget looking to get a better ROI on their investment in their people.
• One in-person keynote or presentation (eg., for the whole team, a particular business unit, partners conference, etc.)
• Quarterly Coaching for the managing partner or practice leader
• Quarterly CPD for all staff, including monthly tipsheets to reinforce learning
• Access to Braintrust Professional courses for leadership team or key employees
• Access to 1100+ tools, templates, articles, videos, and other resources
• Annual impact meeting
Accelerator Program
For firms that are committed to build alignment and begin the process of differentiation
• Two in-person keynotes or presentations (eg., for the whole team, a particular business unit, partners conference, etc.)
• Monthly Coaching for the managing partner or practice leader
• Monthly CPD for all staff, including weekly tipsheets to reinforce learning
• Access to Braintrust Professional Institute courses for leadership team or key employees
• Access to 1100+ tools, templates, articles, videos, and other resources
• Semi-annual impact meetings
• Facilitation of two high-stakes meetings or brainstorming sessions
Transformation Program
For firms that are experiencing (or creating) major change: strategy, disruption, M&A, business transformation, etc.
• Four in-person keynotes or presentations (eg., for the whole team, a particular business unit, partners conference, etc.)
• Monthly Coaching for all managing partners and/or practice leaders
• Monthly CPD for all staff, including weekly tipsheets to reinforce learning
• Unlimited access to Braintrust Professional courses for all employees
• Access to 1100+ tools, templates, articles, videos, and other resources
• Quarterly impact meetings, enhanced progress monitoring and feedback loop
• Facilitation of three high-stakes meetings or brainstorming sessions
• Attendance and facilitation at a partners conference
• Priority access to Randall Craig and Ronja Francoeur for advisory services.
Insights Feature: Business Development for Firms (3 part series)
Listen in to this deep dive into business development with a focus on professional service firms.