In every profession there are leaders and there are followers.
But where do the leaders go when they are looking to up their game? They should go to other leaders. Problem is, those other leaders may be equally busy and bogged down, and when conversations with professional peers do happen they lack structure & accountability. What leaders need is a forum to catalyze these types of conversations, and a seasoned facilitator to help keep things innovative & actionable.
Firm Forum is designed to be the ideal place for entrepreneurial accounting firms to connect, collaborate, compare notes, and push each other towards embodying their full potential. Through regular monthly meetings, members gain critical insight from their peers and compare key performance indicators to understand where they are falling short. These meetings are paired with 1:1 coaching conversations, a community Slack channel, and ongoing technology training designed to help members create clear & actionable goals around their growth, business development, marketing, hiring, and much more.
What are you investing in?
You are getting access to an exclusive monthly conversation that is facilitated by an industry leader and designed to benefit entrepreneurial accounting firms. You will also get access to a monthly 1:1 coaching call to discuss & be held accountable to your firm’s individual goals. While each firm’s objectives & outcomes may be different, the motivation & insights from the forum are designed to propel every participating practice forward at an accelerated pace.
Firm Forum has the potential to completely change your practice.
What you get out of Firm Forum up to you but the main benefits are:
Monthly conversations with like-minded & leading firm owners
A sounding board with the expertise to tackle industry hurdles
Networking with fellow growth-oriented entrepreneurs
A support system of fellow firm founders
Opportunities to give feedback to key technology vendors
Exclusive access to the Firm Forum Slack channel
1:1 accountability & goal setting conversations
Mapping & improving processes with other leading firms
Exposure to the latest in firm facing technology
Partnership & referral opportunities
Firm Forum topics are prioritized by participating firms based off of the conversations that are proving to be most pressing & enlightening to their practices. In 2019, member firms have focused on dedicating our monthly community conversations to the following topics:
Hiring, training & retaining talented team members
Best practices in client advisory services
Leveraging the latest technology (tech stack review)
Tactics for pricing monthly client services
Implementing NPS to improve client retention
Developing client onboarding
Improving internal practice workflows
Tackling staffing scalability issues
How to determine an ideal niche
Documenting a practice playbook
Madeline has built her career at the unique intersection between technology accounting, and channel development. As a business development leader, she has worked with thousands of accounting firms from around the globe to help them streamline internal processes, implement new technology, and develop stand out advisory services. As Madeline expanded her network in the accounting space, she was continuously crossing paths with leading firms that were looking for a way to interface with other owners that were operating at their same level. Upon realizing how many firms were searching for an opportunity to connect & collaborate with their most progressive peers, she founded Firm Forum as a place for firms to accelerate their growth and drive change within the accounting profession.